Creating Customer-Specific Order Entry Messages

Use an order entry message to alert order takers to special information about a customer. The message displays prominently when opening a new or existing sales order. The message disappears once you begin entering or editing the order. The message displays only for that customer.

Administrators and managers can use a message to relay a specific credit alert or other special instructions. For example, you could create a message that reads, "Ask to see a Smith Co. employee ID card for all counter sales."

Because order entry messages are for individual customers, the messages are created in Customer Maintenance.

To create an order entry message:

  1. From the Maintenance menu, select Customer to display the Customer Maintenance window.

  2. In the Customer field, enter the name of the customer for whom you are creating a message to display that customer's record.

  3. From the Orders menu, select Order Entry Message to display the Order Entry Message window.

  4. Type your message in the window, and then click OK to save the message and exit the window.

  5. Save your changes and exit Customer Maintenance.

This feature has been deprecated since version 23.2. For more information, please refer to the Remainder Notes in the "What’s New 23.2" section under Reminder Notes Enhancements.

See Also:

Creating Reminder Notes