Order notes - Create a note in sales order

Step 1
Click the button “Notes” in attachments at Sales order



Step 2
Now you can create a note by clicking the button “New” in the upper left corner.



Step 3
Fill out following boxes:

Type = Store (because you are creating the note from store context)

Description = formulate a short headline what your note is about

Note = leave all information which are necessary for the order (easily comprehensible, but also detailed as needed)


Step 4
After clicking “Save” all other boxes will be filled out automatically with your user details and created
date/time.

Now your note has been added to the note overview.

If there are more than one note saved on the order the overview will show you the Log-History
chronologically on the left side:





When and why do we use “Notes on sales order”?
The note function is the best way to leave important information concerning the sales order and to
guarantee a quick communication between all company departments.

It is necessary that we create a note if there has been made important changes or information we want to
share or any other modifications concerning the specific order must be recorded.

Example: Bank transfer
If an order is payed with bank transfer it is absolutely important to leave a note for Finance department and Customer Care to get them informed about the payment status quo.