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Add Note

Notes allow you to:

  • Add item-specific instructions
  • Document special handling requirements
  • Record additional context for the team
  • Communicate important inventory information

1. Open Inventory Table

  • Navigate to the Inventory table
  • Locate the item you want to add a note to

2. Open Notes Option

  • Click the three dots (⋮) on the right-hand side of the item
  • Select Note
  • Click Add Note
  • Type the note related to the item
  • This can include important details such as handling instructions, special conditions, or any general comments

3. Save Note

  • Click Save to add the note to the item

Note Indicator

  • Once a note is added, a note icon will appear next to the three dots menu of an item. This icon indicates that the item has a note attached. Click the note icon to view the note for that item