We would like a way we can attach extra internal information for a customers quote/purchase order/sale that the customer can not see but we can access easily. I have tried googling but not getting anywhere.
For e.g. Attach a quote from our supplier, or a jpeg for our own internal reference, or extra notes about special circumstances on this particular sale/quote but not something our customer can see on the invoice.
Longer story, our sales team raises quotes and orders, but we need a way for our other staff (purchasing officers) to see the suppliers quote or the extra notes regarding this particular sale. It is especially tricky when one person raises the quote, knowing all the extra information, but if they aren't there to convert it to a sale and someone else does it, they don't get to see the extra notes or the supplier quote.
We'd also like a place we can add notes like box quantities for our own internal information, but we also sell as single units and set them up as single units, but some people order box quantities.
Thank you
Angie
