Furniture Order Entry Concepts

You can attach notes (also known as specials) to a particular item on an order or to an entire order. Notes print on your pick tickets, invoices, purchase orders, short buys, and backorders.

 

You add notes using the Order Notes dialog box. This box lets you enter the following:

You can also specify where the notes print:

These notes help you keep track of any circumstances or situations surrounding the order. For example, you can keep track of any delays, damaged goods, or dissatisfied customers. You can add or change notes when you:

You can attach a note to an entire order or a particular item. If you attach a note to an order, it is called a global note. If you attach a note to an item, it is called an item note. You can also specify tag information for line items on the order. While you can attach a global note at any time, to attach an item note, you must enter the note immediately after you enter the item on the order.

 

You can also attach purchase order notes when building the purchase order in Order Entry. If you do, these notes print on all purchase orders attached to the order. They can also be changed when you change and verify orders. At that time, you can specify whether to change the notes for a specific purchase order or for all purchase orders attached to the order.

 

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Adding and Changing Furniture Order Notes