Attach the paperwork to the order

PO, invoice, bill of lading, packing slip or photo filed against the order it belongs to.

What it is

A Documents tab on the order detail. Pick a type, upload a file, and it is stored with its filename and upload date, listed newest-first with a type tag and a link.

Also called: upload invoice · bill of lading · packing slip · order documents

See it
Attach the paperwork to the order
Prepared for
Marlin Hoover
1140 Ridge Line Rd · Fair Play
Shell package$26,331
Concrete & site$7,645
Doors & windows$5,096
Trim & finish$3,398
Total
$42,470
Signature
The Documents tab with typed rows — INVOICE, BOL, PACKING SLIP — each linking to the file. OrderModals.tsx `DocumentsTab`. Sample data — no customer information appears here.
How it works
  1. 1DOC_TYPES are po, invoice, bol, packing_slip, photo, other
  2. 2The file uploads through /api/ghl-media and the returned URL is stored
  3. 3Each document row records order id, type, url, filename and uploaded_at
Why we built it

Migration 016 created documents as its own table alongside header, items and payments — the invoice, the BOL and the packing slip are the evidence behind a delivery dispute, and they are useless filed anywhere other than against the order.

The problem
  • Delivery paperwork lives in a truck cab, a phone or an inbox
  • A dispute with no paperwork attached
Sound familiar?
What you get
The paperwork is where the order is
Typed so the right document is findable

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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