Keep Notes

7 min

Introduction

The notes panel can be accessed from the Sales and Operations Dashboard. Some notes are automatically generated by the system when executing actions in Logic.

In this guide, we will learn how to add information and context to your Booking or Quotation conveniently. It works like jotting notes on paper, but it's cloud-based and available 24/7.

Conditions

To add notes, you need an existing Booking or Quotation.

Guided steps

Add notes to your Booking

Add notes to your Quotation

Pin notes

What I learned

Adding notes to Quotations and Bookings gives more context to the shipments.

Some notes are automatically generated by the system during operations.

You can access the notes panel from the Sales and Operations Dashboard.