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Comments

 

Comments can be added to the following areas throughout the system.

 

 

POS System Settings

Comments can be setup to be viewed publicly so that customers can see them via receipts or privately for Back Office view only. To add comments to order and return receipts, the following System Settings need to be flagged.

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These settings are located under System Settings > Channels > POS.

 

SOI Receipt Comments

Comments can be setup to be viewed publicly so that customers can see them via receipts or privately for Back Office view only. To add comments to order and return receipts for the SOI, the following tags need to be added to your order and return confirmation email/document templates.

 

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Comment Codes

There is the ability to attach a code to comments and report on that code. Codes are specified when posting a comment on an entity (customer, order, po, vendor, etc) from a drop-down list.

 

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Once saved, the code displays from the Comments list.

 

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Comment codes are available as a multiple select filter option on the Comments Report.

 

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Edit Comments

Users have the ability to edit comments, and view past revisions of comments based on the following system setting: Company Information > Edit All Comments. Additionally, the permission: Comments - Edit All needs to be assigned to a user in order to edit comments.

 

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Step

Action

1

If the system setting is set to "ON," a hammer/wrench displays next to each comment so that it can be edited.

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2

The existing comment opens up and the user can enter additional text. Click the Save Comments link to store ne entry.

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3

Once saved, a magnifying glass icon displays so that the revision history can be accesed.

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4

View of revision history.

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Review Comments

The Comments displays an ellipsis on a message if it exceeds 200 characters, with the magnifying glass at the end. Clicking the magnifying glass opens a pop-up that provides the full message.

 

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