General - Internal Documentation - Notes


The following guidelines can be followed when using note function for internal documentation:

Note Location

Sticky Option

Type Enabled

Type Option

Function

Customer View

Yes

Yes, if Sticky is True

  • Generic
  • Invoice
  • Shipping
If sticky is set to True the notes will copy to any Order or Quote that is created from a New, Reorder or Convert for that Customer. If the Customer is changed, or the Order/Quote is Reordered or Converted the notes will be removed and re-added based on the current Customer selection, if there are any.
 A split will retain the Notes on the original order.


Contact View

Yes

Yes, if Sticky is True

  • Generic
  • Invoice
  • Shipping

If sticky is set to True the notes will copy to any Order or Quote that is created from a New, Reorder or Convert with that Contact. If the Contact is changed, or the Order/Quote is Reordered or Converted the notes will be removed and re-added based on the current Contact selection, if there are any.
 A split will retain the Notes on the original order.


Order View

No

Yes

  • Generic
  • Invoice
  • Shipping



Item View

No

Yes

  • Generic
  • Graphics
  • Press
  • Finishing
  • Outsourced
  • Shipping


Stock View

Yes

No



If sticky is True the notes will copy to the Order Item as a Press Note Type when that Stock is added in the Stock Tab. If the Stock is removed or changed, the notes will be removed and added back based on the current Stock selection, if there is one.

Supplies View

No

No





Customer Goods View

No

No





Vendor Edit

Yes

No



If sticky is True the notes will copy to the Order Item as an Outsourced Note Type when that Vendor is added in the Outsourced Tab. If the Vendor is removed or changed, the notes will be removed and added back based on the current Vendor selection, if there is one.

Supplier Edit

No

No





Template Option Edit

No

Yes

  • Generic
  • Graphics
  • Press
  • Finishing
  • Outsourced
  • Shipping

When a Template Option is inserted into an Order Item the notes copy to the item. If the template is changed or refreshed the notes are removed and added based on the current Template Option selection.

Templates and Template Edit – Bulk Actions - Notes

No

Yes

  • Generic
  • Graphics
  • Press
  • Finishing
  • Outsourced
  • Shipping

When a Template Option is inserted into an Order Item the notes copy to the item. If the template is changed or refreshed the notes are removed and re-added based on the selected template.

Press Edit

Yes

No



If sticky is True the notes copy to the Order Item as a Press Note Type when that Press is selected (loaded by a template or manually set). If the Press is removed or changed, the notes are removed and new notes are added based on the current Press selection.