Updated 04/20/2022

Adding a note on a Vendor's details will automatically apply the note to the Pull Sheet for any order built for that Vendor. Adding an Internal Note from within the order will also help your teams to save time communicating. Follow along to learn how to apply these notes!


Vendor Notes

Click on the Vendors tab in your navigation bar and use the search bar to locate the vendor. Once located, click "Edit" on the vendor's line item.

Clicking "Edit" will open the Vendor Details module where you can apply the note with any special instructions for your packaging team in the "Notes" field. Make sure to click "Save"!

The Vendor Note will now appear for all orders built for that vendor on the printed pull sheet above the line items.

  • Print the Pull Sheet from within the Order by clicking Print/Share > Print Pull Sheet


Internal Notes

Add a message to the Pull Sheet using an Internal Note so that salespeople can communicate with the packaging team with any special requests or any pertinent details to the sale.

Start by clicking on the order to access the Order Details, then click "Details".

The Order Quick View will open where you can click "Edit" to apply the Internal Note or utilize the "Message" tab to leave messages for your team there.

Messages are only viewable from the Order Quick View, however, Internal Notes will also display on the printed pull sheet.

  • Print the Pull Sheet from within the Order by clicking Print/Share > Print Pull Sheet

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Now your teams can utilize these tools to communicate effectively!

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