Add line item notes on orders

There are several options for leaving line item notes on sales orders, master orders, credit memos, and quotes.

Note: Once any line item note is added the icon will appear next to the item name to indicate that there is a note about that item.

Line item notes are all found on orders in the Show Notes tab just above the item list. There you will find 4 different note options:

• • Item Notes: These are external notes which will appear for customers alongside each item.
    • Picking Notes: These are internal notes that will appear on picking tickets for these items.
    • Lost Notes: These are internal notes about why a sale was lost for this item and will not appear anywhere but on this sales order.
    • Other Internal Notes: By clicking on the icon, you can write longer notes about each line item which will remain with the order.

Tip: You can autofill all items with the same Item Note or Picking Note by entering the note once and hitting Enter, then selecting that note, clicking the triple dot icon and choosing Autofill Selected.