Sales Orders - Tab - Notes

Attach useful notes for any Customer or Sales related information

#Click on the Green [OT] Button which will take you into the Order Tracker area

#Click on the [Notes] Tab

#Click [+Add]

1. Select a tag
2. Enter any Notes
3. Upload an attachment. For attachments, please ensure your file meets the necessary criteria.

Note: For creating Order Tracker note Tags access Sales Documents Settings - Order Tracker Note Tags

#You can see the uploaded file - you can add another, remove this note or download