Adding Comments and Instructions to Order Entry Transactions

On Order Entry transaction entry screens, you can add comments for customers and instructions for your staff. More...

  • Comments appear on printed quotes, order confirmations, invoices, credit notes, and debit notes. You can add comments for each document, and for individual details included in a document.
  • Instructions appear only on picking slips. You add instructions for individual details included in a document.

To add comments to a transaction:

  1. Open  Order Entry > O/E Transactions.
  2. Select a transaction entry screen, such as Order Entry.
  3. Select a transaction, and then click the Totals tab.
  4. In the Comment field, enter comments.
  5. Enter remaining information for the document, and then click Post.

Comments you entered appear in the Comments section on printed documents (such as quotes, order confirmations, and invoices).

To add comments or instructions to a detail:

  1. Select a detail line, and then open the O/E Detail Comments/Instructions screen in one of the following ways: Click the Comments/Instr. column header. Click in the Comments/Instr. field, and then press Ctrl+Shift+F9.
  2. In the Type field, specify the type of information you are entering (Comment or Instruction).
  3. Enter comments or instructions. You can enter up to 80 characters per line. To start a new line, press Tab or Enter.
  4. Click Close.

Comments you entered appear in the Description column on printed documents, directly below the description for each item or miscellaneous charge.

Instructions you entered appear in the Description column on printed picking slips.

  1. Select a detail line.
  2. Click Item/Tax.
  3. Click the Zoom Zoom button button to the right of the Comments/Instructions option.
  4. In the Type field, specify the type of information you are entering (Comment or Instruction).
  5. Enter comments or instructions. You can enter up to 80 characters per line. To start a new line, press Tab or Enter.
  6. Click Close.

Comments you entered appear in the Description column on printed documents, directly below the description for each item or miscellaneous charge.

Instructions you entered appear in the Description column on printed picking slips.