Overview
The notes section allows you to create notes against almost any object in the system. For example, if you require a pop up reminder to appear when creating a sales order for a specific customer.
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Field | Description |
|---|---|
| Archived | Indicates that this note is no longer active and should be treated as though it has been removed. |
| Card | This is the card that this note is attached to. |
| Created Date | The date and time that the note was created. |
| Display On Gift Registry | If this is checked, the note will be displayed/pop-up when the linked product or card is entered on a gift registry. |
| Display On Purchase | If this is checked, the note will be displayed/pop-up when the linked product or card is entered on a purchase order. |
| Display On Sale | If this is checked, the note will be displayed/pop-up when the linked product or card is entered on a sale order. If the external checkbox on the sale is ticked |
| Display On Service | If this is checked, the note will be displayed/pop-up when the linked product or card is entered on a service order. |
| External | If this is checked, the note is visible to people external to your organisation. If this is blank, only internal users can see the note. |
| Expiry Date | This gives you the ability to set an expiry date on notes, after which that note would automatically be archived when the "Progress Workflows" task is run. |
| Html | The note in HTML format. |
| Machine | This is the machine that this note is attached to. |
| Product | This is the product that this note is attached to. |
| Purchase Note | If this is checked, the note will be automatically added to any purchase order line that uses this product. |
| Sale Note | If this is checked, the note will be automatically added to any sale line that uses this product. |
| Service Note | If this is checked, the note will be automatically added to any service order line that uses this product. |
| Transfer Note | If this is checked, the note will be automatically added to any line notes of any stock transfer that uses this product. |
Card Notes: If you choose to pop at on a sale
Create a new Sales Quote - It will pop up at time of card entry onto the sales quote. It will not re-pop up the note if you add anything to the existing sales quote later on.
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Completing or Finalising a Sale Shipment/POS screen - It will NOT pop up at time of clicking on button Complete or Finalize on a sale shipment or POS screen
Product Notes
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Create a new Sales Quote - It will pop up at time of product entry onto the sales quote. It will not re-pop up the note if you add anything to the existing sales quote later on.
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