A memo is a note attached to a purchase order. Use it to record anything the order itself does not capture — why the price changed, what the vendor said on the phone, why a delivery is late.
Every memo is stamped with the date and who wrote it, so it doubles as a record of who knew what and when.
Add a memo
Open the purchase order.
Click Memos at the top, next to the Order, Receiving and Bills tabs.
Click Add.
Type your note.
Click Save.
Edit or delete a memo
Open Memos, then use the edit or delete button on the memo you want to change.
Editing updates the date and time on the memo, so it shows when it was last changed rather than when it was first written.
Memos are internal
Memos do not appear on the printed purchase order and are never sent to your vendor. They are for your team.
If you need something the vendor will see, put it in the notes on the order itself.
How to know it worked
The memo appears in the list with today's date and your name against it.