Use the Current Order screen on the Customer Service tab to add order notes that pertain to the order you are currently entering.
Note: To add notes to an order, you must have the proper security privileges. The Order Activity Notes job function needs to be assigned to one of your roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions.
On the Customer Service tab, click the Current Order button. The Current Order screen appears.
Click the Notes button (
). The Order Notes pop-up window appears.
In the New Notes area, type the order notes, and then click OK. The Notes button changes color (
) to indicate that one or more notes have been entered.
You can click the Notes button again to review the notes in the Order Notes pop-up window. If more than one note is entered for an order, each one is listed in the Order Notes pop-up window. For each note, the system lists the date, the time, and the name of the operator who entered the note.
Order notes are also listed on the Order Inquiry screen of the Customer Service tab. For more information, refer to Look up order information.