Notes and tags on an order

Add internal notes and coloured tags that only your team sees, and use tags to filter orders.

Where to find itOrdersViewNotes and tags

Who can use this

Shop owner, Shop Manager, Shop Sales Manager

The Notes and tags card on the order page is for your team. It is marked Staff only, and customers never see what you write there.

The Notes and tags card with a tag, the Add tag controls and an internal note

The shop owner, Shop Managers and sales managers can add and change notes and tags. Other staff who can open the order can read them.

Add a tag

Pick an existing tag
1. In the Tag list, choose one of your shop's tags and select Add tag. The list appears once your shop has a tag that is not yet on this order.
Or create a new one
1. Select New tag, enter a Tag name, choose a Colour and select Create and add. The tag is added to this order and to your shop's tag list.

To take a tag off the order, select the remove button on the tag. An order can hold 20 tags; when it is full, the add controls disappear.

Add a note

Write the note
1. Type in Internal note. The box reads Add an internal note (only your team sees it), and the hint under it gives the longest note allowed.
Save
Select Add note. The note is listed with your name and the time.

Use Edit to change a note, then Save note. An edited note is marked edited. Delete removes it after you confirm Delete this note? You can edit or delete your own note for 15 minutes after writing it. The shop owner can change any note at any time. Notes by someone who has left show Former staff member.

Use tags on the orders list

Tags show as coloured chips on each order card.
The Tag filter lists orders with one tag. Manage tags in that menu opens your tag list. See Search and filter orders.
Add tag and Remove tag in bulk actions tag many orders at once.

Notes or the customer comment?

Use	For
Internal note	Anything for your team: "Customer called, wants a call before delivery"
Customer comment	What the customer asked for at checkout. Delivery staff see it
Cancel Reason	Why an order was cancelled

Troubleshooting

Only the shop owner, managers and sales managers can add notes and tags. Your role can read but not write.
Choose one of your shop's tags. The tag was deleted. Reload the page and pick another.
A bulk tag message says orders were skipped. Those orders already hold 20 tags. Remove one first.

Add a tag

Pick an existing tag

In the Tag list, choose one of your shop's tags and select Add tag. The list appears once your shop has a tag that is not yet on this order.

Or create a new one

Select New tag, enter a Tag name, choose a Colour and select Create and add. The tag is added to this order and to your shop's tag list.

To take a tag off the order, select the remove button on the tag. An order can hold 20 tags; when it is full, the add controls disappear.

Add a note

Write the note

Type in Internal note. The box reads Add an internal note (only your team sees it), and the hint under it gives the longest note allowed.

Save

Select Add note. The note is listed with your name and the time.

Use

For

Internal note

Anything for your team: "Customer called, wants a call before delivery"

Customer comment

What the customer asked for at checkout. Delivery staff see it

Cancel Reason

Why an order was cancelled