Sales: Adding Notes To Customers & Orders
Adding Order/Customer Notes
When conducting a sales transaction at a POS terminal, you can add either an Order Note or a Customer Note.
- Click the “caption bubble" button with a zero on it, located near the top left of the screen with the Customer information.
- You can then select whether the note will be attached to the customer profile, or to this sales order, by choosing from the “Client Note” or “Order Note” buttons.
- Enter your note.
- Select "Save Note".
The number of notes will now appear in the “caption bubble” icon and you can click it again to review or add more notes.
The Order Notes will also be available in the CRM module of the BackOffice software when you view the Order/Transaction details.