Notes

For versions:4.1
Estimated reading time: 1 min

How To Access

Dashboard → People → Utilities → Notes

Description: 

In this page, you can manage your people setting based on notes, due, or any purchase due, customer sales made in individual store or in all stores with utility setting. Also you can create new notes.

Created By : It show who created the notes.

Subject : It will show the subject of the notes.

Customer : It will show to which customer the notes set.

Vendor : It will show to which vendor the notes set.

Employee : It will show to which employee the notes set.

Menu : At the right end click the navigation icon it will show the notes menus.

Edit : To edit the data of notes.

Delete : To erase the information.

Search: Use the FIND search bar to search for existing notes. And also we can search by subject, customer, vendor, employee etc…

At the top left side of the page you will see the search bar:

Header Toolbar:

At the top right of the page you will see the toolbar:

Create New : Click to create a new notes.

Subject : Write your subject to set notes.

Message : Write the message for the notes.

For Whom : Set notes to whom you want to set.

Create : Click create for new notes.

This image has an empty alt attribute; its file name is pa-filter.png

Export Excel: Whole registered details export to excel sheet.

Export PDF:   Whole registered details export to PDF file.

Delete: Clear all of the field data  in the current screen.

Print: You can able to print your receipt

Basic: View your sales in basic mode.

Advance: Exact detail view of the sales.

Zoom: You can able to zoom your sales and check.

At the footer of the data page.

Page Navigation: At the bottom right of the page you will see the page navigation.

This image has an empty alt attribute; its file name is page-navigation.png
Tags:
Was this article helpful?
Dislike 0 0 of 0 found this article helpful.
Views: 3
© 2013 - 2022 Cazura. All Rights Reserved.