Add, Edit and Delete Order Notes

Updated by NIr Malchy

Use order notes for instructions, tax disclaimers, etc. on outbound orders. "External" notes will appear on an invoice. "Internal" notes are just for reference within the Flourish app.

For internal transfers, order notes now carry over from Outbound Sales Orders to Inbound Purchase Orders for the receiving facility.

Add an Order Note

  1. Locate the Order.
  2. Click
  3. Click New Note next to "Order Notes".
  4. Type the "Note Title" - if you don't, Flourish will set the Note Title as the time and date it was created.
  5. On Outbound orders: Toggle "Internal Use Only" On if you want the note to be visible on the web app but not in the "ORDER NOTES" section on the Invoice ODF.
  6. Click Submit Note to save

Edit or Delete an Order Note

Destination notes can be saved for a given destination in Settings > Distribution > Destinations and will be added automatically to every outbound order to that destination. On the outbound order itself, the destination note is editable but cannot be deleted.

  1. Click on the Title of the note you want to edit or delete.
  2. To delete the note, click Delete
  3. To edit the note:
    1. Click Edit.
    2. Make your edits.
    3. Click Submit Note to save

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