Notes

Attach context-sensitive notes to Sage 300 screens

“Truly, my mind is overflowing with the possibilities of the interplay between Extender and Notes…such a game-changer!”

DAVID GELULA, GELULA CONSULTING, ILLINOIS, USA

Improved collaboration through better information sharing

  • Information where and when it's needed, attached to Sage 300 screens
  • Context-sensitive Notes can include rich text, hyperlinks, and even small images
  • Control who sees what by configuring role-based rules
  • No more looking up Operations Manuals, or searching for lost reminders
  • Supports remote working and multi-site operations
  • Save time and improve customer service by having key information readily at hand
  • Improve data accuracy and support on-the-job training, with pop-ups displaying contextual data-entry guidelines
  • A platform for further customization when combined with Extender and other Orchid products

Notes Features s

You control not just what is displayed, but also where, how and to whom

Specify where to display Notes

Specify which Sage 300 field labels trigger the display of Notes:

  • Any Sage 300 screen (including 3rd Party modules developed in the SDK)
  • Any Sage 300 data (e.g. specific Users, Customers, Items, batches or transactions)
  • Any Sage 300 field, including Grid fields, (except for check-boxes or drop-down selections)
  • Up to two fields, e.g. Vendor and Item, to filter selection
  • Store multiple Notes for the same field, and configure which will be displayed

Notes Options

  • Set Note colours, e.g. to indicate importance and attract attention
  • Include plain text, rich text, hyperlinks and even small images in a Note
  • Set display characteristics (e.g. Alert Box, auto pop-up, flashing tray icon)
  • Use Orchid Extender to create dynamic 'Extended Notes' (see below)
  • Use Orchid Optional Tables to create structured notes (see below)

Controlling Access to Notes

  • Optional role-based restrictions determine the functions available to users
  • You control who can add, edit, or delete Notes
  • You can set up role-based rules to target messages to the right people
  • Notes can appear every time the linked data is displayed, or be restricted to specific screens

Viewing Notes

  • When the user opens a Sage 300 screen or transaction record, any existing Notes linked to fields on that screen, or to the screen itself, will appear in the Alert Box (subject to any role-based restrictions).
  • Notes can pop-up automatically, and/or be accessed via a Note Icon or function key.
  • Flashing tray icon to indicate a note exists.
  • Pin the Alert Box to the associated screen, or unpin it (e.g. to display on a separate monitor)

Adding & Editing Notes

  • Edit and/or New buttons are presented in the Alert Box, allowing users to maintain Notes without leaving the Sage 300 screen (subject to any role-based restrictions)
  • If Notes have been configured for a screen but none currently exist, a blank Note icon will be displayed on the screen’s menu bar and can be clicked to initiate entry of a new Note
  • Alternatively, a pop-up window can automatically prompt for entry of a new Note

Importing Notes

  • Use options and utilities to import Notes from a CSV file, or convert from Zippy Notes

Use Case Examples

  • Procedural notes to guide data entry – great for educating inexperienced users
  • Customer-specific notes, e.g. during Order Entry note that this Customer doesn’t accept deliveries after 3pm
  • Item-specific notes, e.g. during Purchase Order entry note that this product is on special discount, or requires inspection upon receipt, or Model 123 is being replaced by Model 456
  • Dual-key Notes, e.g. Customer X has special labelling requirements for shipments of certain Items
  • Notes to support GL Budget entry, e.g. by account and date

Product Screenshots

Testimonials

...the Orchid Notes system is the best I’ve seen.

MIKE COOK, OPERATIONS ANALYST, NEW LINE HOSE & FITTINGS, SURREY, BC, CANADA

Truly, my mind is overflowing with all of the possibilities of the interplay between Extender and Notes. This new relationship between them feels like such a game-changer! Sincerest kudos to you and your team - both of these modules are rapidly becoming 'must-quote' for me on new sales as it’s turning so many previous 'no's into 'yes's!

DAVID GELULA, GELULA CONSULTING, ILLINOIS, USA

We will be getting more clients on Orchid's Information Manager, it is really fantastic...

PERCY MANGOZHO, ENVISAGE BUSINESS SOLUTIONS, ADELAIDE, AUSTRALIA

Minimum

Requirements

  • Notes 2021 requires Sage 300 2021 System Manager
  • Orchid Extender is required to use "Extender Script” Note Type, or to create a Note from an Extender Event
  • Orchid Optional Tables is required to use "InfoSet” Note Type

How to buy

Talk to your local Sage 300 partner Send message

International Contacts

Please contact us directly if your business is in the UK, Europe or other regions not listed here. 

North/South/Central America and the Caribbean

Robert Lavery 

Phone: (416) 453-7876
Email: Robert.lavery@sympatico.ca

Address:
Robert Lavery & Associates
14 Woodway Trail
Toronto, Ontario CANADA M8Y 2B8

Asia Region

A-Plus Software Limited (ID#82011633)

Phone: + 852-2366 8392
Email: info@a-plussoft.com
Website: www.a-plussoft.com/en/orchid.php

Address:
5/F Goldsland Building
22 Minden Avenue, Tsim Sha Tsui,
Kowloon Hong Kong

Australia and New Zealand Region

Sage Software Australia - Business Management Solutions (ERP & CRM)

Phone: 137 243 (13 SAGE)
Website: https://www.sage.com/au

Level 11, Zenith Tower B,
821 Pacific Hwy,
Chatswood NSW 2067

Africa Region

Sage South Africa (Pty) Ltd

Phone: +27 11 304 3000
Website: https://www.sage.com/za


6th Floor, Gateway West
22 Magwa Crescent
Waterfall 5-lr, Midrand, 2066

Middle East Region

Sage Middle East

Phone: +971 43900180
Website: https://www.sage.com/en-ae/support/contact-us

Office No. 118 Building No.11
Dubai Internet City (DIC)
Dubai, PO Box 500198
United Arab Emirates (UAE)