Order Notes
Overview
You can enter and review order notes from the order book directly. Order notes can also be imported from channels. For example if a buyer writes a payment note when checking out with PayPal, the system will display a note sign against that order. Orders can have multiple notes and information about the date/time the note was applied plus the user who applied it is also stored.
When an order has a note or notes applied to it a flag will display (highlighted below).
Viewing Order Notes
To view an order note either;
- Double Click on the order
- Right Click on the order, go to View and then View Order
Next you will need to go to the Order Notes tab
From this screen you will see the date and time the note was added, the user who added the note and the note it's self. If a note was added from a channel, the user will display as "No User".
Editing Order Notes
Right Click on the Order, go to Actions and then Edit Order Notes
The note editing screen will then be dispalyed. From this screen you can add, edit and remove order notes
- To add an order note click New Note, enter some text then press apply
- To edit an order note click on the note, edit the text and then press apply
- To delete an order note click on the note you wish to delete then press Delete
Order notes can be printed on invoices, pleasee see the Template Designer documentation for instructions on how to do this.
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