Slide 1

Slide notes: We will now look at the NOTES function on the Order screen.

 

 

 

Slide 2

Slide notes:

 

 

 

Slide 3

Slide notes:

 

 

 

Slide 4

Slide notes: Notes can be recorded against the Order itself, i.e. when we select 'Deal General' for the Note, and we can also record a Note against any or all specific Order Items on the Order.

 

 

 

Slide 5

Slide notes:

 

 

 

Slide 6

Slide notes:

 

 

 

Slide 7

Slide notes:

 

 

 

Slide 8

Slide notes:

 

 

 

Slide 9

Slide notes:

 

 

 

Slide 10

Slide notes: So we have now recorded 2 notes on the same Order Item. The one is internal only, the other is external, i.e. visible on the Order Invoice.

 

 

 

Slide 11

Slide notes: