coreSTORE - Sales: Notes
coreSTORE allows the user to enter notes on the sale/order as well as individual line item notes. The steps below will demonstrate how to do both.
NOTE: You can have multiple notes on a sale/order, or single notes on each line item.
- For a note on the entire sale/order click the note button at the top
- Enter a brief note or subject
- Enter the optional note details next, you can also upload optional images to the note.
- Click on Save
- You can click the note icon again to see the notes that were entered or enter a new note.
- Internal Note
Notes will print on the receipt unless you mark them as internal.
- Enter line item notes
Every line item on the sales screen has an icon for notes. If it's not a solid color it means there are no notes for this line item.
- Enter a note title or short note
- Click on Save
- The note will appear directly on the screen
- The note icon is filled in as a further indicator that this line has a note.
Updated on: 04/02/2025
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