Purchase Orders - Notes

Agility Pro has the option to add notes to Purchase Orders. There are multiple types of notes that can be added to a Purchase Order.

To add a note, when in the PO screen, click on the Notes button 

To add a note that will show on the PO, click in the text box and type the note you want. Make sure Print on PO is ticked and then click Save:

This note then appears on the PO:

A note can also be added, that will appear when at the Goods in or Invoicing stage, to do this click on the Notes button again and then when adding a new note select Invoicing or Goods in on the dropdown:

When this PO is received in via the Goods In. The below will appear:

Click Yes, and then the notes window will appear, showing the notes:

Once the note has been read, click Close and continue to recieved the goods in.

If the option for a note to be read when invoicing is selected from the dropdown, then the below will appear when at the Invoicing stage:

Click Yes and the note screen will appear (see how a system note has also been added when the goods were received, showing the Delivery Note number too):

A note for a stock code can also be added, to do this click the Add New Note

and click No to the below message:

Then choose the stock code that the note is to be linked to and choose if it is to appear when at the Goods In or invoice stage.

Type the note and then click Save. This adds the stock code to the note field, so the person receiving the goods or invocing can see that there is a note about a particular stock code:

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