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- In the Navigation panel, go to Sales then Orders.
- At this point the notes icon will be greyed out. Commence entering the Sales Order.
- Save the sales order, you will notice the Notes tab will be clickable now.
Click on the Notes button on the Ribbon menu.
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- Enter Notes that relate to the header of the Order
E.g: please ensure cheque is picked up for the full value or customer contact detail such as email address
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Info You can set the notes to be displayed on various workflows e.g.:
* Check External box to display the notes on a sale invoice
* Check Display On Sale to display the notes on the sale invoicea sale order and picking slip
You can mouse over each of the flag the boxes to get the get a description of what it does.
- Then Click on Save and Close to accept the Notes.
The system writes a (1) under the notes button and as you add more notes at the header level the counter increases.
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- To add notes to the line level
- Click on the Product or Line
Click on Line Notes tab and enter the notes that relate to that product or line.
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