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

What do you want to do?

  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.
  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.
  1. Open the Order Status History window. For instructions, see Add an order note to a non-invoiced order or Add an order note to an invoiced order
  2. Make changes to the note, as necessary.
  3. Click Save.