Add line item note to a quote

Communication between production staff is fundamental for ensuring consistency, minimizing errors, optimizing workflows, and ultimately delivering high-quality service and products to customers. DecoNetwork makes communication of customer requirements and production instructions a breeze with the ability to add internal production notes to line items. This guide will walk you through the steps of adding a production note to a line item in a quote.

Prerequisites

• You must have the Administrator, Sales Manager, or Sales Team permission to use this feature.

To add a note to a line item in a quote:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Quotes.
   

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3. Click View to load the quote you want to edit.
   

   The quote will be loaded in the main work area.

   

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4. Click on Edit Quote.
   

   The quote will become editable.

   

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5. Click on the cog at the end of the line item to reveal the Line Item Actions menu.
   
6. Select create line item note from the menu.

   The Add Internal Production Note popup will be displayed.

   
7. Enter a note into the Note text box.

   You can attach a file by clicking on the Attach New File button.

8. Click OK.

   The Note will be attached to the line item. This is indicated by a note icon at the start of the line item row. A popup containing the notes will show on hover and clicking the icon makes the popup sticky.

   

   Line item notes carry forward when the line item is re-ordered.