Other Information

You can attach other information to quotations records in SAM in order to store important information that can be referenced later. This information can include special shipping instructions, delivery information, and contact information. 

Benefits of attaching other information to the quotation records

  • Shipping instructions: Other Information can be used to provide instructions for shipping and receiving personnel. 
  • Delivery information: Other Information can be used to record delivery information. 
  • Contact information: Other Information can be used to record vendor contact information. 
  • Cancellation rules: Other Information can be used to store information about cancellation rules. 
  • Special information: Other Information can be used to store special information that needs to be kept for later reference. 

How to Add Other Information to a Sales Order Record

  1. Navigate to the Sales Order Module and select the desired Sales Order.
  2. Click on the “Other Information” menu option to open the Other Information popup window.
  3. Enter the relevant details in the provided text fields.
  4. Click “Save” to store the Other Information, which will then be available for future reference by authorised users.

By leveraging the Other Information feature in SAM’s Sales Order Module, your business can ensure that all relevant information is well-documented, easily accessible, and effectively utilised to optimise Sales Order management

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