Adding Line and Header Notes to Sales Orders, Purchase Orders, Quotes, and Work Orders

This how-to video guides you through adding line and header notes in 10X ERP, focusing on a sales order as a primary example. This feature is also available for work orders, purchase orders, and quotes.

• Navigate to Sales Order, Purchase Order, Quote, or Work Order
• Add or Edit Line Notes with Output Options (Pick Slip, Invoice, etc.)
• Add Header Notes near the bottom left and choose Print Options
• Review and Verify Notes on Printed Documents
• Note: Similar Functionality Applies to Work Orders, Purchase Orders, and Quotes