Loredana Perazzo
a350dd76f0
Task ID: 2622090
closes odoo/documentation#4010
X-original-commit: 3a0e23f3f9
Signed-off-by: Platteau Xavier (xpl) <xpl@odoo.com>
Signed-off-by: Perazzo Loredana (lrpz) <lrpz@odoo.com>
39 lines
1.4 KiB
ReStructuredText
39 lines
1.4 KiB
ReStructuredText
=============
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Customer note
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=============
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The **Customer note** feature allows you to provide customers with further information on a specific
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product. For instance, to provide cleaning and maintenance tips. They can also be used to track a
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customer’s particular request, such as not wanting the product to be assembled for them.
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Add a customer note
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===================
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You can add notes directly from an open :ref:`POS session <pos/start-session>`. To do so, click
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:guilabel:`Customer Note` on the pad. Doing so opens a pop-up window in which you can add content
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for the note.
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.. note::
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Product notes from an :doc:`imported SO <../shop/sales_order>` are displayed identically in the
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cart.
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.. image:: customer_notes/customer-notes-ui.png
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:align: center
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:alt: customer note button and notes (SO and POS session) on products in the cart
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Modify a customer note
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======================
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Select the product from the cart to modify an existing note and click :guilabel:`Customer Note`.
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Doing so reopens the previous pop-up window. Alter the text and click :guilabel:`Add`.
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Receipts and invoices
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=====================
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Customer notes appear on customers' receipts and invoices similarly to how they appear in the cart,
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meaning under the related product.
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.. image:: customer_notes/notes-receipt.png
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:align: center
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:alt: customer receipt with notes from an SO and from the customer note feature
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