Notes are an optional tool available in many windows throughout iMerchant.

Some windows allow you to set more than one note type to an individual record.

Other windows allow you to set just one note type per record.

You can create as many notes as you want within a particular note type.

The Notes button can appear in a variety of ways. 

If the cursor is placed over a record with no notes, the Notes button will just have a paper clip. 

If the cursor is placed over a record with notes for just one type, the Notes button will have a paper clip on top of a sheet of white paper. 

If the cursor is placed over a record with notes for multiple types, the Notes button will have a paper clip on top of a light green sheet of paper. 

NEEDS IMAGE OF LIGHT GREEN SHEET

These different variations of Notes buttons immediately let you know if any, or how many, note types exist for an individual record.

For windows in which specific records can have more than one note type attached to them.

Windows such as Purchase Order, will have a pulldown arrow to the right of the Notes button. 

• Click on the pulldown arrow. 
• In the Purchase Order Properties window, there are two types of notes: 
  • PO Notes - note related to the PO
  • PO Product Notes - a note type that is related to the products on the PO.
  • If there is a checkmark to the left of either type, at least one note exists for the selected record for that type. 
• Click on either PO Notes or PO Product Notes. 
• This will take you to the Notes window.
  • If the notes type you selected did not have a checkmark next to it, the Notes window will be blank. 
  • If any notes exist, a list of them, including the first few words of the note will appear in the Notes window. 
• The list of notes can be displayed in different ways. To experiment with the view. 
  • Click on View in the Menu Bar
  • The system will set the View you choose as the default until you change it again.
• To select an existing note from the list:
  • Double-click on it
  • The Notes Properties window opens for the selected note. 
  • The full body of the note will display in this window.
• To Alter the Note:
  • Place the cursor in the text display portion of the window and make any changes you want. 
  • Save the changes upon exiting the Notes Properties window.  
    • You can undo changes by clicking on the Undo button. Undo only works on unsaved changes.  
• To Delete the Note: 
  • Select Edit > Delete from the Menu Bar
  • A message box appears, asking if you want to delete the record. 
  • Select Yes and the note is deleted from the system.
• To Assign Categories to your Notes:
  • Select the Category field binoculars
  • Categories are determined by the user
• To Make a Note Printable: 
  • Check the Print/Export box to the right of the Category field when you select a note or create a new one. 
    • Only notes that deal with an entire PO or Customer Order, etc. will print. 
    • If you have notes for individual products within a PO, those will not print.
• To Pin Notes to the Screen:
  • Click on the Task Bar button Not Pinned/Pinned
  • Pinned = the Notes Properties window always stays on your computer screen
    • The only way to remove it from being displayed on the screen is to minimize it or close out of it.
  • Not Pinned = the Notes Properties window is automatically minimized, no longer displaying on the screen.
  • The system will remember what you selected and set that as your default until you change it.