V9 - Customer notes, Comments, and Customer messages
Customer notes, Comments, and Customer message fields are included on the Edit pages of most sales transactions in SOS Inventory.
Customer notes
The Customer notes field on sales transactions contains information about the customer that is pulled from the Notes field in the customer definition, so that information will appear on every sales transaction pertaining to that customer. This field may be edited from within a sales transaction or by editing the customer definition.
SOS recommends that the content of customer notes be intended for internal use only. The notes do not appear on a copy of a transaction that a customer receives, as long as the Notes field is not added to the form template of those transactions.
Sensitive and private information should not be stored as a customer note. QuickBooks Online does not support the syncing of customer notes.
Comments
Like customer notes, comments are intended for internal use, but the content should not contain any sensitive information that the customer could see. If you need more area for information that you want to share with the customer, this field can be added to sales form templates to become visible to customers.
Comments sync to the Memo field on invoices in QuickBooks Online. While QuickBooks invoices sent to customers do not include those comments by default, please note that comments will appear on QuickBooks' statements given to customers.
A comment entered on a sales transaction is displayed when the transaction is viewed internally, as well as in the Comment column of the transaction record's appropriate list. The comment feature is very open-ended, and our customers use it in a variety of ways. The best use of this feature depends on the specific needs of your company.
Customer messages
You can send customer messages on sales transactions to describe exact details of a sale, make shipping arrangements, or include any additional information that you wish. You can type the message manually or select a message that has been previously defined in the system.
The Customer messages list (Settings > Configuration > Lists > Customer messages) allows you to create a new message by selecting the +Add button, or edit a predefined message by selecting its name on the Customer messages list. Once created, predefined customer messages can be accessed on transactions by selecting the Predefined messages button located just above the Customer message field on the transaction. Choose the message you want from the dropdown list, and SOS Inventory will insert it into the Customer message field. You may use only one customer message from the dropdown list at a time.
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