Use the Customer/Vendor Standard Notes program to create and edit company-wide notes to apply to orders. You can create the following types of notes:
Customer Standard Shipping Instructions
Customer Standard Internal Notes
Vendor Standard Shipping Instructions
Vendor Standard Internal Notes
Create these notes as reminders of transaction requirements. Order writers can then use the Notes or Shipping Instructions hot keys to attach these notes to orders from the order's Header screen.
Use the following procedures to:
To create a new customer or vendor standard note:
From the System > System Files > Customer/Vendor Control > Customer/Vendor Standard Notes menu, select the type of note to create.
Note: If prompted, log on to the character-bassed system.
The system displays a screen listing all the note titles currently defined for that type.
Select ** NEW NOTE ** and press Enter to display the Note Title screen.
Enter a title for the note and press Esc to display the screen for that note title.
Enter the text of the note and press Esc.
Press Esc to return to the Customer/Vendor Standard Notes menu.
To edit a customer or vendor standard note:
From the System > System Files > Customer/Vendor Control > Customer/Vendor Standard Notes menu, select the type of note to edit.
Note: If prompted, log on to the character-bassed system.
The system displays a screen listing all the note titles currently defined for that type.
Position the cursor on the note to edit and press Enter to display the screen for the selected note title.
Edit the note as follows:
To change the text, type over the existing text or add text to the end of the note. Press Esc to save your changes.
To change the title, use the Edit Title hot key. Type over the existing title and press Esc to save your changes.
To delete the note, use the Delete Note hot key. Enter Y at the prompt to confirm your deletion.
Press Esc to return to the Customer/Vendor Standard Notes menu.
See Also:
Customer and Vendor Standard Notes Overview