Pending Orders and Indents - Add Follow-up Note

Introduction

ERP One helps to add Follow-up Note in pending orders and indents.


Pending Orders

Navigate to - Sales > Sales Orders > Item Details

Sales Order - Item Details Grid

  1. Click [Edit] button to add Follow-up Note for particular order line.

Add Follow-up Note

  1. Add the requisite Follow-up Note for the particular order line item.
  2. Click [Save].

Pending Orders Report

  1. When you print the Pending Orders Report, all your follow-up notes will show up in the Excel report one below the other.

Adding More Follow-up Note

If you wish to preserve the earlier note, you may press [Enter] and key in additional note in the subsequent lines.


Pending Indents

Navigate to : SCM > Purchase Indents > Indent Item Details

Purchase Indents - Item Details Grid

  1. Click [Edit] button to add Follow-up Note for particular indent line.

Add Follow-up Note

  1. Add the requisite Follow-up Note for the particular indent line item.
  2. Click [Save].

Pending Indent Report

  1. When you print the Pending Indent Report, all your follow-up notes will show up in the Excel report one below the other.

Adding More Follow-up Note

If you wish to preserve the earlier note, you may press [Enter] and key in additional note in the subsequent lines.