Item wise remark Mandatory in Sales Order.

Purpose: The item remark field is a valuable tool that can be used to provide additional information about an item, track the progress of an order, and provide a record of customer interactions. As a result, it is often made mandatory in sales orders to ensure that this important information is captured. 

Business Scenario: 

For example, customer has raised Sales order of 10 items & out of that 2 items need to be delivered on an urgent basis to the customer. 

Also, If Customer has raised a sales order of 5 items & out of that some items have to be packed as per the customer requirement (delivery person should be more careful while delivering) 

In the above-mentioned scenarios you can use the item remarks at the time of sales order.

Benefits: 

1. To provide additional information about the item.

2. Can make your delivery person aware about the urgent delivery, delivery person should be more careful while delivering etc.

3. You can also print the item remark in sale order profile.

4 You can also get the report of sale order entry along with these item remarks.

5. Same Item remark can also be loaded into the sale entry screen

How to enable this configuration?

Step1: Sales > Sales Order.

Step2: Click on the 'Config' tab on the Sale order entry screen.

Step3: Now search Remark in search Box & press 'Enter'.

Step4: Select the configuration 'Item Remarks Compulsory' & place a check-mark beside it.

Step5: Now after mentioning all the details i.e. Item Name, Qty. You will get this window of 'Please enter the remarks' where you can easily mention your remark as per the requirement.

After that you can simply save the transactions.

Q.1 Can we print this item remark in Sale order profile?

Ans: Yes, you can print it by customizing the print profile selected for the sales order transaction. For this either reach to our support team or to your partner.

Q.2 Do we have any report along with the saved item remarks?

Ans: Yes, we have. For this you can go to Report > Sales > Sales Order > Sales Order- Item wise detailed (Report Id 93). When report will get generated go to settings & search 'Item Remark' and place check-mark in the respective field & you will have the report along with item remark.

Q.3 Can the same remark will be loaded into the sale entry ?

Ans: Yes, the same remark will get loaded into the sale entry.

Related Links: 

How to convert sale order into sale bill? (Link)