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Notes for deliveries
- Before you start
- The Notes field must be set to Optional.
- Where to find it
- Settings → Logistics → Required fields for delivery bookings
- How to check the result
- The notes field is available when creating, editing or accepting a delivery.
Quick answer
Under Settings → Logistics → Required fields, set the Note field (group “Booking & process”) to Optional or Required. You can then enter notes when creating, editing or accepting a delivery.
You can add notes when creating, editing or accepting a delivery. This lets you capture important information directly on the relevant delivery.
What you can use the notes field for
The notes field lets you capture additional information about a delivery. You can add notes in the following situations:
- when creating a delivery
- when editing a delivery
- when accepting a delivery
Enabling the notes field
You control the notes field in the logistics settings. In the Required fields for delivery bookings section, click Edit and set the Note field to Optional (or Required if a note must be entered for every delivery). Then save.
To enable the field:
Settings → Logistics → Required fields → set “Note” to Optional.
Need further help?
If you need further assistance, our support team is happy to help.