Adding Comments and Tasks

One feature that Pistachio offers you is to add comments or tasks to any sales order, purchase order, shipment, delivery or transfer. 

This can be really helpful for a few reasons:

1. Communicating any specific information about an order if the salesperson will be away or if they are away and someone else takes a message for them.

2. Explaining why an order may appear strange, ex: payments and invoicing have some odd debits and credits.

3. Including any important information about a delivery, ex: using a certain entry or adding a gate code.

4. Setting reminders for follow up actions on a future date and assigning that work to yourself or someone else.

There are 2 ways to access the comments and tasks functionality. 

1. Click on the 3 dots next to any sales order, purchase order, shipment, delivery or transfer from the main table.

2. Open a specific sales order, purchase order, shipment, delivery or transfer.

3. Then add in any tasks or comments. All users will be able to see the tasks or comments.

Note: All tasks can be viewed by accessing the tasks option from the left side panel. They cannot be created from this screen. They cannot be closed from this view either.