The Sales Order Notes History window in SAM provides a complete record of all notes and comments associated with a specific sales order.
This feature allows users to track communication, updates, and important information throughout the lifecycle of an order. Each note is automatically timestamped and linked to the user who created it, ensuring full accountability and traceability.
Users can review previous notes, add new notes, and filter entries by date range or keywords, making it easier to locate relevant information quickly. The Notes History helps improve visibility of order-related communication and supports better collaboration within the sales and administration teams.

Adding a New Note

To add a note to a sales order:

• Navigate to the Sales Order Module.
• Select the required sales order.
• Click the Notes menu option to open the Notes window.
• Enter the relevant information in the Notes text field.
• Click Save to store the note.

Once saved, the note will appear in the Sales Order Notes History and will be available for review by authorised users.