To simplify an order entry for sales reps, define an invoice or delivery note for an
order whose status is Initial. A predefined invoice or delivery note helps communicate special
instructions to sales reps about order handling or any other order-related information. Sales reps
can enter additional information such as notes specific to an order to track important details
about the purchase.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have Consumer Goods Cloud enabled
|
| User Permissions Needed |
| To enter order notes: |
CGCloud Sales User
OR
CGCloud Retail Sales User AND CGCloud Retail User
|
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On the Order details page, from the Process Navigation pane, tap
Notes.
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Tap either Invoice or Delivery.
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Enter your notes.
You can't edit invoice and delivery notes, even for canceled orders.
