How to add a note to an order(s).
An efficient and quick way to add the same note to one or multiple orders, as well as how to add a note in the order header. The add to multiple orders is an opportunity to save time and remove the need to access each order one at a time - when the same note/text is being added.
The how to article is broken down into two sections. Select based on whether you need to add the same note to multiple orders or just add a note to one order header. A note may be added directly to just ONE order using the K Add Note Multiple Orders. Consider using this method when the order has hundred+ lines.
Basic path to add a note to multiple orders:
Main Menu>Order Management>Quotes and Orders>K Add Note Multiple Orders
Add note in create/update order:
Click drop down menu>select Notes/Attachments, open text box or click plus (+) to add a note.
Add note to the order header directly
Link: https://scribehow.com/viewer/Add_Note_to_Orders__8pU9X32ESpGX5PacR9cV6Q