<< Click to Display Table of Contents >> Navigation:  Sales Order > Sales Order > Create Sales Order/Sales Quote Overview > Create Sales Order/Sales Quote > Customer Notes Page

 

The Customer Notes page allows you to store important comments or reminders about each customer. In some cases, these notes may play a critical part in maintaining smooth relationships with your customers and in successfully carrying purchasing policies and procedures.

 

This page allows you to review, accept, or amend these narrative information about the customer and this sales order transaction. This page will be displayed by default if the Show Notepad First in Transactions option is selected in the customer maintenance record. The notes you enter in this page will also appear in the customer's record. These notes are for your company’s reference only and do not appear in the sales order document.

 

 

 

See Also

Information Page

Line Items Page

Payment/Bill/Ship Page

Activity Page

Shipments Page

Attachments Page

 

 

 

 

 

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