Add Order Notes

Once the settings are enabled, store associates will be able to add notes to an order and its items during checkout.

Notes can also be added to orders already placed. To do so, navigate to the "Orders" screen and select the order to add notes to:

Note When a cart is suspended or saved for later during checkout, the notes added by the store associate are saved to the order. When the cart is resumed at a later point, these notes are resumed as well

Notes are also visible when creating quotes. Once the store associate navigates to the "Suspended carts" screen and creates a quote for an order, notes previously added to the cart will be visible,

Notes can be updated during checkout and when viewing an already placed order.

To update a note, tap on the Notes label to view the notes. Then, tap on the note to be updated and enter the new text for the note.

Similar to sales transactions, notes may be added to returns and exchanges at the order level and product level. When a new cart is created for a return or exchange of an existing sale order, the product and order notes from that sale order are carried forward to the new cart. When exchanging an item, notes may be added separately to both the old and new items.

The notes added to any order may be printed in receipts. These notes may be printed by adding the PS tag :ps_order_notes in the Receipt Metadata inside Receipt Settings. Order notes will also be printed during reprints and may be edited inside the order details screen.