Order Notes
- Kim Beck
There are three different types of notes (comments) on an order:Â Account Comments, Order Notes and Order Remarks/Comments.
Account Comments
The Account Comments are the comments that are entered for each customer on the Comments tab in the Customers database. These comments do not print anywhere.
Order Notes
The Order Notes can only be created on an order and they are just for that order. These notes cannot be deleted and they do not print anywhere.
To create an order note, click the add icon shown below in red
A new screen will appear where you can enter your order notes.  The date and user are tracked for each note that is entered. Â
You must select an Order Note Type. You can create as many, or as few, as you like in the Order Note Type database which can be found on the Setup menu.
Once you save the order note, you will be prompted if you wish to e-mail the note to the customer. If you click "Yes", it will only e-mail the note that you just entered. If there were other notes,previously entered, they will not be included in the e-mail. The e-mail address that it uses is the e-mail on the General tab of the Customers database.
Order Remarks/Comments
The Order Remarks/Comments can be created and edited on an order. These notes are printed on the work ticket and invoice.
To create or edit a remark/comment, click the edit icon shown below in red
A new screen will appear where you can enter your remarks/comments. There are a total of 11 lines.
