In Tracktile, ensuring that all relevant documents are accessible and linked correctly to their corresponding items and transactions is essential for efficient traceability and compliance. Here’s how to navigate and access related documents for various inventory and shipment processes.

Linking Documents with Purchase Orders and Shipments

PO Attachments and Received Items: All attachments related to Purchase Orders (POs) are automatically linked with the items once they are received. This ensures that any documentation necessary for verifying or auditing received goods is readily accessible.

Shipment Attachments and Orders: Similarly, all attachments related to shipments are linked with the associated customer order and the specific items assigned to that shipment. This connection aids in tracking and verifying shipment contents against orders.

Accessing Related Documents

Required Permissions: To view item-related documents, users must have Floor permissions to update item details.

Navigating on the Floor: With the necessary permissions, users can:

• Locate the 'i' icon on the Floor view.

• Click this icon to open the Related Documents tab, where all attachments associated with that item are available.

Historical Inventory Document Access

Searching for Historical Items: For items that have already been shipped, consumed, or disposed of (wasted), document traceability is still maintained.

Accessing Documents:

• Go to the Search page.

• Enter the item code or name in the search field.

• Click on the similar 'i' icon that appears next to the searched item to review all related documents.

The integration of document traceability within Tracktile's inventory and shipment management processes ensures that all necessary documentation is linked and accessible, enhancing transparency and compliance. By following these steps, users can effectively manage and trace related documents, thereby supporting accurate audits and operational checks.