Implement SOP to log all activities related to an order

  • Go to Sales Order details pageĀ 
  • Select Activity tab
  • Choose an option from the pulldown menu
  • Type detailed notes and click submit when finished
  • You'll see the the submission in the activity feed below
  • Activities can be logged in the same way on Invoices, Shipments, Transfers, Purchase Orders, Returns, Requests, Tasks, Companies, Contacts, Products, Batches, and Assemblies

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