> Sales Order Processing / Sales orders / Create sales orders / Repeat order templates / Create template from new / Add a comment to an order template

Add a comment to an order template

Open: Sales Order Processing > Sales Orders > Repeat Order Templates | Order Details.

  1. Click Add items.
  2. Select Comment line.
  3. Enter the details.

    Item line description

    Enter descriptive text to be used as the description for the line. For example, you might use comment lines to capture packing instructions or delivery instructions for single items or the whole order.

    Show on customer documents

    Select this if you want the comments to appear on the order acknowledgement and invoice that your customer receives.

    Show on picking lists

    Select this if you want the comment to appear on any picking lists printed for this order.

    Picking Lists are most frequently used by warehouse staff. They are also increasingly being used on customer documents. For this type of use, the Show on picking lists option enables you to display the comments for the customer.

    Analysis Codes

    Click Analysis Codes to view or change the analysis codes.

    Note: You must have selected Allow amendment of analysis codes in the SOP settings Order Entry tab.

    Select the required Values from the drop-down lists.

    To add a new value to this analysis code, click New value.

    Note: You must have selected Add New on Entry when setting up analysis codes in Accounting System Manager.

  4. Click Save to add the comment to the order.

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