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How can I add internal notes to a sales order?
How can I add internal notes to a sales order?

Adding memos or internal notes

Updated over 4 years ago

The Memo tab can be used to add additional internal notes to each Sales Order. 


Add Memo

To add memos to a Sales Order, in the sales order go to the Memos subtab.


Click on the Add Button and enter Memo and click save. Once the memo is saved it will display with Date, User, and Memo.

Edit Memo

To edit memos on a sale, in the sales order go to the Memos subtab.

Click on the edit button and edit the memo. Once the memo is edited, the date and time on the memo will be updated. 


Delete Memo

To delete memos on a sale, in the sales order go to the Memos subtab.

Click on the delete button to successfully delete the memo. 

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