Why:

The order notes function allows you to record information specific to a particular order. Depending on a parameter setting, each time the order is opened the order notes window might appear.

Any text in the remarks field will always be printed on the invoice.

 

Where:

From the Workshop Order View, open the order you want to add notes to. This will display a Notes For… window. Order Remarks are held in the Remarks field of the order header.

 

How to Add Notes and Remarks to Orders:

Order notes can be created or amended for an open order and only viewed on an invoiced order.

To add notes to an order, select the appropriate icon from the toolbar in the order maintenance window, there can be Order Notes , Customer Notes  and Vehicle Notes . Each notes window is a free text field where you can input the required information.

 

What else would you like to do?

Amending a Workshop Order.

 

Related Topics:

Creating a Workshop Order.

 

Set up:

Text added to an order is printed on the job card if the print checkbox is ticked upon the Text Tab. Remarks are printed on the invoice if the Print Remarks checkbox is ticked.