Managing notes in a Purchase Order is an important feature of creating a successful Purchase Order and can be easily done by following these few simple steps:

 This process cannot be done from a mobile device, but through your desktop application.


Step 1.

Start by clicking on the "Purchase Orders" icon on the main ribbon.


Step 2.

Create a new Purchase Order or open an already existing Purchase Order from your list.

 If creating a new Purchase Order, all required fields must be filled in and then saved before you can proceed to Step 3. If you need help on how to create a new Purchase Order, see articles, “How to Create a Purchase Order Manually”.


Step 3.

Click on the “Notes” tab on the bottom ribbon section.


Step 4.

After clicking on the “Notes” tab, select the “+ New Note” icon.


Step 5.

Once the note section has opened, enter in the desired notes in the provided space, then, when completed, click on the “Save” icon to complete the process.

 To modify or edit a note, go to Step 6.

 To delete a note, go to Step 7.


Step 6.

To modify or edit a note in a Purchase Order, click on the “Update” pencil icon. You will then be able to edit the attached note. Once completed, click on the “Save” icon.


Step 7.

To delete an existing note, click on the "Red and White" bar icon. You will be asked to confirm the deletion. Once you have confirmed the desired delete action, the note will be permanently delete.