Add Notes to Orders | Feature Requests | Portal Feature Requests

Add Notes to Orders

Sales Team

It would be great to be able to add notes to each item in an order. Example, if a certain item is on BO, it good to know the expected ship date. This is something we have been able to do manually with our previous software.

August 26, 2022

Susan Hine

Agreed! This would be very helpful. Sometimes an item ends up being in stock or needs to be picked up from a local supplier and I want the installer to know where to go to get it. Or if something needs to be installed in a special way or special place ...

Judson Bartels

Yes this needs to happen! We feel bad adding notes to supplier notes as they get notified for something like us adding tracking, backorder status etc... And sometimes the notes I need to add are no one else's business.

Lisa Duclon

Yes! The ability to add internal notes to ourselves for future referencing would really help with record keeping and admin.