V9 - 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. The information in the note will appear on every purchasing transaction pertaining to that vendor. The content of vendor notes is 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. QuickBooks Online does not support the syncing of vendor notes.
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 Comment 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 in QuickBooks as the Memo block on purchase orders.
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 in the Vendor message field of a purchase order or select a message that has been previously defined in the system.
A message can be entered manually in the Vendor message field, but if you often reuse the same messages, a company administrator can create predefined messages in the Vendor messages list (Tools & settings > Configuration > Lists > Vendor Messages). Once created, predefined vendor messages can be accessed on transactions by selecting the Predefined messages button located just above the Vendor message field on the transaction. Only one predefined message can exist in the Vendor message field.
For more information on vendor messages, see Customer messages and Vendor messages.
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