Customer note

The Customer note feature allows you to provide customers with further information on a specific product. For instance, to provide cleaning and maintenance tips. They can also be used to track a customer’s particular request, such as not wanting the product to be assembled for them.

Add a customer note

You can add notes directly from an open POS session. To do so, click Customer Note on the pad. Doing so opens a pop-up window in which you can add content for the note.

Note

Product notes from an imported SO are displayed identically in the cart.

Modify a customer note

Select the product from the cart to modify an existing note and click Customer Note. Doing so reopens the previous pop-up window. Alter the text and click Add.

Receipts and invoices

Customer notes appear on customers’ receipts and invoices similarly to how they appear in the cart, meaning under the related product.