Adding Notes to Items and Transactions in SCIS
You can add a note to an line item on an order or to the entire transaction. This is useful for adding information to an order. For example, you may want to add a note that the customer was referred by a friend or that the customer prefers pickup.
To add Notes to a transaction:
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Touch or tap the note icon under an item in the cart or in the transaction summary area. A screen pops up where you can select a preset note.
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Select a note type.
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Add more information if needed.
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Tap Save.
After you have added a note to a transaction, a red circle appears on the note icon. If you see this on a saved order, then you know that a note was entered by the previous sales associate.