Manage Commercial Orders

54.2.2.3 Notes tab

Under the Notes tab, you can select one or more account executives that will be linked to the order and their various commissions; this tab is displayed as shown below:

Parameter - Account Executive No. 1-5
Description: Select up to five account executives to which commissions are owned from this order.

NB: Information entered here is generic; this can be changed later (e.g. to specify more account executives for specific order lines) on the Lines > Commissions section.

Parameter - Assign end-users Account Executive
Description: Compile the Commissions fields with the account executive (and related commissions) linked to the end-user entity specified in the order's general data.

Parameter - Virtual documents
Description: Open the Documents Management tool to attach stored files or scanned documents to the current order. The attached files can be used to narrow the search of orders.

Parameter - Notes
Description: Enter some text to, for example, further explain the order or give operators more details on how to process it.