Document a phoned-in purchase order in a contact note

 Phoned-in orders are recorded in Contact notes^M.

1. Click on   Send >   Contact note. The input window for the contact note will open and the data from the order will automatically be copied into it.
2. Enter the Contact person and add details of the order in the comments field.
3.  Save your input by clicking on the icon in the top left-hand corner of the input window.