Enter data for Quotes / orders
At the Quotes / Orders screen there are several NOTES fields which can be used for extra notes about a customer or about an order.
Use the CUSTOMER DATABASE screen to enter permanent notes about each customer. For example, credit details, or delivery instructions. If you enter notes in the database take care to be consistent in the use of the notes field so that the same notes field is used for the same type of information.
For example you may choose to use notes 1 and 2 for financial information and note 3 for extra delivery information.
Note 1 Credit OK
Note 2 Order limit $5000
Note 3 No deliveries on Monday
These notes can also be selectively printed on estimates and delivery notes etc. In the above example Note 3 could be printed on the despatch note but notes 1 and 2 are for display only to advise the order taker at the order entry screen.
Select the list box button for a list of possible answers for the note (if any).
You can overwrite the notes at the ORDER ENTRY screen or add extra notes - this does not affect the information in the customer database.
You can also customise the notes fields with PHRASES of your choice so that it clear to the operator what each notes is used for and offer a choice of fixed responses from a list.
