Item Attachments

Edited

Item attachments allow you to store documents and files against an item in HirePOS. They are useful for documents such as safety information, product manuals, specifications, instructions, and other supporting files.

For documents hosted online, you can also use the Cloud Drive Link fields in the Links section of the item's Other tab to link directly to a file or webpage.

Upload an Attachment to an Item

  1. Go to Setup > Items.

  2. Find the item and open it for editing.

  3. Click the paperclip icon in the top-right corner to open the Attachments screen.

  4. Upload your file by either:

    • Dragging and dropping it into the upload area.

    • Clicking Browse files and selecting the file.

  5. Wait for the file to upload successfully.

  6. Click Close to return to the item.

The paperclip icon will display a badge indicating the number of attachments associated with the item.

File size limit: Each attachment can be up to 10 MB. If a file exceeds the permitted size, HirePOS will prompt you to choose a smaller file.

Access Item Attachments from a Sale or Hire

When previewing a quote, reservation, booking, invoice, or similar sale/hire document, a paperclip button is available when the included items have attachments.

The number displayed on the button indicates the number of linked attachments.

To access an attachment:

  1. Click the paperclip button to view the available item attachments.

  2. Select an attachment to open or download it.

Including Attachments when emailing

When emailing a quote, reservation, booking, invoice, or similar document, related item attachments are available under Attachments > Item Attachments.

Select the attachments you want to include before sending the email.

This makes it easy to send supporting documents, such as manuals or safety information, to customers along with their sale or hire documents.

By following these steps, users can efficiently manage and access important documents related to their items, ensuring that all necessary information is readily available.

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