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Uploading Documents to a Batch

Support for Document Uploads is not available under the Basic Plan

Link Certificates of Analysis (COAs), organic certifications, shelf-life data, safety/regulatory sheets, and more to your products' inventory batches. Each batch supports the addition of multiple documents. Uploaded documents for the batch are automatically associated with orders and viewable on the order's page in the app.

To upload a document:

  1. Go to the Inventory Batches page in the app
  2. Find the product whose batches you want to upload documents to
  3. Under the batches tab, find the target batch
  4. Click "View" > "Documents"
  5. Select "Choose file" and select the documents to upload

The selected documents are now associated with the batch.

Viewing an Order Line Item's Batch Documents​

To view the documents associated with the batches assigned to an order line item:

  1. Go to the Orders page in the app
  2. Find the order whose upload documents you'd like to view
  3. Click on the order and find the desired order line item
  4. Click "Actions" > "View Documents"
  5. Click on the document name you'd like to view