General notes field in PO | Voters

General notes field in PO

in progress

Brent J

Would be great to have a box where notes can be added when creating/editing a PO. Coming from 3 warehouses, certain item on backorder w/ eta, etc.

A week ago

This post was marked as

in progress

Suzy Weightman

marked this post as

planned

Neil McQuillan - CEO Citrus-Lime

That's a good idea Brent, and I think fairly straightforward. 
Suzy Weightman Could we add a notes field to the edit purchase order area of POS 2.0 backoffice?
In here?

Suzy Weightman

Neil McQuillan - CEO Citrus-Lime Yes definitely, we already have a field for this which is called "Remarks", we'll rename this to "Notes". It's incorrectly currently hidden away in the Invoice To section, so we'll move this somewhere more logical and make sure it's visible outside of the Edit section too.

Neil McQuillan - CEO Citrus-Lime

Suzy Weightman Nice one Suze. It would be good if it had a larger edit area rather than only being a single line.

Brent J

Neil McQuillan - CEO Citrus-Lime apologies for not being clear enough. Is there a way to potentially show that info in the receiving (and edit items) screen? My first instinct isn't to check the header when opening an existing PO.

Or combine the header and edit screens?

Neil McQuillan - CEO Citrus-Lime

Brent J they are combined in POS 2.0, but you do have to click a button to show the header, I’ll send some screen shots later

Neil McQuillan - CEO Citrus-Lime

OK this is the main purchase order edit screen. To see the header you click this button, access is immediate there is no delay or loading time

Then you see the header appear, as per the second screenshot. The notes field will appear in here once Suzy has moved it.