Creating Customer Notes and Shipping Instructions

Use the Customer Maintenance screen to create or edit default internal notes or shipping instructions for a customer. These notes or instructions appear on the sales order Header screen, where they can be edited as needed.

Internal notes do not print on invoices or other forms, so default notes are useful for confidential reminders needed on each of the customer's orders.
Shipping instructions print on pick tickets. Use them to alert delivery people to the customer's special delivery needs, such as specific delivery location.

To create default shipping instructions for a customer:

From the Files menu, select Customer to display the Customer Maintenance screen.
With the desired customer displayed, use the OE Instr hot key.
Use the Shipping Instructions option, which displays the Default Shipping Instructions screen.
Enter the text to use for the default shipping instructions. Alternatively, use the Standard Instructions hot key to select from a list of standard shipping instructions.
Press Esc to save your changes.

Note: To create or edit standard shipping instructions, use the Customer Standard Shipping Instructions feature.

To create default internal notes for a customer:

From the Files menu, select Customer to display the Customer Maintenance screen.
With the desired customer displayed, use the OE Instr hot key.
Use the Internal Notes option, which displays the Default Internal Notes screen.
Enter the text to use. Alternatively, use the Standard Notes hot key to select from a list of common notes.
Press Esc to save your changes.

Note: Use the Customer Standard Internal Notes command (System > System Files > Customer/Vendor Control > Customer/Vendor Standard Notes) to create or edit standard internal notes.