Notes on the Sale Order / Purchase Order / Bill

Sale Order edit form:

• Notes tab:
  • was added next to the “Cost” tab on the left panel;
  • near the “Notes” tab name is displayed the Notes counter for this Order;
  • after clicking on the tab:
    • the Notes pop-up is opened;
• “Notes” pop-up contains:
  • 3 separated blocks: 
    • Descriptions  -> are displayed Descriptions from the Item edit form:
      • “Description” textarea -> Primary Description:
        • is always editable;
        • can be empty;
      • “Secondary” textarea -> Secondary Description:
        • is always editable;
        • can be empty;
      • “Internal Item Note” textarea -> Internal Note:
        • is always editable;
        • can be empty;
    • Notes textarea:
      • was added to the bottom of the block;
      • in the textarea was added the “Add” button;
      • after clicking on the “Add” button:
        • Note is displayed in the Notes List before the textarea;
        • the last added Note is displayed at the bottom of the List;
        • each of notes:
          • can be edited;
          • contains:
            • user who added;
            • Note Date and Time;
          • has the next radio-button:
            • To all;
            • To Vendor;
            • To Customer;
            • Internal -> is selected by default
          • in the each of notes is displayed “Delete” button -> after clicking on the button note can be deleted from the List;
          • Notes can be added by “CTRL + ENTER” shortcut;
    • Tags:
      • “Enter Tag” textbox ->  was added to the bottom of the block;
      • in the textbox is added “Add” button;
      • Tags are displayed in the Tags List before the textarea;
      • the last added Tag is displayed at the bottom of the List;
      • each of the Tags:
        • can be edited;
        • in the each of Tags is displayed “Delete” button -> after clicking on the button tag can be deleted from the List;
      • Tags can be added by “ENTER” button;
    • Cancel button:
      • is always clickable;
      • after clicking on the button:
        • the pop-up is closed;
        •  all filled information isn’t added;
        • the Notes Counter isn’t changed;
    • Save button:
      • if something were added to the pop-up -> the button is clickable;
      • after clicking on the button:
        • the pop-up is closed;
        • all filled information is added;
        • the Notes Counter is changed;
    • if user used CTRL + N buttons shortcut on the Order -> the Notes pop-up is opened;
• Notes tab also was added to Orders listed below:
  • Purchase Order;
  • Bill;
• Info tab -> Notes textarea:
  • Click on edit button -> Open Notes pop-up should contain:
    • Memo textarea:
      • the Memo from Order is displayed;
      • can be empty;
      • if the user adds a Memo and clicks on the “Enter” button -> Memo is saved for Order;
    • Notes block:
      • Enter Note textarea:
        • was added at the bottom of the pop-up;
        • logic is the same as for the Notes pop-up for Notes tab;
        • at the bottom of each note are displayed radio buttons:
          • To all -> if the note was added -> it is linked to the:
            • Order Customer;
            • if Purchase Order linked to Sale Order -> after click on the Save button -> Note is linked to the Vendor;
            • Internal -> for Order and linked Orders;
          • To Vendor -> if Purchase Order linked to Sale Order -> after click on the Save button -> Note is linked to the Vendor;
          • To Customer -> Note is added to the Customer from Sale Order;
          • Internal:
            • Note is added for Order and linked Orders;
            • all notes by default are Internal;
      • Cancel button:
        • is always clickable;
        • after clicking on the button:
          • the pop-up is closed;
          • notes/memo aren’t added;
          • the Notes Counter isn’t changed;
      • Save button:
        • if notes/memo were added to the pop-up ->the button is clickable;
        • after clicking on the button:
          • the pop-up is closed;
          • notes/memo are added;
          • the Notes Counter is changed;
      • to see all Notes List -> can be used scroll.

Orders List form:

• if the user selects Order from Order List and uses CTRL + N buttons shortcut -> the Notes pop-up is opened the same as on the Order Info tab;
• this ability was added to the next List forms:
  • Sale Order;
  • Purchase Order;
  • Bill.