Add notes to sales order printouts

When you create a sales order document in the Sales orders (SO301000) window, you can add notes on both header and line level. Notes on header level can be added by clicking on Notes in the upper right corner and notes on line level can be added by clicking on the sign to the left on the document line.

Follow the procedure below to add notes to the printouts.

  1. On the sales order document, select the check box Print note on external sales documents. If you also would like to print the notes on internal documents, select the check box Print note on internal sales documents.

  2. Click Reports and choose Print sales order/quote and you will see that the notes, both on header and line level, are displayed.

    The default selection on the Print note on external sales documents and Print note on internal sales documents options are set in the Organisations (CS101500) or Branches (CS102000) window on the General settings tab.