Throughout The Business Edge you have access to Internal Notes for your Customer’s, Vendor’s and Inventory. These notes are very conveniently located in the respective Inquiries, File Maintenance as well as in the functional areas that you would most likely want to enter a new note or review previous notes.
Customer Notes are available in the Customer Inquiry, Enter & Edit Orders, Allocate Inventory and Enter & Edit Customers.
Vendor Notes are available in the Vendor Inquiry, Enter & Edit Vendors, Enter & Edit Vendor Invoices, Receive PO and Post Accrued, Receive PO and Post AP and Enter & Purchase Orders
Inventory Notes are available in Product Inquiry, Enter and Edit Products.
Purchase Order Notes are available in Enter and Edit Purchase Orders and Purchase Order Inquiry.
Sales Order Notes are available in Enter and Edit Orders, Allocate Inventory and Order Inquiry.
Invoice Notes are available in Enter and Edit Invoice and Invoice Inquiry.
Processing Purchase Order Notes are available in Enter and Edit Processing Purchase Order and Processing Purchase Order Inquiry.
Notes are displayed in chronological order by date with the most recent date on top. Each note is saved with the Date, Time and Login Name of the person that entered the note. If you enter the most descriptive information as the first line of the note, you can then easily view the subject and decide if you would like to read the entire note. You can highlight any note and press enter to view the note in its entirety.
Since Notes are presented in a Scrolling Window you can also export notes to Excel.