Notes

When a CSR or Salesperson writes up an order / quote they may have information that is specific to an order item from the customer. This information can be added as Note which can be displayed at the item level, in production queues, and work order documents. 

Location 

Notes are located on the right side of the New Item Page.

Create a Note

• Click the + icon to the right of Notes.
• Choose a Label (informational). Labels can be customized in Settings > General > Note Labels. 
• Choose a Type. The Type will determine where the Note will be displayed in Production Queues and Work Order documents.
• Click Save.