This article will show the Dealership how you can see from a Customer Order, if there are any Notes on the Customer Record and Notes Unit Record as well as explain that the user will have the ability to record Notes for the Customer on a Unit Deal / Service Job / Parts and Accessories 




Notes on a Customer Record


From the Customer Order > Customer section, there is an icon / indicator -



This icon / indicator indicates that the Dealership has added notes on the Customer Record in the Notes section which the User should review 


Simply click onto the icon / indicator, to see what the note actually says


This is where the notes section is coming from ie Customer Record 






Notes on Unit Record 


From the Customer Order > Unit Deal > Unit Detail section, there is an icon / indicator - 



This icon / indicator indicates that the Dealership has added notes on the Unit Record in the Notes section which the User should review 


Simply click onto the icon / indicator, to see what the note actually says


This is where the notes section is coming from ie Unit Record





Notes to Customer on a Customer Order


In the Unit Deal / Service Job / Parts & Accessories section have a section called Notes to Customer


This is a free text field that will allow you to type notes or message to the Customer that will actually print out on Customer Order documents ie Bill of Sale / Invoices 


Simply find the Notes for Customer section and click into the Notes field and type away (maximum characters 1000)


This is where the Notes for Customer section is available on a Unit Deal 



This is where the Notes for Customer section is available on a Service Job



This is where the Notes for Customer section  is available on a Parts & Accessories 




Where does it print on the Customer's documents


An example of where the Notes for Customer will show on the Unit Deal > Bill of Sale 


This is the text that was typed into the Notes to Customer section for Unit Deal



This is how it will appear on a Bill of Sale 



Tip:
If you need to type notes that are internal only and not for the eyes of the Customer then this Notes to Customer is not for you

You will need to use Internal Comments as they will not print out on any Customer's documentation - How to Add Internal Comments to a Customer Order