You can enter a private note in three ways:

  1. During order creation - there is a private note box to enter private note text. This is available to all users

  2. During order confirmation  - at the bottom of the confirmation pop-up is another box to enter private note text. (Can be edited by both Reps and Admin)

  3. On confirmed orders - all users can enter or update a private note by clicking the grey Update button next to the order and entering the text in the pop-up box or by clicking directly on the purple box (Admin Users and Reps)

Any private notes entered are displayed with a purple background and are also included in the sales-rep confirmation email.

Updating a private note does not trigger email notifications.

Private notes are printed on Pick List only!