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Using the NOTES field in POS

-Erply features a NOTES field in Point of sale that gives user flexibility to add a text field to customers receipt.
-This notes field is also search-able in ERPLY back-end for records.

1. Adding a NOTE:

-In POS– Choose NOTES button on bottom toolbar:

-NOTE window opens— add your text —-SAVE:

-Now you can finalize your transaction
-add items
-TENDER
*you can  add items to the sale before OR after creating the note

-Receipt will display NOTES:


2. Locating Invoice(receipt) using NOTES field:

-Click open INVOICES module:

-Use the Search field “ Row titles/contain” to type in NOTE—-SHOW

-Any invoices(receipts) containing defined NOTE displays—click the invoice to open: