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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 box to display the notes on the sale invoicea sale order and picking slip
You can mouse over each of the boxes to 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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