Notes/Instructions details

View and add detailed notes, instructions, and other information that is related to a sales order.

Notes

Description of the Notes section

Field	Description
Date	The date and time when this note is created.
User	The user who creates this note.
Reason	The reason code for this note.
Contact type	The type of contact information on this note, for example phone or email.
Contact reference	The contact information for the type. For example, if contact type is phone, use the contact's phone number. If contact type is email, use the contact's email address.
Notes	The note for this work order.

From within this section, you can add a new note pertaining to the sales order. Click Add, provide the information, and click Add. For more information on adding a note, see Adding notes.

Instructions

Description of the Instructions section

Field	Description
Instruction type	The type of instruction, such as Gift, Pick, Pack, Ship, or Other.
Instruction text	The specific instructions requested for the order.
URL	The URL that points to existing instructions for this service. For example, you might already have an existing procedure for inserting promotional materials into certain packages.

From within this section, you can add new instructions pertaining to the sales order. Click Add, provide the information, and click Add. For more information on adding a note, see Adding instructions for orders.