This article documents how to setup and utilize comments fields that are available within the system. These comments are convenient for things such as instructions to staff, messages to customers, holidays greetings, seasonal sales, special sales, etc..
These comments fields can be printed by itself or in combination of multiple types of comments.
Customer Comment
Customer comment can be setup under Customer master. You can set this up to default the printing of these comments on Order Confirmation, Shipping Document, Invoice, Statement, Packing Slip, Pick Ticket and as Splash Comment.
- Navigate to Master > Sales > Customer > Profile > Comments.
- Type in Comment ID.
- Select the forms you would like this Customer Comment to be printed on.
- Type in Comments.
- Click Close.
- Click Yes.
Standard Comment
Standard comment can be setup under Master. You can set this up for default printing this comment on Order Confirmation, Shipping Document, Invoice,Work Order, Customer Statement, Packing slip and Pick Ticket.
- Navigate to Master > Sales > Standard Comment.
- Click on the Insert button.
- Type in new Comment Code.
- Select the forms you would like this Standard Comment to be printed on.
- Type in Standard Comment.
- Click Save.
Click Close.
Order Comment
Order comment can be setup in Customer Orders form, under the Order Comment tab. Here, you can create a new comment, select an existing Order comment or a Standard comment.
If you select an existing comment, you can also select or de-select the forms that you want to include in the printing process.
When you select an existing Standard comment or Customer comment, change the default options and save it, the system will save this comment as an Order Comment.
- Navigate to Order > Customer Order > Create new customer order.
- Click on Order Comments tab.
- Click on Comment drop down. The system will display a list of existing Order Comments, Customer Comments & Standard Comments.
- You can select the Customer Comment and/or Standard Comment.
- Type = C indicated that this is a Customer Comment.
- Type = O indicated that this is a Order Comment.
- Type = S indicated that this is a Standard Comment.
- If none of the existing comments are being used, you can create a new Comment by start typing in the comment box.
- Select which forms you would like this Comment to be printed on.
- You can select more than 1 comments for your order.
- Click Save
- Click Close
Reports
If you have selected to print comments on Order Confirmation > Navigate to Report Wizards > Order Confirmation > The comments will be printed in the Comments section at the bottom of the Order.
2. If you have selected to print comments on shipping order > Navigate to Logistics > Logistics Maintenance > Retrieve your order.
3. Click on Shipping Order button > The same comments will be printed in the Comments section at the bottom of the shipping order.
4. If you have selected to print comments on invoice > once you create invoice for your order > the same comments will be printed in the Comments section at the bottom of the invoice.