Sales OE Quick Access Bar: Notes
Select Notes on the Quick Access Bar to view or add notes on this customer, the current transaction, or the currently-selected Inventory item, as described in more detail below.
Customer Notes 
Use this option to view and/or enter notes for the current customer. This option is only available if Sales is integrated to Accounts Receivable, the Layout is set up to show Notes, and there is a customer selected for the transaction. If there are currently notes for the selected customer, an asterisk (*) will appear at the end of the Customer Notes label.
If the Automatically show existing notes check box is checked in the Sales Entry Layout window, customer notes will show by default.
Transaction Notes 
Select this option to view and/or enter notes for the current transaction. If there are currently notes for the selected transaction, an asterisk (*) will appear at the end of the Transaction Notes label.
Inventory Notes 
Select this option to view and/or enter notes for the currently-selected item.If there are notes for the selected item, an asterisk (*) will appear at the end of the Inventory Notes label.
Time Stamp 
Select this button to automatically place the current date and time in the notes.
Text Search/Find Next 
Select the Text Search button to open a window in which you can type the text for which you are searching. Then click OK to start the search. Once an instance of the text has been found, use the Find Next button to find the next instance of the text. You can also highlight text in the notes and then select the Text Search or Find Next button, and the system will automatically search for the next instance of the highlighted text.
 
Published date: 11/22/2021