Page Comparison

The Notes button allows you to enter Notes notes depending on the context. The Notes Button button at the top of the screen on the Ribbon is menu is where you enter Notes at the highest level object. Whilst the Notes on a tab allows you to enter Notes on the item shown on the tab on that line level.

...

1. In the Navigation panel, go to Sales then Orders.
2. At this point the notes icon will be greyed out. Commence entering the Sales Order.
3. Save the sales order, you will notice the Notes tab will be clickable now.

4. Click on the Notes button on the HeaderRibbon menu.

   Expand
   title Show me
   Image RemovedImage Added

5. Enter Notes that relate to the header of the Order

6. E.g: please ensure cheque is picked up for the full value or customer contact detail such as email address

   Expand
   title Show me
   Image RemovedImage Added

   Info
   You can set the notes to be displayed on various workflows e.g.: * Check Display On Sale to display the notes on the sale invoice You can mouse over each of the flag to get the description of what it does.

7. Then Click on Save and Close to accept the Notes.

8. The system writes a (1) under the notes button and as you add more notes at the header level the counter increases.

   Expand
   title Show me

9. To add notes to the line level
10. Click on the Product or Line

11. Click on 'Line Notes ' Tab tab and enter the notes that relate to that product or line.

    Expand
    title Show me

...