Sandy FAQ

Add/View manufacturing notes for line items

Notes and documents are the information that is passed on to the shop floor or engineering team as reference.

1. To view/add notes and or documents on a line item, click on the Notes & Documents on the right side of the screen. If menu option are not visible, please click on Menu icon (next to Editing)  which will then open Actions menu.

2. Notes & Documents should be visible as shown below.

3. To add a a Note and Document Editing must be turned to ON. Select the Notes option and the user will get the following

4. On doing so, the select the drop down and select the "Manufacturing Notes" as shown below.

5. Enter the notes as shown below and enter the button to save.

6. After saving the notes, the following is available to the user.

7. Click the "Manage" button. Now the user has option to edit the existing note or view the existing notes.

Note: Option is there to delete the notes. If editing, the user need to update.

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