Use customer and vendor standard notes to create company-wide shipping instructions, such as "Call job site before scheduling delivery or material will be refused," or company-wide internal notes, such as "Check recent price updates."
Order writers can attach these notes to an order to ensure that all transaction requirements are met.
For example, a customer requires a call to schedule delivery of product. Attach the standard shipping note "Call job site before scheduling delivery or material will be refused" to the customer's sales order. The shipping ticket for that customer displays the note. The note reminds the person in charge of delivery of the customer's requirements.
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