In RepDesk you can use the "Pre-Defined Notes" and “Automatic Sales Notes” to insert notes for the customer or vendors in any sales order.
You can create notes in four different sections in RepDesk.
*Please note that all category of notes will be visible to vendors and customers on any sales order.
- Predefined Notes in My Organization section are notes that can go in any sales order.
- Sales Order Automatic Notes can be added here. These notes will be added to all sales orders automatically.
- In the Vendor Account you can create Predefined Notes that you can add when entering the credit card info. These are typically used when you have something specific to communicate to the Vendor.
- In the Vendor Account you can create Automatic Sales Notes that will automatically be sent to this specific Vendor in every order. *Note any notes can be seen by Vendor and Customer.
Once you have set up all your notes you will be able to see them and add them in the sales order.
All Automatic Sales Notes created in My Organization will be seen in the notes section of the sales order automatically.
When you click on “Edit Notes”
You will be able to select from Pre-Defined Notes that were created in My Organization.
If you click on the Vendors Name in the sales order you can add the Vendor Pre-defined notes.
Click on p-notes and you will see the Predefined Notes created in the Vendor Account.
