Adding Attachments and Notes

In ShopBlue, attachments and notes can be added to requisitions and POs. These may be either internal, or external for attachments and notes that the supplier should see.

Internal vs. External Attachments and Notes

  • Internal attachments and notes are for all documentation associated with your purchase requisition.  These attachments and notes may be viewed within ShopBlue, but cannot be viewed by the supplier.
  • External attachments and notes are items that you want the supplier to see, such as supplier quotes.

Adding Attachments and Notes [2:44]

Accessing Internal and External Attachments and Notes

After proceeding to checkout, scroll down to the Internal Notes and Attachments and External Notes and Attachments sections (Figure 1).

  1. To add an Internal Note, in the Internal Notes and Attachments area, click the pencil icon to the right, type your note, and click Update.
  2. To add an Internal Attachment, in the Internal Notes and Attachments area, click Add. Type a name for the file, click Select Files... to select the file from your computer, and then click Save Changes.
  3. If they are supported, to add an External Note, in the External Notes and Attachments area, click the pencil icon to the right, type your note, and click Update.
  4. To add an External Attachment, in the External Notes and Attachments area, click Add.  Type a name for the file, click Select Files... to select the file from your computer, and then click Save Changes.

Adding an Attachment to a Comment

When you add a comment in ShopBlue, you can also add one attachment or URL per comment.   Select the Choose File box to select the file from your computer, and attach and complete the comment by clicking on the check mark in the upper right hand corner (Figure 2). 

Note: Once you have submitted your purchase requisition this is the only way to add an attachment.

Viewing All Attachments

You can see how many total attachments your order has on the Attachments tab at the top of the requisition or purchase order (Figure 3).  Click on the Attachments tab to view all attachments associated with the order.