Adding and Viewing Order Notes
Adding and Viewing Order Notes
After any type communication with a customer, or changes to an order, a note should be added to the order/customer for future reference.
Click on Orders
Select the ID to order you wish to view or edit
Click Notes Tab
Here is where you can add notes and view any previous notes.
- Type the note for this specific order.
- Type a note for the customer. This note will show up for all orders placed by this customer.
- After entering any new notes, click on Save.
- Here you can view any previously entered notes for this order or customer.