Difference between revisions of "Common notes"

From Protemos Wiki
Jump to: navigation, search
(Quote common notes)
(Job PO common notes)
Line 97: Line 97:
 
To add the job PO common notes, go to '''Settings → Common notes → Job PO''':
 
To add the job PO common notes, go to '''Settings → Common notes → Job PO''':
  
 
+
[[File:1 common note.png|border|300px]]
  
 
Press '''"New common note"''':
 
Press '''"New common note"''':
  
 
+
[[File:Scrcsdeenshot 1.png|border|900px]]
  
 
Enter the name, the comment, and press '''"Create"''':
 
Enter the name, the comment, and press '''"Create"''':
  
 
+
[[File:Screenvvvvvshot 2.png|border|900px]]
  
 
You can define a default job PO common note. Go to the '''Account''' page, scroll down to the Default settings, and press '''"Update"''':
 
You can define a default job PO common note. Go to the '''Account''' page, scroll down to the Default settings, and press '''"Update"''':
  
 
+
[[File:Updsfefate.png|border|900px]]
  
 
From the drop-down list choose the needed one, and press '''"Update"''':
 
From the drop-down list choose the needed one, and press '''"Update"''':
  
 
+
[[File:Screensaswfhot 3.png|border|600px]]
  
 
You can define an individual common job PO note for a vendor. Open the needed vendor profile, scroll down to the settings and press '''"Update"''':
 
You can define an individual common job PO note for a vendor. Open the needed vendor profile, scroll down to the settings and press '''"Update"''':
  
 +
[[File:Screeqnshot 4.png|border|900px]]
  
 +
Choose the needed job PO common note from the drop-down list, and press '''"Update"''':
  
Choose the needed job PO common note from the drop-down list, and press '''"Update"''':
+
[[File:Screesqnshot 5.png|border|600px]]

Revision as of 17:33, 18 May 2020

You can define common notes for client invoices, vendor invoices, quotes and job PO.

Common note text can contain valid XHTML 1.0 markup. Allowed XHTML elements: a, b, br, div, h1, h2, h3, h4, h5, h6, hr, i, li, ol, p, span, ul. Allowed attributes: href, style.

Client invoice common notes

To add the client invoice common notes, go to Settings → Common notes → Client invoice:

1 client cn.png

Press "New common note":

2 client cn.png

Enter the name, the comment, and press "Create":

1NEW UPD.png

You can define a default client invoice common note. Go to the Account page, scroll down to the Default settings, and press "Update":

Default common note.png

From the drop-won list choose the needed one, and press "Update":

1325.png

You can define an individual common invoice note for the client. Open the needed client profile, scroll down to the settings and press "Update":

4 settings.png

Choose the needed invoice common note from the drop-down list, and press "Update":

11 from.png

Vendor invoice common notes

To add the vendor invoice common notes, go to Settings → Common notes → Vendor invoice:

Vendvor cn.png

Press "New common note":

New cn.png

Enter the name, the comment, and press "Create":

1 nedw.png

You can define a default vendor invoice common note. Go to the Account page, scroll down to the Default settings, and press "Update":

Updacte.png

From the drop-won list choose the needed one, and press "Update":

2c2 vcm.png

You can define an individual common invoice note for a vendor. Open the needed vendor profile, scroll down to the settings and press "Update":

Screecdnshot 1.png

Choose the needed invoice common note from the drop-down list, and press "Update":

Sffettings.png

Quote common notes

To add the quote common notes, go to Settings → Common notes → Quote:

Quote common note.png

Press "New common note":

Screenffshot 2.png

Enter the name, the comment, and press "Create":

Screeddnshot 3.png

You can define a default quote common note. Go to the Account page, scroll down to the Default settings, and press "Update":

1 upd fef comm.png

From the drop-down list choose the needed one, and press "Update":

Screednddshot 4.png

You can define an individual common quote note for a client. Open the needed client profile, scroll down to the settings and press "Update":

Screenshdot 1.png

Choose the needed quote common note from the drop-down list, and press "Update":

Screensfffhot 5.png

Job PO common notes

To add the job PO common notes, go to Settings → Common notes → Job PO:

1 common note.png

Press "New common note":

Scrcsdeenshot 1.png

Enter the name, the comment, and press "Create":

Screenvvvvvshot 2.png

You can define a default job PO common note. Go to the Account page, scroll down to the Default settings, and press "Update":

Updsfefate.png

From the drop-down list choose the needed one, and press "Update":

Screensaswfhot 3.png

You can define an individual common job PO note for a vendor. Open the needed vendor profile, scroll down to the settings and press "Update":

Screeqnshot 4.png

Choose the needed job PO common note from the drop-down list, and press "Update":

Screesqnshot 5.png