Shipment Info Note Panels

Use the Shipment Info Notes Panel to add notes to Shipment Information.

Accessing the Customer Notes panel from the Order Details panel:

In the Order Summary panel header, click the  Note icon.

The Customer Notes panel slides open with a summary of information abut the customer (name, email address, address, and a summary of the last purchase order). You can also add your own notes.

Accessing the Shipment Info Notes panel from the Item or Payment tab of the Order Details panel:

In the Item or Payment tab of the Order Details panel, click the  Note icon in the Shipment header.

The Shipment Info Notes panel slides open with a summary of information about the Shipment fulfillment information. You can also add your own notes.

Accessing the Order Note Panels

Order Note Panels can be accessed from the Items and Payment tabs of an Order Details panel. The Order Summary panel also contains access to a Customer Notes Panel through a Note icon next to the Customer Name.

The Shipment Info Note panels display a summary of the Shipment fulfillment information. You can also add notes to track the handling of shipments.

Order Note panels typically contain the following controls:

Control

Description

Shipping fulfillment info

Displays fulfillment info for the shipment.

Upper text box

Displays all entries added to the Notes panel so far.

Lower text box

Enter new notes.

Save icon

Saves your changes.

Cancel icon

Cancels your changes and clears the lower text box.

 

REFERENCES

Adding Notes to Orders