Product Comments and Files

Use notes for context and files for evidence

A product record becomes more useful when it includes the information that is otherwise scattered across messages and shared folders. Comments can describe handling instructions or supplier contacts. Files can hold specifications, safety data sheets, certificates or contracts. These additions support the inventory workflow, but a note is not a substitute for recording a purchase, transfer or stock adjustment.

Step by step

1. Open the product record

   Confirm the product and variant so instructions are attached to the item they actually describe.

2. Add a useful comment

   Use the Comments tab for concise information that another staff member can act on. State the context clearly and include a date in the note when its relevance depends on timing.

3. Attach supporting documents

   Use Files to add the appropriate document. Choose a descriptive filename so staff can identify its purpose and version.

4. Review what staff will find

   Reopen the comment or file and confirm it is readable and relevant. Review older instructions when supplier details or product specifications change.

Before you move on

• Attach information to the correct product variant.
• Use concise comments and descriptive filenames.
• Check the document opens and remains current.