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Sage 200 UKI Ideas Portal
Status Already Exists
Categories New/Amend Order
Created by Jessica Beattie
Created on Nov 6, 2024

Notes tab within on a customers order under SOP

You currently have tabs called order details, delivery & invoicing, analysis codes, and payment with order. It would also be useful to have a notes tab within the customers order to enable you to add additional information to refer to.

How do you solve for this problem today? Currently we have to use other manual processes outside of Sage.
Product Variant Sage 200 Professional
Fixed in version 2022 R1
Implemented in version (specific) 2022 R1
  • Admin
    Jo Kirkup
    Reply
    |
    Nov 14, 2024

    Its possible to do this without our new Web Portal, if you select the cog on the top menu and click web portal you can gain access.

    This is the help file to show you how it work.

  • Geoff Turner
    Reply
    |
    Nov 6, 2024

    You can always put a comment line on and - in full order entry or amend order - untick "Show on customer documents".