Adding Notes and Tasks

Notes may be added to Tasks, Customers, Sales Orders, Purchase Orders and Stock Transfers; the process is the same for each one.

Task categories are controlled within Site Settings

On Sales Orders, it is possible to email the note directly to the Customer; this email will include any attachments you upload to the Note

How to add a Note or a Task

1. Click into this box to type a note

2. Click add attachments to the note

Tip: There is a file size limit, but it is possible to add multiple files simultaneously; use this to add PDFs, images and short videos

3. Choose your files from the dialogue, or alternatively drag and drop them onto the 'choose files' button

Tip: You have the option to save this as a note or to turn it into a Task

4. To turn this into a task, click the appropriate button

5. Make you selections, and then click to 'create task'; this will save the note and add a Task