Planning Comment Codes
If you have comments that either require long descriptions or that sometimes appear together on invoices or receipts, you can create grouped Comment Codes to further decrease entry time. By grouping your Comment Codes, you gain additional control and flexibility. Grouped codes have the first five characters alike and the sixth character different. The example in this topic uses the following grouping method for Comment Codes:
• SALES1
• SALES2
• SALES3
• SALES4
Each Comment Code identifies a different comment line (line of text). The sixth character can be a letter or a number. When you select a Comment Code using the Lookup during sales entry, the system adds comments corresponding to the code you selected and all the codes of the group that follow. This feature is useful for both long descriptions and for different comments that sometimes appear together on transactions.
Example: How could I group comments for sales? |
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Suppose you have the following Comment Codes set up: • SALES1 Thank you for you business. • SALES2 Please let us know how we are doing. • SALES3 Remember to sign up for our special mailings. • SALES4 Our special mailings are sent out monthly. If you enter the Comment Code SALES in the entry window, all four comment lines will appear, one after the other. If you enter the Comment Code SALES3, only the third and fourth comment lines will appear. By setting up groups of Comment Codes in this manner, you can keep similar comments together and help streamline sales entry. |
You can add as many Comment Codes as you need to create the comments you’ll be using on your invoices/receipts.
To create you Comment Codes:
1 In Sales, select Options > Define Frequently-Used Comments from the left navigation pane.
Click thumbnail for larger view of image.
2 In the Comment Code box, enter a code of up to six alphanumeric characters. This code is used to distinguish this comment from others and it appears in Lookups.
3 In the Comment box, enter the comment that you want to appear in the transaction when you select this code.
4 Select Save to keep this comment.
Published date: 11/22/2021