Comments can be entered against a sale for reference later down the track, for example, if the customer was advised of certain policies, or notes for the customer to refer to regarding the product they purchased.
There are two types of comments that can be entered via POS:
- Public Comments (displayed on invoices for the customer)
- Private Comments (internal only)
You can also add comments directly to the Customer Account via Back Office.
Add Default Comments (Refund Policy etc) via Settings > POS Settings > Invoice & Receipt Settings > Default Invoice Comments.
Adding a Public Comment to a sale
To enter comments against a sale:
- Open POS
- Create a sale by adding products and a customer, and any other requirements of the sale
- Click the Invoice Tab
- Click the Comments button under the Invoice tab
- Enter the information as required
- Click Done
Tip: To view comments made in one or more sales in POS from the Back Office navigate to Inventory > Fulfilment Report. Use the filters to search sales and click Search. The comments (both Public and Private) will be displayed in the Comments column.
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Adding a Private Comment to a sale
Customer Comments will always be visible in every sales transaction that this customer makes.
To enter a Customer Comment:
- Open POS
- Create a sale by adding products and a customer, and any other requirements of the sale
- Click the Invoice Tab
- Click the Comments button under the Invoice tab
- Click the Customer Comments tab
- Enter the information as required
- Click Add Comment
- Click Done
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Note: Historical Customer Comments are displayed under the New Comment input field.