Attaching Files to a Sales Order
Feature availability: The Attachments tab is enabled per account. If you do not see it, contact your Luminous administrator or support.
Overview
You can store supporting documents — customer POs, order forms, spec sheets, delivery confirmations — directly on a sales order so the full paper trail is always one click away.
Supported file types and size limit
| Type | Extensions |
|---|---|
.pdf | |
| Images | .png, .jpg, .jpeg, .gif, .webp |
| Word | .doc, .docx |
| Excel / CSV | .xls, .xlsx, .csv |
| Plain text | .txt |
Maximum file size: 20 MB per file.
Step 1 — Open the Attachments tab
- Navigate to Operations → Sales Order Grid.
- Open an existing sales order (create the order and save it first — you cannot attach files to an order that has not been saved yet).
- Click Edit (top right) to open the Edit Sales Order form, then click the Attachments tab.
Step 2 — Upload a file
You have two options:
- Drag and drop a file from your desktop onto the drop zone.
- Click Upload (top-right of the tab) to open a file picker. You can select multiple files at once.
A spinner shows while the upload is in progress. The file appears in the list as soon as it finishes.
Step 3 — Download a file
Click the file name in the list. Luminous downloads it through a secure, authenticated request — the file is saved to your computer with its original name.
Step 4 — Delete a file
Click the trash icon on the right side of the file row. Confirm the deletion when prompted. Deleted files cannot be recovered.
What you see in the file list
- File name (click to download)
- File size
- Upload date and time
- Uploaded by — the name of the team member who added the file
- Thumbnail for image files
Permissions
- Viewing attachments requires standard sales order read access.
- Uploading and deleting requires sales order edit (update) access.
Troubleshooting
| Symptom | Likely cause |
|---|---|
| Attachments tab is not visible | The feature is not yet enabled for your account — contact support |
| Upload button is disabled | You are in create mode — save the order first, then re-open it |
| File rejected immediately | File exceeds 20 MB, or the extension is not on the supported list |
| Download fails | Your session may have expired — refresh and try again |