Articles on: coreSTORE

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.



## # coreSTORE


For a note on the entire sale/order click the note button at the top
Step 1 screenshot


Enter a brief note or subject
Step 2 screenshot


Enter the optional note details next, you can also upload optional images to the note.
Step 3 screenshot


Click on Save
Step 4 screenshot


You can click the note icon again to see the notes that were entered or enter a new note.
Step 5 screenshot


Internal Note

Notes will print on the receipt unless you mark them as internal.

Step 6 screenshot


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.

Step 7 screenshot


Enter a note title or short note
Step 8 screenshot


Click on Save
Step 9 screenshot


The note will appear directly on the screen
Step 10 screenshot


The note icon is filled in as a further indicator that this line has a note.
Step 11 screenshot

Updated on: 06/26/2024

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