When an order is processed, it may be necessary to delete notes from the order. These notes may be out of date, inaccurate, or no longer required. In Shopify POS, it’s easy to delete notes from orders. In this article, we’ll explore how to delete notes from an order using Shopify POS.
1. Open the order.
To delete notes from an order, first open the order. Open the Shopify POS app and select the “Orders” tab. In the order list, select the order from which you want to delete the note. Once you select an order, you will see the details of the order, including products, payment method, and delivery method.
2. Delete the note.
To remove a note from an order, click the Notes field on the order details page. Delete the existing information in the notes field and click the Save button to save the changes. 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. To delete a historical note, move your cursor over the note and click the “x” button.
4. Restore deleted notes.
If you accidentally delete a note, or need to view previously added notes, you can use the historical notes feature of Shopify POS. On the order details page, click the Notes field and then click the View Historical Notes button. In the list of historical notes, select the note you want to view and click the “Restore” button. The system will automatically add the recovered notes to the order and send it with the customer upon shipment.
5. Best practices.
When processing an order, removing notes can help provide better customer service and avoid misunderstandings and unnecessary questions. Here are some best practices to help remove valid notes from your order:
Remove notes that are outdated or inaccurate;
Remove notes that are no longer needed;
Regularly review historical notes and delete those that are no longer needed.
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, removing notes can help provide better customer service and avoid misunderstandings and unnecessary questions. With the above five steps, you can easily delete notes from your order and ensure that your order information is accurate.