Line Item Notes

You can include a short note to go along with your specific inventory items that will appear on orders. These notes will appear on the Invoice, Pull Ticket, and Delivery PDFs.

There are two places that these notes can be applied to an item.

The first is to manually add the note to the line item once it's on an order. Double click in the note space just to the right of the item name.

The second way is to write a Default “Line Item Note”. This is written in the “Line Item Note” field on the Item's detail page. Whatever you write in this note field will appear next to the line item on orders automatically. However, it can be manually changed on an order by order basis just like the other line item notes.

An example of one of these notes might be if you rent linen napkins that always come with napkin rings but the client doesn't want them you could have the following. Name: Blue-linen Napkins. Note: Not using Napkin rings.

We're sure you'll find lots of creative ways to use this field.