How to View Order Notes in Xvantage™

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Overview:

Refer to this knowledge base article to see the notes made for an order in Xvantage.

Note: If there are no notes associated with an order, the Notes button might not be visible.

Process:

  1. Log in to Xvantage.

  2. Hover over the left navigation menu and click on My Business. Then, select Orders.

  3. Find the order you want to view by choosing a search parameter and using the search field, or by applying the order filters that are available.

  4. Once found, just click on the reseller PO# to view the complete order information.

  5. If a note has been made for the order, the Notes button will be visible in the upper right corner of the display.(beside Download).

  6. Click the Notes button.