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
- Adding Order Notes to an Invoiced Order
- Editing Order Notes
Adding Order Notes to a Non-Invoiced Order
- On the left side of the Demographics screen, click Material Orders.
- Click the Non-Invoiced tab, if it is not already displayed.
- 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.
- Type the Order Notes.
- Click Save.
Adding Order Notes to an Invoiced Order
- On the left side of the Demographics screen, click Material Orders.
- Click Invoiced, if necessary, to open the Invoiced tab.
- 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.
- Type the Order Notes.
- Click Save.
Editing Order Notes
- 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
- Make changes to the note, as necessary.
- Click Save.