Item Message
The Item Message feature allows you to add additional notes or instructions to individual items on a Sales/Hire record.
Item Messages are useful for including specific details, such as delivery instructions, equipment requirements, or other information that doesn't fit within the item's standard description.
Adding an Item Message
Open or create a Sales/Hire record.
Add an item to the record, or locate an existing line item.
Click the small grey button to the left of the item's Code column to open the line item menu.
Select Item Message.
A new text field will appear directly beneath the selected item.
Enter your message. You can include multiple lines of text.
Save the Sales/Hire record to retain your changes.
Editing or Removing an Item Message
Edit: Click the existing Item Message and update the text.
Remove: Click the X button to the right of the Item Message.
Save: Save the Sales/Hire record to apply your changes.
Item Descriptions vs Item Messages
The standard item Description field supports up to 255 characters.
Use Item Messages when you need to include additional information without changing or overcrowding the item's description.
Item Messages are associated with individual line items, allowing you to provide different instructions or notes for each item on the same Sales/Hire record.