Add line item and other notes to a purchase order or return

This is part of the Purchasing Add-on Module.

Purchase orders and returns have a variety of places to keep notes. Some are internal, meaning only visible within your nursery, and some are external and visible to the vendor.

Overall Order Notes

Notes that apply to the entire order can be left in the Notes tab near the top of the order.

Individual Item Notes

Line item notes are all found on orders in the Show Notes tab just above the item list. There you will find 2 different note options:

• Item Notes: These are external notes which will appear for vendors on document forms alongside each item.
• Internal Notes: These notes are internal and won’t be shown to the vendor.

Note: Once any line item note is added the icon will appear next to the item's Short Name to indicate that there is a note for that item.