Manage Orders & Shipments with Notes
Use Notes to communicate important information related to your orders and shipments
In This Article
Order Notes are a great way to communicate important order and shipment information to all Postsale users. In this article, we will look at how to add a Note to an order, how to add the Notes column to the orders grid, and how to view Notes that have been added to orders.
Quick Tip Video
Real-World Example
After placing an order, a customer called asking if thier order could be shipped to a FedEx Hold at Location so that they can pick up the order while traveling on business. We need a way to communicate to the shipping department that the order should be shipped to a specific FedEx location.
A quick solution for this real-world example is to add a Note to the customer's order that specifies that the customer would like the order shipped to a specific FedEx location. Anyone working in Postsale can then view the Note.
Add a Note
- Locate the order.
- Double-click the order to open the Order Details screen.
- Expand the Notes section.
- Click the + Add button.
- (Optional) Specify the date for the Note. The current date is populated by default.
- Enter the Note into the Content field. Then, click Save.
The Note is added and is visible in the Notes section.
- When needed, enter any additional Notes by repeating steps 4 - 6.
- Click Save Order.
The Notes have been added to the order and are now available to view by all Postsale users.
Add the Notes Column to the Orders Grid
A Notes icon is displayed in the Orders Grid for any orders that contain one or more Notes.
Follow these steps to ensure that the Notes column is visible in the Orders Grid.
- Hover over any column in the Orders Grid and click the
menu.
- Make sure that the Notes column is checked so that it is visible in the grid.
Once the Notes column is enabled, click anywhere in the Orders Grid to return to the main view of the grid.
The Notes column is now visible.
Arrange and Sort Columns in the Grid
Check out the Personalize Your Orders Grid help article to learn how you can sort, rearrange, and pin columns in the Orders Grid!
View Notes
Hover over the Notes icon to view the Notes associated with an order. When multiple Notes are associated with an order, the icon will indicate the number of notes, and all of the Notes will be visible.
