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Managing Images that are Printed on Documents

Gallery allows you to select images that will be printed on documents like Receipts, Orders, and Envelopes.

Introduction

In some cases, you may need to print images on Receipts, Orders, or Envelopes, while in others, you may simply want to upload them for future reference. Pavilion gives you the flexibility to do both, ensuring that images are either included in printed documents or stored for later use as needed.

šŸ’” Whether images appear on printed documents depends on your document template settings. If images are not printing as expected, please reach out to your Pavilion admin.

Managing Images & Files for Orders

The Notes, Gallery & Files tab in Orders contains a Gallery section where you can upload and manage images. These images can be printed on documents such as Receipts, Orders, and Envelopes.

Additionally, there is a Files section, which is used for storing files and images that are meant for reference only and will not be printed.

Adding Images or Files to an Order

You can add images or files to any order using the Notes, Gallery & Files tab to keep important details organized and accessible.

Adding Images to an Order

  1. Open the order record page (Job, Special Order, Layaway, or Sale).

  2. Go to the Notes, Gallery & Files tab.

  3. In the Gallery section, click Add Image.

  4. Choose one of the following:

    • Click Take a Photo to capture an image.

    • Click Upload Files or Drop to upload images from your device.

    • Select images from the library by clicking Choose from Library.

  5. Click Save to confirm your selection.

Adding Files to an Order

  1. Open the order record page (Job, Special Order, Layaway, or Sale).

  2. Navigate to the Notes, Gallery & Files tab.

  3. In the Files section, click the Add Files button.

  4. Select Files and click Add, or click Upload Files to upload files from your device.

Attaching Images or Files to Specific Order Lines

If you've already added an item to an order, you can easily attach images directly to that specific item by following these steps:

  1. Open the order record page (Job, Special Order, Layaway, or Sale).

  2. In the dropdown menu next to the line item, click Attach File & Image.

  3. Choose one of the following:

    • Click Take a Photo to capture an image.

    • Click Upload Files Or drop files to upload images or files from your device.

  4. Click Save to apply the changes.

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