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Reference Guide

Notes

In Miva Merchant version 9.0004 and later you can attach notes to customers and orders. You can use notes to keep track of customer requests or preferences, and to record order history.

  • You can manually add a note to a customer account.
  • You can manually add a no to an order.
  • You can enable automatic order status notes. When an order changes, a note is automatically generated and attached to the order. Changes that can generate a note include:
    • Order is created.
    • Order status changes.
    • Changes to items in the order.

    You can begin creating manual notes right away, but automatic order notes have to be enabled.

To Manually Add a Customer Note

  1. Go to Menu> Customers > edit a customer > Notes tab.
  2. In the Notes tab, click Add Note Add
  3. In the Add Note dialog box, enter your note text and click Add.

To Manually Add a Business Account Note

  1. Go to Menu> Customers > Business Accounts tab > edit a Business Account > Notes tab.
  2. In the Notes tab, click Add Note Add
  3. In the Add Note dialog box, enter your note text and click Add.

To Manually Add an Order Note

  1. Go to Menu > Order Processing > edit an order.
  2. In the edit order screen, click on Notes .
  3. In the Notes dialog box, click Add Note
  4. In the Add Note dialog box, enter your note text and click Add

You can also add Notes to orders by selecting an order in the Menu> Order Processing > Orders tab, and clicking the Notes button.

Order Processing

To Enable Automatic Order Notes

After you enable automatic order notes, a simple note is generated and attached to every order when the order status changes.

  1. Go to Menu> Utilities > Add/Remove Modules tab > Available Modules section.
  2. In the Order History Notes box, click Install.

To Delete Notes

  1. Edit a note.
  2. In the Edit Notes dialog box, click Delete.

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