Adding Staff Notes on Orders

This page prescribes the adding of notes on BigCommerce or Shopify orders whenever it is appropriate for reference.

For BigCommerce

• 1. Pull up the order via order# search or customer search.

  2. Click the ellipses at the right then click View Notes.

• 1. Under the Staff Notes sub-section, add necessary notes appropriate for the situation (e.g. customer name, description of issue, your name). Do not delete Esync: Success.

  2. Place notes underneath Esync Success.

For Shopify

• 1. Pull up the order via order# search or customer search.

  2. Scroll down under Timeline

• 1. Enter necessary notes in the Leave a comment text field and click Post. Keep it short and simple. Leave your name.