Standard Notes Maintenance

Originally written by Jennifer Williams, last updated Nov 08, 2023, on the Swan Retail knowledge base (SRS).

Only notes relevant to the Note Type will be displayed.

Areas where they are commonly used:

• Customer Orders

  • General information regarding their order.

    • General care instructions

    • Hygiene information

    • Measurements supplied by customer

    • etc

  • Specific information regarding the type of items purchased

    • Specific care instructions

    • Returns policy for those items

    • etc

• Purchase Orders

  • Delivery instructions for supplier

    • Warehouse opening times

    • Information regarding Christmas opening times for the warehouse

    • etc

Creating a new standard note

Click on New at the top of the screen.

This text box will appear.

• Choose the Note Type from the drop down options.

• Enter the Note Text to be displayed on the document

• Choose the Default Note Flag

  • Internal

  • External

• Click on Ok when complete

To edit a note, highlight the the note, then click on Edit to edit the note information.

Using a Standard Note

Open the Notes section of the program you are working with. Only the notes applicable will be displayed.

There are two ways of attaching notes.

1. Highlight the note and click the Move Up button. This will move the selected note into the top section.

2. Double click on the note needed, this will move it into the top section.

Extra information can be added to the main body of the text if needed.

If the External box is ticked, the information will appear on all external paperwork where applicable. If it is un-ticked the information will remain internal and viewable in SRS where applicable.

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