How to add notes on orders/deliveries
If you need to add additional and unique information on an order to be displayed on an invoice or any unique delivery instructions, you can do this by adding notes.
Adding a customer invoice note
You can add an invoice note to show on invoices for a specific customer by heading to the customer account and selecting More actions->Add customer invoice note. This note will be visible to the customer as they will be included on invoices and sales orders.
Adding an order note to a specific order
You can add an order note by heading to an order and selecting Notes->Order notes. Any order notes will appear on the invoice to your customer.
Adding a note to a product line
If a note only applies to one product on an order, such as a special request for that product or a detail your customer needs to see next to it, you can add it to that product line instead of to the whole order.
Product line notes are shared with your customer. They are sent with the line on e-invoices, synced with the line to Exact Online if you use it, and can be shown on your invoices and delivery notes through your PDF document templates.
While creating an order
On the products step of a new order (see How to create an order for a customer in Breww), select the comment button on the line, next to the pencil button. Its tooltip reads Add notes/comments. A notes box opens under the line:
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Type your note. The status next to the box shows Changes unsaved.
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Click away from the box. The note saves automatically, and the status shows Saving… and then Saved.
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Select the comment button again to close the box.
The note is added to the order's product line when you save the order, and it is kept if you change the line's quantity, price or discount with the pencil button. Line notes work in the same way on free sample orders and stock transfer orders.
On an existing order
On the order's page, select the comment button on a line to open its notes box, which shows any note already on the line. Change the note and click away from the box to save it, in the same way as above. To remove a note, clear the box and click away.
Line notes can only be added or changed while the order is a draft, so the comment button only shows on draft orders. To change a line's note on a confirmed order, select Revert to draft on the order first, then confirm the order again once you have made your change.
If a note can't be saved, for example because the order was confirmed in the meantime, the status next to the box tells you why and your text stays in the box.
Adding a note for delivery for a specific order
Provided you have scheduled your delivery, you can follow the same process above, by heading to the order and selecting Notes->Delivery notes. This will add your notes or delivery instructions to the main printable delivery note, delivery manifest and delivery page on the mobile app version of Breww for the benefit of your delivery driver.
Adding a delivery comment to a customer
You can add a delivery comment to always show on all printable delivery notes to a customer, the delivery manifest and the delivery page on the app by going to a customer account, selecting Edit, entering the delivery comments, and selecting Save.
