ORDER / RFQ QUICK NOTES

In the Orders and Request for Quotation (RFQ) submodules of Purchasing, users are able to select Quick Notes from a dropdown menu in the Order and RFQ header sections. The dropdown menu includes the titles of Order/RFQ Quick Notes that have been created. Quick Notes are a convenient tool used to easily add common notes to Orders and RFQs.

To Add or Edit a Quick Note:

1. Click on the Settings menu and select Order/RFQ Quick Notes.

2. Click the Add button to create a new Quick Note or click on the magnifying glass to edit an existing Quick Note.

3. Enter or edit a Note Title and Note Description.

4. Click Save.

Note: If Default Note is selected, the Quick Note will be automatically selected on new Orders.