Messages and Notes

Overview: Use the Messages page to review, add, and update order notes as well as messages for each ship-to customer on the order.

Order notes: Order notes are messages that are flagged to print nowhere. These are notes that are not shared with the customer. You use the Order Notes (apply to entire order) window to enter or update order notes.

The system also writes order notes. For example, order notes are written for activity related to Order Orchestration such as the originating store, and the request ID assigned in Order Orchestration.

Message types: In addition to order notes, you can work with the following types of messages for an order ship-to:

• Gift messages
• Invoice
• Invoice and Pick
• Pick messages
• Quote form messages
• Refund check messages
• Refund Note

How to display: Select the Messages option on the Order Entry, Order Summary, Order Activity, Returns/Refunds, or Invoices page.

Note:

You can add and edit messages and order notes regardless of whether the order is locked.

In this topic:

• About Default Messages

  • Defining Default Messages

  • Selecting a Default Message to Add to an Order

  • Default Message Examples

For more information:

• Messages Options for step-by-step instructions on the actions you can perform on the Messages page.
• Fields on Messages for a description of the fields on the Messages page.
• Order Line Message for information on working with order line messages.
• Messages Window for information on working with order notes or customer messages in order entry.