Entering header & line notes on transactions

Here, we'll walk you through how to enter line notes and header notes on any transaction. In this example we're entering notes on a sales order. However, the same steps can be used for any transaction.

Entering line notes

When you're editing a transaction, right-click on the product you want to enter a note for and select Add Line Note.

A screen will pop up where you can enter your notes. Once they've been entered, click accept.

A blue triangle will appear next to the product to indicate that something is associated with the product.

A blue triangle appears when either one or more of the following items is associated with the line item:
1. A line discount
2. A line note
3. A bill of material

 

Entering header notes

Header notes can be entered on the bottom left-hand side of any transaction.

 

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