Add Order Notes

Owned by Former user (Deleted)
Last updated: Dec 04, 2023 by Andres Toledo
2 min read

In this article, you will learn how to add notes to an order.

User Roles: Admin, Sales Manager, Cashier, Sales, and Allocations.

Add Order Notes

Adding notes to an order can be very useful when sending specific instructions to the warehouse (warehouse notes), including comments to the customer (invoice notes), or in an additional label.

To add order notes, do the following instructions:

  1. Go to Order Entry and select Order Summary.

  2. Search the order.

  3. Click on Edit from the Actions column.

  4. Click on the Order Notes link, located underneath the General Order Information.

  5. Add the notes on the field of the type of note you want and click on Save.

There are three types of notes:

  • Warehouse Instructions. These are used to send special requests to the warehouse, and are printed on the pick ticket.

  • Invoice Notes. These are used to send information to the customer, and are printed on the invoice.

  • Additional Label Notes. These are used to include specific information for the customer on the boxes, and are printed on an additional label.

The system will print the notes according to the field you use when adding order notes.

K2K Future Sales Orders

If a customer from a K2K Future Sales order has automatic billing and the “Ship Via: Direct from the Vendor” settings enabled, the system will automatically transfer the warehouse instructions to the vendor while creating the order. Along with this, the instructions will also be sent as a prebook note specifying the carrier name and code to the vendor.

Once the product is confirmed in the vendor's staging, the invoice will display this information under the warehouse instructions of the Invoice details and in the pick ticket.

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Add Notes to a Specific Item

You can add notes to specific items in an order. To add item notes, do the following instructions:

  1. When you add items to an order, click on Edit from the Actions column in the item line.

  2. Click on Add Notes.

  3. Enter the note in the space provided and click on Add.

The system will add an icon in the product line where users can click to read the product notes.

You can use item notes to give specific instructions for custom processing.

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