Private Order Notes

Private Order Notes #

 

Order notes allow you to leave detailed information/instructions on an order that cannot be accessed or seen by the customer.  This are two sections that serve this purpose, “Additional Information” and ‘Private Notes”.  Any information entered into additional information will appear in private notes and vise versa.

Adding Notes #

Notes can be added during order creation and when editing an order. The additional Info text box is found in the bottom left section of the new order/edit order page . Once added these notes can be seen on any page by expanding the order.

Editing Notes #

 

While notes can be viewed by internal users on all pages, they can only be edited two ways. Either by editing the order or by expanding the order from the Invoices page and directly typing into the text box. You must press the “update private notes” button to save changes made from the invoices page.

 

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