Add Notes to Orders and Shipments | How To

 

If you would like to edit the notes on an order after syncing into ShippingEasy, you can quickly update the notes from the ORDERS page before processing the shipment. ShippingEasy allows for 3 types of notes to be added to orders: customer, internal, and gift.

Add Notes on the ORDERS page

There are two ways to add notes to orders on the ORDERS page:

  1. Select the Actions menu drop down from the right of the order you would like to add a note to and select Add Notes.
    actions_add_notes.png
  2. Click the order line for the order you want to edit notes for.
    single_order_line_item_orders_page.PNG

An Order Details box will appear where you can edit or add notes.

Customer and Gift Notes

Gift and customer notes can be pulled in from your store and edited in ShippingEasy or they can be added in ShippingEasy after your order has synced.

  1. Click the Pencil icon next to Notes in the Order Details box.
    order_notes_order_details_box.png
  2. Click in the text box under the note options where you can add the note.
    notes_on_edit_order_slideout.png
  3. Click "Update Order".

Internal Notes

Internal notes do not display anywhere outside of ShippingEasy and are meant to help organize your shipping process. Whether you want to leave a note for your shipping staff or a customer has changed an address and you want to flag a reminder to yourself, adding internal notes to orders can help you stay organized!

Suggested Ways to Use Internal Order Notes
  • Change of address – ever have a buyer email to update the address they want you to ship to? Add a note to the order. We will flag it and then you can update it when you are ready to ship.
  • Buyer comments/late requests – buyers often send through additional requests post-purchase. Use order notes to tag the order with these comments so things ship correctly.
  • Multiple shippers – do you have more than one person doing your shipping? Use these notes to communicate between shifts and people. More communication, fewer mistakes.

ShippingEasy allows you to add internal notes at two stages in the shipping process: on the ORDERS page before you pick your shipments, or on the SHIPMENT HISTORY page, after your print your labels.

Add Internal Notes from the Orders Page

  1. Click the Pencil icon next to Notes in the Order Details box.
    order_notes_order_details_box.png
  2. Click in the text box under Internal Notes to expand a text box where you can add the note. These notes will be purely for internal purposes and will not appear on any confirmation emails, labels, or packing slips.
    internal_note_box_order_details.PNG
  3. Select Update Order.

Add Internal Notes from the Shipment History Page

  1. Locate the order shipment using the filters on the left side of the page or using the search box.
  2. Click the green V menu button to the right side of the order shipment and select Add Internal Shipment Notes.
  3. Edit the note in the modal box and select Save.

  4. To confirm and view the note has been added, you will see a comment icon next to your order number. Click the order number and the note will appear at the bottom of the Order Details popup window.
    shipment_history_internal_notes.PNG
  5. To edit the note, go back to the order shipment, click the green V menu button to the right side of the order shipment again and select Add Internal Shipment Notes.
    To delete the note, simply highlight the text and delete, or backspace over the text and then click Save.
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We use the INTERNAL NOTES quite often (between sales dept and warehouse). It would be nice if there is an UPDATED box to check when a note is changed....and then the blue ICON either blinks on and off or changes color to let the others know that the note has been updated.

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Hello Harvey, and thank you for visiting our support center.

We appreciate the feedback and suggestion.

Would you consider reposting your specific needs and interest to our Feature Requests forums? These are monitored by our CEO and Product Team and used to prioritize future development work.

Our Feature Requests community has considerable influence on the course of our development and the more interest we see for certain features or integrations, the more likely they will be added to our app.

We look forward to seeing you in the Feature Request forum and taking an active role in helping to shape ShippingEasy!

Thank you and happy shipping!

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Hi, I have a problem

 

My packing slip template creates a barcode from the Internal Order Notes. However, once an order gets made into a shipment, there's no way to go back and edit the Internal ORDER Notes. There's only an ability to add/edit Internal SHIPPING Notes. So I can't edit the internal order notes on previous shipments. This is no good if I need to reprint the packing slip!

 

This could be mitigated somewhat if I could add Internal SHIPPING Notes to packing slip template, but I can't find the variable to use for that, I can only find Internal ORDER Notes variable (shipment.internal_shipment_notes)

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Hello Spencer, and thank you for posting to our community!

Regretfully, we do not currently have a packing slip variable available for Internal Shipment Notes, or an option to edit Internal Order Notes after an order has been shipped.

That being said, however, our community has considerable influence on the course of our development. The more interest we see for certain features or integrations, the more likely they will be added to our app.

Would you consider reposting your specific needs and interest in those options to our Feature Requests forums? These are monitored by our CEO and Product Team and used to prioritize future development work.

Please include any details regarding how the ability to edit Order Notes after shipping would benefit your shipping process in case our Product Team might have another option for you.

We look forward to seeing you in the Feature Request forum and taking an active role in helping to shape ShippingEasy!

Thank you!

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