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Retail Execution at Your Fingertips
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            Enter Order Notes

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            Enter Order Notes

            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

            1. On the Order details page, from the Process Navigation pane, tap Notes.
            2. Tap either Invoice or Delivery.
            3. Enter your notes.
              You can't edit invoice and delivery notes, even for canceled orders.
             
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            Salesforce Help | Article