Adding Notes to Items and Transactions in SCIS

This topic applies to

Applies to

SuiteCommerce InStore

You can add a note to an line item on an order or to the entire transaction. This is useful for adding information to an order. For example, you may want to add a note that the customer was referred by a friend, or that the customer prefers pickup.

To add Notes to a transaction:

  1. Touch or click the note icon under an item in the cart or in the transaction summary area. A screen pops up where you can select a preset note.

  2. Select a note type.

  3. Add more information if needed.

  4. Click Save.

After you have added a note to a transaction, a red circle appears on the note icon. If you see this on a saved order, then you know that a note was entered by the previous sales associate.