How To Guides
Order Notes in Order Processing
There is now an Order Notes feature that comes standard in the 9.0004 update. In this document we will walk you through how Order Notes works. Order Notes work with Items, Returns and Shipments. There are a couple ways to access the new Order Notes feature. First we’ll go over how Order Notes works in the Order Processing section:
If you want Order Notes to automatically add notes for any changes to items, shipment and returns you must first install the “Order History Notes” Module. By installing the module, any time a change takes place in an order, it will automatically be added to your Notes section. If you would rather just add them manually, then you don’t have to upload the module.
Here are directions for those who want to upload the Order Notes Module. Click on “Menu,” then scroll down to “Utilities.”
Now click on “Add/Remove Modules.” Look for “Order History Notes” and click on the “Install” button.
Now, go to “Menu,” then scroll down to “Order Processing.”
Click on one of the orders, then click on the “Edit” tool (pencil).
You’ll see a “Notes” link at the top of the order, click on it.
When you open the Notes section, at first it will be blank. This is where you can now create Notes that pertain to the customer. Make sure you click on the far right button and turn “**Note**” on as shown below.
Let’s say the customer called and said they needed to change sizes. You can click on the “+” sign and enter a note so that if another employee needs to reference the order, or if the customer calls back, you can track the communication between the customer and your store. Once you’re done with your note, hit “enter” or “return.” You’ll see your notes now listed.
*Note: All notes can be edited or deleted at any time.*
