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Sales Orders - Tab - Notes

Attach useful notes for any Customer or Sales related information

Click on the Green [OT] Button which will take you into the Order Tracker area and Click on the [Notes] Tab
Select [+Add] to add notes or attachments

You can select: 1. Sales Tag, 2. Enter any Notes and 3. Also upload attachments. For attachments, please ensure your file meets the necessary criteria

For creating Order Tracker note Tags access Sales Documents Settings - Order Tracker Note Tags

You can see the uploaded file - you can add another, remove this note or download
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Sales Orders

Sales Orders 36
Consignment Sales Orders 6
Bulk Updates and Imports 7
Proformas 7
Delivery Notes 6
Invoices 9
Return Authorisation 6
Credit Notes 6

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