Notes modal
Various note types can be added to quotes and jobs in printIQ.
In the 'Add Note' modal, there is a dropdown list with the following options:
- Production Priority
- Purchase Note
- External Job Reference
- Special Instructions
- Dispatch
- Production
- Sales
- Customer
- Audit
- Invoicing
The main purpose of these options is to specify what department the note relates to.
In quoting, a number will show on the 'Add Notes' button so users can see how many existing notes there are on the quote:
When the Notes modal is opened, a list of notes will show in a list on the left:
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It will also display the username of the user who created the note, the note type and the date it was created.
Click on a particular note to see the full note detail and to also be able to edit and add to it:
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Notes will also show on the job bag for staff to see. The ‘Production Priority’ note will show in RED:
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Dispatch Notes
If there is a ‘Dispatch’ note, a ‘tag’ or note icon will show on the delivery row on the Dispatch Board.
Freight by Cart:
Freight by Product:
Adding Notes From Boards
Quote Notes can be added from the quotes board by clicking the dropdown from the eyeglass next to the quote number.
These can be added to all quotes that have not been accepted:
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Clicking here will open the 'Notes' modal.
For jobs, notes can be added through the All Jobs Board and the Orders Board by clicking the dropdown on the eyeglass next to a job number:
Notes added to jobs and orders via the boards, will display on the order or job details screen.