Notes are added in the AR system and are designated as Customer or General notes. Customer Notes are specific to a particular customer and will be visible/available only on sales orders created for that customer while general notes are available to all customer orders.

A new “Notes” button in Order Entry processing will list notes by their description and allow the user to add one or more notes to the sales order. Once added, they can be edited for this order only.

Works with: AR, OE

Compatibility: 5.3, 5.4

For further information, or to request an Online Demo, please fill out the following form: