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'Internal Notes' section for SOs/POs

started a topic 9 months ago

Proposing to have an Internal Notes field for the Sales & Purchase modules. Other internal transactions (Stock Transfer, Stock Adjustment etc) already have a Comments section which works fine for this purpose.

 

I note Dear currently has 3 notes fields in the SO, however none of them would serve the purpose of the internal notes for our need:

  • Comments in the SO header (references comments data from Customer profile, and comes through on all SO's for that Customer), publicly visible
  • Quote/Order/Invoice Memo: comments or notes from the Customer on this particular order, publicly visible
  • Shipping Notes: special instructions for shipping, publicly visible and pushes through shipping integrations


I might also point out that the Memo field is only available in the Quote, Sale and Invoice phases, and our greatest need is for the Warehouse to record notes in Dear during the Fulfilment phase (Pick,Pack,Ship). Currently any notes are written physically on the paper Picklist, but this makes it difficult and cumbersome to reference at a later date.


A suggested solution is to have an Internal Comments section on SOs & POs. For Advanced SO/PO, this could be in the Side panel similar to the Activity Log.


A nice-to-have would be the ability to @mention other users, similar to in Shopify, which notifies the mentioned user of the note.


2 people like this idea
  • This is a great idea. Giving this one a 'like'.

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