Managing Notes to a Part Record


Managing notes in a part record inventory is an important feature of creating a successful inventory profile and can be easily done by following these few simple steps:

Step 1.

Click on the Modules tab, then click on the Inventory icon on the main ribbon.


Step 2.

Create a new inventory item or open an already existing inventory item from your inventory list.

 If creating a new inventory item, all required fields must be filled in and then saved before you can proceed to Step 2. If you need help on how to create a new vendor, see articles,“How to Add a Part Record to Your Inventory” or “How to Import Inventory Items".

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.

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

 To delete a note, go to Step 7.


Step 5.

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


Step 6.

To modify or edit a note in a part record, click on the Update 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 Delete icon. You will be asked to confirm the deletion. Once you have confirmed the desired delete action, the note will be permanently desired.



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