{"id":148476,"date":"2026-10-14T14:51:29","date_gmt":"2026-10-14T14:51:29","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&#038;p=148476"},"modified":"2026-10-14T14:51:49","modified_gmt":"2026-10-14T14:51:49","slug":"activate-or-deactivate-a-predefined-note","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/activate-or-deactivate-a-predefined-note\/","title":{"rendered":"Activate or Deactivate a Predefined Note"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The System allows you to deactivate any predefined note to hide it from the quick note options in POS without deleting it, and then reactivate it whenever needed. This is useful for seasonal or temporary notes, such as notes for an item that is currently unavailable. This guide explains how to deactivate and reactivate a predefined note and the effect on POS and previous orders.<\/p>\n<div style=\"display: flex; gap: 10px; background: #f6f8fb; border-left: 4px solid #1a56db; border-radius: 6px; padding: 14px 16px; margin: 0 0 18px;\">\n<p><span style=\"flex: 0 0 auto; font-size: 18px; line-height: 1.6;\">\ud83d\udec8<\/span><\/p>\n<p style=\"margin: 0; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Note:<\/strong> Deactivation is the safer alternative to deletion; the note disappears from the sales screen and remains in the predefined notes table, allowing you to reactivate it without entering it again.<\/p>\n<\/div>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Before You Start<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">You need the <strong style=\"color: #111827;\">Manage POS Line Notes Library<\/strong> permission under the <strong style=\"color: #111827;\">POS<\/strong> group in <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftara.com\/owner\/roles\"><strong style=\"color: #1a56db;\">Manage Employee Roles<\/strong><\/a>. The permission is enabled for the account owner and is available only for roles of type <strong style=\"color: #111827;\">User<\/strong>. Without it, the <strong style=\"color: #111827;\">Item Notes<\/strong> card does not appear in Settings.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Item Notes must be enabled; the predefined notes table appears only when it is enabled. See the <a style=\"color: #1a56db;\" href=\"https:\/\/docs.daftra.com\/en\/?post_type=tutorial&amp;p=148458\"><strong style=\"color: #1a56db;\">Enable Item Notes from Sales and POS Settings<\/strong><\/a> guide.<\/li>\n<\/ul>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Accessing the Screen<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">From POS Settings:<\/strong> From the sidebar, click <strong style=\"color: #111827;\">POS<\/strong> \u2192 <strong style=\"color: #111827;\">POS Settings<\/strong>, then open the <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftara.com\/owner\/pos_line_notes\"><strong style=\"color: #1a56db;\">Item Notes<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">From Sales Settings:<\/strong> From the sidebar, click <strong style=\"color: #111827;\">Sales<\/strong> \u2192 <strong style=\"color: #111827;\">Sales Settings<\/strong>, then open the <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftara.com\/owner\/pos_line_notes\"><strong style=\"color: #1a56db;\">Item Notes<\/strong><\/a><\/li>\n<\/ul>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Both paths open the same page, and each note has the same status in both paths.<\/p>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">How to Deactivate a Predefined Note<\/h2>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Open the <strong style=\"color: #111827;\">Item Notes<\/strong> page.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Find the note in the predefined notes table, or enter part of its text in the search field above the table.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">In the <strong style=\"color: #111827;\">Status<\/strong> column, change the note&#8217;s toggle from <strong style=\"color: #111827;\">Active<\/strong> to <strong style=\"color: #111827;\">Inactive<\/strong>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click <strong style=\"color: #111827;\">Save<\/strong> at the top of the page.<\/li>\n<\/ol>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">How to Reactivate a Predefined Note<\/h2>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Open the <strong style=\"color: #111827;\">Item Notes<\/strong> page.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Find the note in the predefined notes table; inactive notes appear in the table alongside the other notes.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">In the <strong style=\"color: #111827;\">Status<\/strong> column, change the note&#8217;s toggle from <strong style=\"color: #111827;\">Inactive<\/strong> to <strong style=\"color: #111827;\">Active<\/strong>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click <strong style=\"color: #111827;\">Save<\/strong> at the top of the page.<\/li>\n<\/ol>\n<div style=\"display: flex; gap: 10px; background: #fff8eb; border-left: 4px solid #d97706; border-radius: 6px; padding: 14px 16px; margin: 0 0 18px;\">\n<p><span style=\"flex: 0 0 auto; font-size: 18px; line-height: 1.6;\">\u26a0<\/span><\/p>\n<p style=\"margin: 0; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Warning:<\/strong> The status change is not saved until you click <strong style=\"color: #111827;\">Save<\/strong>. The <strong style=\"color: #111827;\">Discard<\/strong> button cancels all changes on the page and returns you to POS Settings.<\/p>\n<\/div>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">How the System Works<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Every new predefined note is added with an <strong style=\"color: #111827;\">Active<\/strong> status by default.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">An inactive note does not appear to the cashier among the quick notes in POS, but remains saved in the predefined notes table.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Orders and invoices that used the note before it was deactivated retain its text as is; deactivation does not change previous records.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Predefined notes are shared across the entire account, so deactivating a note hides it from POS in all branches.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Deactivating an individual note is different from disabling the <strong style=\"color: #111827;\">Item Notes<\/strong> toggle at the top of the page; the toggle controls the entire feature, while the note&#8217;s status applies only to that note.<\/li>\n<\/ul>\n<h2 style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Frequently Asked Questions<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">I deactivated the note, but it still appears to the cashier. Why?<\/strong> You most likely did not click Save after changing the status; the change is applied only after saving.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Does deactivating the note affect previous orders and invoices?<\/strong> No. Previous records retain the note text as is.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Can I deactivate a note in only one branch?<\/strong> No. Predefined notes are shared across all branches of the account, and deactivation applies to all of them.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">What is the difference between deactivating and deleting a note?<\/strong> Deactivation hides the note from POS and keeps it in the table for reactivation, while deletion permanently removes it.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">I cannot find the predefined notes table on the page. Why?<\/strong> Because the Item Notes toggle is not enabled; the table appears only after enabling it.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">I cannot find the Item Notes card in Settings. Why?<\/strong> Because your role does not have the Manage POS Line Notes Library permission.<\/li>\n<\/ul>\n<\/div>\n","protected":false},"author":38,"featured_media":0,"template":"","categories":[2166,2150],"tags":[18986,18992,18985,18988,18987,18991,18960,4061,4065,18954,3876,18990,18989],"class_list":["post-148476","tutorial","type-tutorial","status-publish","hentry","category-pos-settings","category-sales-settings","tag-activate-note","tag-can-a-note-be-deactivated-for-one-branch","tag-deactivate-note","tag-how-to-deactivate-a-predefined-note","tag-how-to-reactivate-a-predefined-note","tag-inactive-note","tag-item-notes","tag-pos","tag-pos-settings","tag-predefined-notes","tag-sales-settings","tag-what-is-the-difference-between-deactivating-and-deleting-a-note","tag-why-does-the-note-still-appear-after-deactivation"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Activate or Deactivate a Predefined Note - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/activate-or-deactivate-a-predefined-note\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Activate or Deactivate a Predefined Note - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"The System allows you to deactivate any predefined note to hide it from the quick note options in POS without deleting it, and then reactivate it whenever needed. 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