Notes History

The Sales Order Notes History window in SAM provides a comprehensive record of all notes and comments related to a specific sales order. 

This feature allows users to track communication, updates, and any important details throughout the lifecycle of an order. Each note entry is timestamped and associated with the user who added it, ensuring accountability and traceability. 

Users can add new notes, review past interactions, and filter notes based on date ranges or specific keywords to quickly locate relevant information. The Sales Order Notes History window enhances transparency and facilitates effective collaboration within the sales team.

To add a new note:

  1. Navigate to the Sales Order Module and select the desired order.
  2. Click on the “Notes” menu option to open the Notes popup window.
  3. Enter the relevant details in the provided text fields.
  4. Click “Save” to store the Note, which will then be available for future reference by authorised users.

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