Add an inventory service note

Each service inventory note needs to be created from within the inventory record of the service. All Service Inventory Notes can be viewed and followed-up on in Service Inventory Notes in the Inventory Center.

  1. Go to Inventory > Inventory Management.
  2. Open an inventory item entry.
  3. Under Notes, click +. Note fields appear.

  4. Enter the Type.
  5. Enter the Status.
  6. Enter the Note information.
  7. Click Apply to save the note or Cancel to exit.