Transaction Notes allow you to type in notes against transactions, which can then be reviewed later on.
Prompting for Transaction Notes
- On the top menu bar of Retailer, click on Setup -> General.
- Click on the Txn Notes tab.
- Tick the types of transaction that you want to be able to add Transaction Notes for.
- Click Save.
When you end a sale, the notes screen will appear. Type in your notes and click Save.
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Reviewing Transaction Notes
- On the main screen of Retailer, click on the Customers icon.
- Click on the magnifying glass icon.
Search for and select the particular customer. - In the List of Transactions, Right Click a Transaction (Sale, Invoice, etc) and click Notes
- Current Notes for this Transaction will show. Tick Hidden to hide the note from Receipts, Statements & Customer Transaction Log
- Notes can be added and deleted using the Add and Delete buttons. After Adding a Note, click Save and then Close.
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Notes can also be retrieved by Right Clicking a Transaction in the Previous Sales Screen and clicking Notes