New Note

New Note is to create notes for a customer. Notes can include customer specific tasks or any additional details.

Steps to Enter Notes

Select the customer.
Navigate to New Note. This will open up the form.
Enter the notes in the space provided.
Select the follow-up date.
Save the record.

Table 1: Field Description for Notes

Fields

Description

Customer
Customer code and description will be auto loaded.

User
User is updated by the system. This is the user who is logged into the POS system when the note was updated.

Status

Users can update the status of the notes. Status Include

New
In Progress
Deferred
Completed
Waiting
Cancelled

Next Follow-up Date Enter the next follow-up date on which the entered notes should be reviewed.

Reference Enter additional details in the reference field.

Figure 1: New Note

Fields	Description
Customer	Customer code and description will be auto loaded.
User	User is updated by the system. This is the user who is logged into the POS system when the note was updated.
Status	Users can update the status of the notes. Status Include New In Progress Deferred Completed Waiting Cancelled
Next Follow-up Date	Enter the next follow-up date on which the entered notes should be reviewed.
Reference	Enter additional details in the reference field.