Creating Customer Notes and Shipping Instructions

Use Customer Maintenance to create or edit default internal notes or shipping instructions for a customer. These notes or instructions appear on the sales order's Header tab, where they can be edited as needed.

Internal notes do not print on invoices or other forms, so default notes are useful for confidential reminders needed on each of the customer's orders.

Note: Use the Copy Internal Notes Direct Sales Order To P/Ocontrol maintenance record to indicate whether the system copies internal notes from a direct sales order to the corresponding purchase order. If you select Yes, these notes supercede any Vendor Internal Notes.

Shipping instructions print on pick tickets. Use them to alert delivery people to the customer's special delivery needs, such as specific delivery location.

To create default shipping instructions for a customer:

From the Maintenance menu, select Customer to display the Customer Maintenance window.
In the Customer field, enter the customer for whom you want to create default shipping instructions.
From the Orders menu, select Customer Order Entry Instructions to display the Customer Order Entry Instructions window.
In the Instruction Type field, select Shipping Instructions.
In the box below, enter the text to use for the default shipping instructions. Alternatively, from the Edit menu, select Standard Shipping Instructions to select from a list of standard shipping instructions.
Save your changes and exit the window.

Note: To create or edit standard shipping instructions, use the Customer Standard Shipping Instructions feature.

To create default internal notes for a customer:

From the Maintenance menu, select Customer to display the Customer Maintenance window.
In the Customer field, enter the customer for whom you want to create default shipping instructions.
From the Orders menu, select Customer Order Entry Instructions to display the Customer Order Entry Instructions window.
In the Instruction Type field, select Internal Notes.
In the box below, enter the text to use for the internal note. Alternatively, from the Edit menu, select Standard Notes to choose from a list of common notes.
Save your changes and exit the window.

Note: To create or edit standard internal notes, use the Customer Standard Internal Notes feature (System > System Files > Customer/Vendor Control > Customer/Vendor Standard Notes > Customer Standard Internal Notes).