Comments
The Comments section in the Sales Order enables collaborative, contextual communication among users. It provides a space to log feedback, questions, clarifications, and decisions related to each customer sales order. Use it for customer discussions, wholesale order notes, and delivery coordination so commercial context stays on the sales order record.
This threaded comment area is accessible directly from the Sales Order screen. It allows for real-time discussions and enhances transparency between internal stakeholders handling the order lifecycle.
Each comment displays the author's name, timestamp, and relevant visibility settings. Key notes can be pinned for emphasis, while internal-only messages can be locked to restrict access.
Features and Functions
| Feature | Description |
|---|---|
| Add Comment | Enter new notes or feedback using the input field below the comment thread. |
| Pin Comment | Keep important comments at the top of the list for quick reference. |
| Lock Comment | Restrict visibility to internal users only. Ideal for sensitive or internal communications. |
| Delete Comment | Remove comments that are no longer relevant. |
| User Attribution | Each comment displays the user’s name and a timestamp for context. |
| Unread Indicator | A blue dot signals unread comments, helping users identify updates at a glance. |
Example
Tips
- Use pinned comments to highlight urgent updates or key decisions.
- Lock comments that include internal-only details, such as pricing strategy or supplier concerns.
- Encourage teams to comment directly within the sales order to maintain context and traceability.