Printing Item Notes in Point-of-Sale

Print Friendly, PDF & Email

Printing Item Notes in Point-of-Sale

 

Overview

The purpose of this document is to explain the different type of notes that can be linked to a part and printed on Estimates and Work Orders.

 

Adding Notes to a Part in Inventory

From the main StockTrac® main menu, go into the Inventory module.

Click on the Edit Items button.

Pull up an item, and click on the Notes tab.

Two radio buttons are shown in the lower right-hand corner: Technician and Customer.

Click the Technician button, enter notes for the Technician, and then click Save.

Select the Customer button, enter notes for the Customer, and then click Save.

 

Adding Notes (Comments) for a Product Code

Notes/comments can also be assigned to an entire product code. To do this, go into the Point-of-Sale module.

Click on Setup, Documents & Printing, Item Comments.

Click on the Comment Setup tab first. Click the Add button, and enter a comment that will be assigned to a Product Code.

Next click the Product Code Comments tab. Highlight the Manufacturer of the part, then highlight the Product Code the part is assigned to, and then select the Comment that was just defined. Click OK to save the information.

 

Adding a Part with Notes to a Ticket in Point-of-Sale

From the main StockTrac® main menu, go into the Point-of-Sale module. Create a new ticket, and add the part that has notes attached to it.

The Notes button will be red and blinking. Click on it to see the notes attached to the part.

The three types of notes are shown above.

Technician Notes – These were entered in Inventory on the Notes tab. Additional notes cannot be entered here.

Customer Notes – These were also entered in Inventory on the Notes tab. Additional notes cannot be entered here.

Product Code Notes & Notes Entered for Customer – The first note was entered and assigned to the product code. The second note was manually typed in below the Product Code note.

 

The remaining sections will cover how the notes print on the various Point-of-Sale documents.

 

Notes Printed on an Estimate

The following notes print on an Estimate:

Product Category Notes (assigned to the Product Code in Point-of-Sale)

Additional comments entered for the item in Point-of-Sale

Customer Notes (entered on the Notes tab in Inventory)

 

Notes Printed on a Work Order

The following notes print on a Work Order:

Product Category Notes (assigned to the Product Code in Point-of-Sale)

Additional comments entered for the item in Point-of-Sale

Technician Notes (entered on the Notes tab in Inventory)

 

Contact Janco Support at 800.782-5872 (US) or 800.323.5872 (Canada) with questions about this or any other procedure.

 

— end of document —

 

 

Your email address will not be published. Required fields are marked *