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Add Notes to Orders & 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, gift, and internal.

Add Notes on the ORDERS Page

There are two ways to access the notes fields from the ORDERS page.

The Actions menu for an order:

ORD_ActionsMenu_AddNotes_MRK.png

The Edit icon for the Notes section of the order's details:

ODET_Notes_Edit_MRK.png

Whichever method you choose, an Edit Notes page 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 imported.

  1. Click the Pencil icon next to Notes in the Order Details box.

    ORD_Details_Notes_Edit_MRK.png

  2. Click in the text box under the note options and add your notes.

    ORD_EditNotesPage_CustGift_MRK.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 Orders Page

To add internal notes before you create your label:

  1. Click the Pencil icon next to Notes in the Order Details box.

    ORD_Details_Notes_Edit_MRK.png

  2. Click in the text box under Internal Notes and add your notes.

    ORD_EditNotesPage_Internal_MRK.png

    These notes will be purely for internal purposes and will not appear on any confirmation emails, labels, or packing slips.

  3. Click Update Order.

Add Internal Notes from the Shipment History Page

To add internal notes after you create your label:

  1. Go to the Shipment History page.

    Shipments then Shipment History

  2. Locate the order shipment using the filters or using the search box.

    SHIP_shipment_history_search.png

  3. Click the green V menu button to the right side of the order shipment and select Add Internal Shipment Notes.

    The order action menu with add internal shipment notes selected

  4. Edit the note in the modal box and select Save.

    The shipment history page shows the shipment details and the Internal Shipment Notes box.

To confirm and view the note that 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.

SHIP_Details-ConfirmNotes_MRK.png

To edit or delete the note, go back to step 3 to access the Add Internal Shipment Notes modal. To edit, just enter the new note and click Save. To delete the note, highlight the text and delete, or backspace over the text and then click Save.

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