V8 - Vendor notes, Comments, and Vendor messages


 

Vendor notes, Comments, and Vendor message fields are included on most purchasing forms in SOS Inventory. Each has a different and distinct function.

 

Vendor notes

The Vendor notes field on purchasing transactions contains information about the vendor that is pulled from the Notes field in the vendor definition, so that information will appear on every purchasing transaction pertaining to that vendor. The content of vendor notes are intended for internal use only. If a note is updated on a transaction, it will also update the vendor definition. The notes do not appear on a copy of a transaction that a vendor receives as long as the Notes field is not added to the form template for those transactions. 

 

Sensitive and private information should not be stored as a vendor note.

 

Comments

Like vendor notes, comments are intended for internal use, but the content should not contain any sensitive information that the vendor could see. This field can be added to the purchasing form template and be visible to vendors.

 

A comment (memo) entered on a purchasing transaction is displayed when the transaction is viewed internally, as well as in the Memo column of the transaction record's appropriate list. The comment feature is very open-ended and can be used in a variety of ways. The best use of this feature depends on the specific needs of your company.

 

Comments sync to QuickBooks Online and are displayed as the Memo block on the purchase order.

 

Vendor messages

You can include a message to the vendor on a purchasing transaction that describes exact details of a purchase, conveys shipping arrangements, or communicates any information that you wish. You can type the message manually or select a message that has been previously defined in the system.

 

The Vendor messages list (Company menu > MiscellaneousVendor messages) allows you to add or edit a predefined message. Once created, predefined vendor messages can be accessed on transactions by selecting a predefined message in the dropdown by the Vendor message field on the purchasing transaction. The Vendor message field is limited to 1000 characters.

 

 

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