POD Scanning

From Tailwind Wiki

Overview

CMS has the ability to integrate a POD onto the end to your invoices. This document will show you the steps required in order to complete this.

How to Import a POD

The following steps are required to import a POD:

• Create a POD Imports folder in which you plan on storing your scans.
• Scan the POD into your computer and save it as a TIFF file.
• Rename the file so that it corresponds to the order number.
• In CMS go to "Tools/Import PODs..."
• Find the directory in which you saved the scan of the POD.
• Ensure that in the settings box you have:
  • Selected Invoice Note(You want the note to be attached to the customer invoice.
  • Named the desired Note Subject.
• Click Import
• When prompted with "Import POD image files from POD directory" click Yes

After this is complete you have completed imported your POD, you should now go to the corresponding Order and make sure that it appears in your Notes.