Steps on Shopify for Adding an Internal Note to an Order
An (internal) note, as you may know, is something that only you or your staff can see. When giving special instructions to your staff, adding notes to the orders can be helpful. It's also something you should do when managing orders in general. But unlike the iOS or Android versions, adding internal notes on your desktop version is done in a different way.
The step-by-step instructions for adding an internal note to an order on Shopify are provided below. Please take the time to carefully read this writing and adhere to the instructions. Let's get going!
How to add a note to your order on Shopify
Step 1: Go to Orders
From your Shopify admin screen, look at the left side of the page and find a button called Orders
, click on that button to continue.
Step 2: Choose an order to add a note
All of the orders are displayed on the Orders page once you arrive there. Look through the list and decide which order you want to add a note to.
Step 3: Find the Timeline section
Once you get to the Order details page, you can see there are a lot of sections inside it, however, to add a note, you should scroll down and find the Timeline
section.
Step 4: Add an Shopify order note
Under the Timeline section, you can see a box named Leave a comment
. Fill the box with the note you want to add
Step 5: Save the note
When you have finished adding the note, you must click on the Post
button to save the changes.
To add an internal note to an order on iPhone
- Step 1: Go to Orders
After logging into the Shopify app on your phone, take a look at the home screen and find the Orders
button, tap on it.
- Step 2: Go to All orders or Draft orders
You can add notes to both orders and draft orders so choose either theAll orders
button or theDraft order
button.
- Step 3: Choose an order
After the previous step, the screen will display the orders on your phone screen, choose one orders that you want to add note.
- Step 4: Tap the
...
button
From the Order details screen, look at the top of the screen and find the ...
button. Click on that button to continue our action.
- Step 5: Tap Add note
After you tap the ...
button, you can see a small box which has the Add note
option shows up on the screen, go to that option.
- Step 6: Add note
The Add note screen will appear after the above step, add your note on the field inside the screen and tap Save
to update your note to the Order details screen.
To add an internal note to an order on Android
- Step 1: Go to Orders
After logging into the Shopify app on your phone, take a look at the home screen and find the Orders
button, tap on it.
Step 2: Go to All orders or Draft orders
You can add notes to both orders and draft orders so choose either the All orders
button or the Draft order
button.
Step 3: Choose an order
After the previous step, the screen will display the orders on your phone screen, choose one orders that you want to add note.
- Step 4: Tap the
⋮
button
From the Order details screen, look at the top of the screen and find the ⋮
button. Click on that button to continue our action.
- Step 5: Tap Add note
After you tap the ⋮
button, you can see a small box which has the Add note
option shows up on the screen, go to that option.
- Step 6: Add note
The Add note screen will appear after the above step, add your note on the field inside the screen and tap Save
to update your note to the Order details screen.
- Step 1: Go to Orders
After logging into the Shopify app on your phone, take a look at the home screen and find the Orders
button, tap on it.
Step 2: Go to All orders or Draft orders
You can add notes to both orders and draft orders so choose either theAll orders
button or theDraft order
button.Step 3: Choose an order
After the previous step, the screen will display the orders on your phone screen, choose one orders that you want to add note.
- Step 4: Tap the
⋮
button
From the Order details screen, look at the top of the screen and find the ⋮
button. Click on that button to continue our action.
- Step 5: Tap Add note
After you tap the ⋮
button, you can see a small box which has the Add note
option shows up on the screen, go to that option.
- Step 6: Add note
The Add note screen will appear after the above step, add your note on the field inside the screen and tap Save
to update your note to the Order details screen.
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