FreshByte allows you to add permanent customer-specific notes within the Customer Master. These notes are stored at the customer level and cannot be modified from the Sales Order screen, ensuring consistent and controlled communication.
There are three types of permanent notes available:
-
Permanent Invoice Notes - Display on the customer’s invoice.
-
Permanent Picker Notes - Print on the pick ticket for the customer.
- Customer SO Note - Display on the Sales Order Screen.
How to Enter or Edit Permanent Notes
Navigate to Customers -> Customers
- Select the customer you want to edit, then click Edit.
- Go to the "Customers 2" tab.
- On the right-hand side of the screen, you will see fields for the permanent notes. Enter or update the note(s) as needed:
-
-
-
Invoice Note
-
Picker Note
-
SO Note
-
-
- Close the text entry window. The note field will outline in blue to indicate that the note has been entered.
- Select 'Save' to finalize the changes.
The notes are now permanently associated with the customer and will populate automatically where applicable in the system.