Popup Order Notes
Popup Order Notes ensure that important information stored against an account or delivery place is never missed when creating an Order. Notes appear automatically as a popup at the right moment, giving your team the option to review and copy them onto the Order before continuing.
How It Works
Notes are stored against Accounts and Places in the system. When you select an account or delivery place during Order creation, any relevant notes will pop up automatically so nothing important gets overlooked.
Adding Notes to an Account
Navigate to Accounts and open or create the account
Go to the Notes tab
You can add four types of notes depending on who needs to see them:
Note Type | Who it is for |
Internal Description | Staff only. Not visible on customer-facing documents |
External Description | Appears on customer-facing documents |
Transport Description | Instructions for the transport team |
Warehouse Description | Instructions for the warehouse team |
Adding Transport Notes to a Place
Transport notes can also be stored against a Place, such as a delivery site. These will appear when that place is selected as the delivery address on an Order.
Navigate to Places and open or create the place
Go to the Notes tab
Add the relevant transport instructions and save
Notes in Action During Order Creation
Selecting an Account
When you select an account that has notes stored against it, a popup will appear displaying those notes. You can review them, confirm, and choose to copy them onto the Order.
Selecting a Delivery Place
When you select a delivery place that has transport notes, a popup will appear in the same way. You can review and copy the notes into the Order's transport details.
⭐ Quick Tip: When creating an Order directly from an Account, the system will also prompt you to carry over any notes already stored against that account.
Summary
Popup Order Notes remove the risk of important information being missed or having to be re-entered manually. By storing notes once at the account or place level, your whole team benefits every time a new Order is created.
💬 Need help? Click the blue help bubble in the bottom right corner of your screen to start a conversation with our support team.