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 lists the start of order (AAAA) and end of order (ZZZZ) specials that you can enter on the pick ticket when the order is placed, along with any line item notes that may have been specified.

 

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 attach a global note at any time. To attach an item note, you enter the note immediately after you enter the item on the order.

 

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Adding and Changing Order Notes