Adding Order Notes to an Order

You can add order notes to both non-invoiced and invoiced orders. Order notes appear in the Correspondence: Notes screen, where you can view, edit, or print them later. For more information, see Searching Existing Notes

This section contains the following topics:

Adding Order Notes to a Non-Invoiced Order

  1. On the left side of the Demographics screen, click Material Orders.
  2. Click the Non-Invoiced tab, if it is not already displayed.
  3. In the Non-Invoiced Orders list, locate the order where you need to add notes and click the Order Status link.

    The Order Status History window opens.

  4. Type the Order Notes.
  5. Click Save.

Adding Order Notes to an Invoiced Order

  1. On the left side of the Demographics screen, click Material Orders.
  2. Click Invoiced, if necessary, to open the Invoiced tab.
  3. In the Invoiced Orders list, locate the order where you need to add notes and click the Order Status link.

    The Order Status History window opens.

  4. Type the Order Notes.
  5. Click Save.

Editing Order Notes

  1. Open the Order Status History window. For instructions, see Adding Order Notes to a Non-Invoiced Order or Adding Order Notes to an Invoiced Order
  2. Make changes to the note, as necessary.
  3. Click Save.