Adding and Viewing Order Notes

by kearal 0 Comments

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

update1

Select the ID to order you wish to view or edit

update2

Click Notes Tab

update3

Here is where you can add notes and view any previous notes.

update4

 

  1. Type the note for this specific order.
  2. Type a note for the customer. This note will show up for all orders placed by this customer.
  3. After entering any new notes, click on Save.
  4. Here you can view any previously entered notes for this order or customer.