Product Notes are used to add Notes to a Product on an estimate or order.  This is an ideal method of communicating certain details to specific recipients in the production of the product.  For instance, if you wish to communicate a file name to your designer, simply add a Design note indicating the file name.


You can also set up alerts to notify users when a product note has been added.


This article will cover the following topics:



How to add Product Notes during order entry:

  1. Click Manage Product Notes on the product you wish to add a note.


  2. Click on a tab to review past Product Notes (from a cloned order, or quick product).  Tabs in bold will contain notes.
  3. To enter a new note, check the boxes for the groups that need to see the note.

    NOTE: Sales, Production, & Design notes are only seen by internal staff and show up on digital work orders.  The most recent Production note will be seen on both the printed and digital work orders.

  4. Enter your note and click Save Notes.




How to add Product Notes from the Queues:

  1. Navigate to the Sales, Design, or Production Queues.
  2. Click the + sign next to the product.


  3. Click Product Notes.  



  4. Click on a tab to review past Product Notes. Tabs in bold will contain notes.
  5. To enter a new note, check the boxes for the groups that need to see the note.

    NOTE: Sales, Production, & Design notes are only seen by internal staff and show up on digital work orders.  The most recent Production note will be seen on both the printed and digital work orders.

  6. Enter your note and click Save Notes.


How to add Product Notes from the Product View Page:

  1. Navigate to the product's view page
  2. Click on a tab to review past Product Notes. Tabs in bold will contain notes.
  3. To enter a new note, check the boxes for the groups that need to see the note.

    NOTE: Sales, Production, & Design notes are only seen by internal staff and show up on digital work orders.  The most recent Production note will be seen on both the printed and digital work orders.

  4. Enter your note and click Save Notes.


How to add Product Notes from the Order View Page:

  1. Navigate to the Order View Page.
  2. Click on the green arrow.


  3. Click Product Notes.  


  4. Click on a tab to review past Product Notes. Tabs in bold will contain notes.
  5. To enter a new note, check the boxes for the groups that need to see the note.

    NOTE: Sales, Production, & Design notes are only seen by internal staff and show up on digital work orders.  The most recent Production note will be seen on both the printed and digital work orders.

  6. Enter your note and click Save Notes.