Internal Notes

INTERNAL NOTES

Internal notes field can be used to maintain specific notes related to Sales/Shipment/Customer. It can be seen on the screen and can be used as notes within the company. 

Note: This won’t be appearing on the document output type.

1. The steps to maintaining Internal Notes specific to Shipment/Sales/Customer:- 

On Shipment Screen:  Shipment Master--> General-->Additional Information-->Internal Notes

On Sales Screen:  Sales-->Terms and Condition-->Internal Notes

Client Specific Internal notes can also default under Customer/Buyer detail.

On Customer : 

Customer à Add / Existing Customer à Internal Notes à Save

2. Various Internal Notes can be maintained under the text dropdown setting for this field. Which can further be available to assign in Shipment/Sale/Customer Default. Users can select the Internal notes from the “…” three dots icon and select from the dropdown which was maintained under the text dropdown.

Settings à Lists & Dropdowns à Text Dropdowns

Click on the “Text Dropdowns” and a new screen will open.

Click the “+Add” button and select the text type as “Internal Notes”.

Important Notes:

1. If a buyer/consignee is selected on SO with defaults than internal note will be copied from customer default to SO screen.
2. If a buyer/consignee is selected on Shipment with defaults, the internal note will be copied from the customer default to the Shipment screen.
3. If the previous sale is copied to new sale, the internal note will get copied to new sales if available.
4. If the previous shipment is copied to a new shipment, the internal note will get copied to a new shipment if available.
5. If a sale is copied to shipment then an internal note from sales will be copied to shipment if available.
6. If the shipment already has an internal note and the buyer/consignee default does not have any internal note default, then it would not overwrite the internal note (blank data) in shipment.
7. If the shipment already has an internal note and the buyer/consignee default also has internal note default, then it will overwrite the internal note in shipment.