Shopify POS is a popular mobile sales software that helps store owners manage orders, process payments, and track inventory. When processing an order, you may want to add a note to provide special services or information. In this article, we’ll explore how to add notes to orders using Shopify POS.
1. Open the order.
In Shopify POS, you can easily open an order and add notes. Open the Shopify POS app and select the “Orders” tab. In the order list, select the order to which you want to add a note. Once you select your order, you will see the details of your order, including products, payment method, and delivery method.
2. Add notes.
To add a note to your order, click the Notes field on the order details page. Enter information in the notes field, such as a customer’s special needs, order details, or shipping address. Click the “Save” button to save the note. Notes will be saved with the order and sent with the customer upon shipment.
3. View and edit notes.
To view or edit the added notes, return to the order list and select the order. On the order details page, you can click the Notes field to view or edit notes. To edit a note, enter new information in the note field and click the Save button. Note that you can only edit notes while the order has not yet shipped.
4. Use predefined comments.
In Shopify POS, you can also use predefined notes, which can help you quickly add commonly used order information. To use a predefined note, click the “+” icon next to the “Notes” field. Select the appropriate predefined note, such as “Special Requests” or “New Customers” and click the “Add” button. Predefined notes are automatically added to the notes field and saved in the order.
5. Best practices.
When processing orders, adding notes can help you provide better customer service and avoid misunderstandings and unnecessary questions. Here are some best practices to help you add effective notes to your order:
Describe the customer’s special needs or requests in detail;
Make the note easy to understand and consistent with the order ;
Add notes during order processing, not after;
Use predefined notes for greater efficiency.
In summary, Shopify POS is a powerful mobile sales software that helps you manage orders, process payments, and track inventory with ease. When processing orders, adding notes can help you provide better customer service and avoid misunderstandings and unnecessary questions. With the five steps above, you can easily add notes to your order and ensure your customers receive the best possible service.