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.



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

Step 1 screenshot


  1. Enter a brief note or subject

Step 2 screenshot


  1. Enter the optional note details next, you can also upload optional images to the note.

Step 3 screenshot


  1. Click on Save

Step 4 screenshot


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

Step 5 screenshot


  1. Internal Note


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


Step 6 screenshot


  1. 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


  1. Enter a note title or short note

Step 8 screenshot


  1. Click on Save

Step 9 screenshot


  1. The note will appear directly on the screen

Step 10 screenshot


  1. The note icon is filled in as a further indicator that this line has a note.

Step 11 screenshot

Updated on: 04/02/2025

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