When processing an order, you may need to add or edit notes to the order. These notes can provide important information about the order, such as special customer requests or delivery methods. In Shopify POS, notes on orders can be easily edited. In this article, we’ll explore how to edit notes in an order using Shopify POS.
1. Open the order.
To edit notes on an order, first open the order. Open the Shopify POS app and select the “Orders” tab. In the order list, select the order you want to edit. Once you select an order, you will see the details of the order, including products, payment method, and delivery method.
2. Edit notes.
To edit notes on an order, click the Notes field on the order details page. Enter new information in the notes field, such as a customer’s special request, order details, or shipping address. Click the Save button to save the new note. The system will automatically update the notes in the order and send them with the customer upon shipment.
3. View historical notes.
In Shopify POS, you can view historical comments and learn about changes in comments in orders. To view historical notes, return to the order list and select the order. On the order details page, click the Notes field. Here you can view previously added notes and view the timestamp of each note.
4. Use predefined comments.
To improve efficiency, Shopify POS also provides predefined comments. These predefined notes are some commonly used order information, such as “New Customer” or “Special Request”. To use a predefined note, click the “+” icon next to the “Notes” field. Select the appropriate predefined note and click the “Add” button. Predefined notes are automatically added to the notes field and saved in the order.
5. Best practices.
When processing an order, editing notes can help provide better customer service and avoid misunderstandings and unnecessary questions. Here are some best practices for editing effective notes on orders:
Add notes during the order process, not after;
Describe the customer’s special needs in detail or Requirements;
Ensure notes are easy to understand and consistent with the order;
Use predefined notes to improve efficiency;
Regularly review historical notes to understand order notes The change.
In summary, Shopify POS is a powerful mobile sales software that helps manage orders, process payments, and track inventory with ease. When processing an order, editing notes can help provide better customer service and avoid misunderstandings and unnecessary questions. With the five steps above, you can easily edit notes on your order and ensure your customers receive the best possible service.