Orders

Adding notes

Internal Notes let staff add private context to an order for handovers, clarifications, and follow-up actions.

Info

Notes are internal only and never shown to customers.

Adding a note

Open an order, go to Internal Notes, enter text, and save. Notes are stamped with author and timestamp.

Staff with order permissions can edit or delete notes. Deletions are permanent.

[Staff name] DD Mon YYYY - HH:MM

Customer called to confirm updated delivery instructions.

Edit Delete

Tip

Use notes for context that is not obvious from timeline events, like phone conversations or manual follow-ups.

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