Adding Notes to Items in a Sale

Starting from Retailer 3.3.2, you can now add notes to individual line items in the POS screen. These notes will appear in the POS screen, and can be viewed or hidden with the '+' / '-' icon next to each item.

Notes added to items will also appear on the receipt that is generated for the customer. If the sale is suspended to Quote & Invoice Management, the notes will also appear on the quote, too.

Adding a Note to an Item

To add a note to an item in the POS screen, double-click the item after it has been added to the sale.  In the window that appears, enter your note into the 'Item Note' section at the bottom. When finished, hit Save. You should be able to now see your note in the POS screen.

You can also add/edit notes to items in finished transactions via the Previous Sales Screen. From the Previous Sales screen, select the intended sale. In the list of items on the sale, each item will have a '>' symbol at the start of the line. Click this symbol to show the notes. You can double click an existing note to make changes, or press [Insert] on your keyboard to create a new one.

Notes will also appear on dockets created with Docket Tags. To learn more about Docket Tags, click HERE

• Related Articles

• Adding and Reviewing Transaction Notes

  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 ...

• How to Delete a Previous Sale

  Sales can be delete through the Previous Sales screen, though most businesses would do well to have this password protected. Click HERE for more information on how to password protect areas When viewing sales in the Previous Sales screen, first ...

• Adding Extra Details & Images To Stock Items

  In Retailer, you can enter extra details on a stock item that can be printed on your receipts. This can be used for longer descriptions, warranty information or product care instructions. Stock images loaded into Retailer can be displayed in the ...

• Adding / Removing Money From The Till As A No Sale

  We have a video guide on how to use the No Sale function - ? Point Of Sale - Refunds, No Sales, Previous Sales During the day, you may need to either add or remove money from the till. This can be for a variety of reasons, eg. petty cash expense, ...

• Show Customer Notes in Point of Sale

  Show Customer Notes in Point of Sale Retailer has the ability to show customer-specific notes directly on the Point of Sale screen when a customer is selected for a sale. This can be useful for reminders to staff to not give credit for certain ...