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Customer orders in the POS often involve a greater level of communication with the customer. As such, when things go wrong or edits are made to the customer order, it would be nice to attach a note to detail what happened. 


The notes functionality in D365 is great and gives a lot of flexibility to users to add details and capture important information in a free form note field. Bring this functionality to the POS in the form of an operation that can be configured to a button. Retail customers will enjoy this feature!

STATUS DETAILS
Completed
Ideas Administrator

The Order attributes capability can be used to capture notes.

Comments

S

Please integrate notes editing and visibility of backoffice and POS, using the existing Notes functionality (document management; 'the paperclip')  in backoffice. On POS, it should display notes in a summarized field like the one we have today in backoffice in the Customer Service form (all notes in chronological order, mentioning the user and date for each note).


* edit on POS - see in backoffice


* edit or add in backoffice - see in POS

Category: Order capture and checkout