Sales Quote

  • Cust Ref – SQ Customer Ref (summary tab)
  • Line Notes – SQ Line notes (Line tab)

 

Sales Order

  • Cust Ref – SO Customer Ref (summary tab)
  • Blue box – SO Notes (header detail tab)
  • Line notes – SO Line note (line tab)

  

Dispatch Note

  • Delivery Notes – Despatch Note header tab and SO header details tab
  • Delivery Line Notes – SO Delivery notes in SO line > delivery details tab

 

Sales Invoice

  • Your Order No – Cust. Reference (lines tab > general details tab)
  • Dispatch Notes – dispatch note # (dispatch note)
  • SO Line notes

 

Customer Return

  • Notes – notes (header tab)

 

Customer Credit

  • Original Order Ref – Customer Ref (SO summary tab)
  • Notes – notes (header tab)