Creating Static Print Comments

Task/Problem Overview

The Comment TAB allows you to create global comments for all users or specific comments based on a user. This TAB located within the Admin > Administrator Settings is not widely used unless you have a large inside/outside sales team in which special steps are needed to complete any action on their behalf.

• From here select what Type of comment: Global or User if you select User you must choose from your user list.

• We will begin by creating a Global comment. Select Add and enter your comment in the text field.

  

• Then select Update to save your comment. Once saved it will appear at the top of the

  comments tab for reference as a global comment.

• Next, we will create a User comment. On the same tab, select User as the Type, then select the User.

  

• Then add your comment in the text field.

  

• Once you are done select Update to save the comment. Once saved it will appear at the top with the user’s name and comment. NOTE: You can only use notes that are assigned to the user you are logged into.

  

Using Static Comments

Once you have added static comments within the Admin settings you are now able to use these notes.

In a new order, return or PO within the header double click on Printed Comment field, and the Insert Comment box will appear.

Any comments that have this <*> before the comment denotes that it is a global comment. Any other comments shown are your specific user comments that have been created.

From here you can click on the comment you want to use and select and it will be displayed in the Printed Comments field.

In addition, you can also create a new comment in the Insert Comment box to be saved for future use. Just select Add and enter the new comment.

Then select OK and it will appear in your list as a new specific user comment to be used then and in the future.