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


Note: The Type Option on notes cannot be customized. These are set types used to determine where notes will appear on orders, items, etc.


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 ViewNoYes
  • Generic
  • Invoice
  • Shipping
Notes will only display on Order view page.
Item View
No
Yes
  • Generic
  • Graphics
  • Press
  • Finishing
  • Outsourced
  • Shipping
Notes shown will vary on the Item View panel depending on the note type. 
  • Generic and Shipping notes will always show. 
  • Press, Finishing, and Outsourced only show on corresponding Item View tabs.

Stock View
Yes
No
(Copies to the Order Item as a Press note)
If sticky is set to True, the notes will copy to the Order Item 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


Notes will only display on Supply view page.
Customer Goods View
No
No


Notes will only display on Customer Good view page.
Vendor Edit

Yes

No

(Copies to the Order Item as an Outsourced note)
If sticky is set to True, the notes will copy to the Order Item 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
Notes will only display on Supplier view page.
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 
(Copies to the Order Item as a Press note)
If sticky is set to True, the notes copy to the Order Item 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.