Adding Notes

Task/Problem Overview

This document will cover the different areas where you can enter Internal notes with Savance Enterprise.

Quotes/Orders

Savance Enterprise allows you to add internal messages to a quote or order. Please keep in mind that Notes are different then Comments. Notes are meant for additional information that can be viewed internally only not only from the Notes tabs but in the SE right navigation bar.

In order to use notes, open up the quote/order, and go to the Quality > Notes.

To add a new note, click the Add button. This brings up the screen seen below. Simply specify a Subject, Type, and Message. The different types of messages don’t change the note at all, but it simply adds more information for other users when they view the note.

Click Save to add the Note. You will see your new note pop up in the Notes section. To open an existing note to view its details, simply double-click on the note.

Pick Tickets, Shippers, & Invoices

From an order go to the Status tab, double click on the Pick Ticket, Shipper or Invoice to go into the document. In the document select the Notes tab.

To add a new note, click the Add button. This brings up the screen seen below. Simply specify a Subject, Type, and Message. The different types of messages don’t change the note at all, but it is simply more information for other users when they view the note.

Click Save to add the Note. You will see your new note pop up in the Notes section. To open an existing note and view its details, simply double-click on the note.

Accounting

Accounts Receivable.

• Add a Note at Accounts Receivable Invoicing go to Accounting > Accounting Manager > Accounts Receivable> Invoicing.

Upon opening the Invoice/Shipper, you can enter a note to follow up as well.

Receive Money you can view those notes.

Accounting > Accounting Manager > Accounts Receivable> Receive Money.

Hover over the Notes icon next to the Invoice to see the note(s) at that Shipper/Invoice.

Accounts Payable.

After you’ve entered a bill you can add a note on the bill itself for reference. For example, it is a large bill that you are making payments on. Every time you’ve paid a portion of the bill you can add a note referencing this information.

To add a note to an entered bill go to Accounting > Accounting Manager > Accounts Payable > Review Bills/Credits/Debit Memos

Locate the Bill, and select the Bill Link

Select the Notes tab and t9 add a note select the Add button

Enter your note and hit Save.

Inventory

To add a note to an inventory item you’ll first need to go to Inventory > Inventory Manager > Item Manager.

After you’ve found your item, and while in the item manager select the Notes tab.

Click the Add button bottom right and the subject and text box will open.

After you enter your note select ‘Save’ and your note will appear at the top of the page. If you want to delete the note, just highlight the note and select ‘Delete’.

It is important to note these NOTES do not appear anywhere in the system or on documents or reports except at the Notes tab or wherever else indicated in this document.