Account Notes When Creating Orders
When you create an Order directly from an Account page, any notes stored against that account are displayed automatically. This means your team has immediate access to important customer information right at the point of creating the Order, without having to navigate away to find it.
How It Works
Navigate to the customer's Account page from the main menu or search bar
Use the Plus icon to create a new Order
As soon as the Order screen opens, any existing account notes are displayed automatically
The notes shown may include:
Note Type | What it contains |
Internal Description | Staff-only notes not visible on customer documents |
External Description | Notes intended for customer-facing documents |
Transport Description | Delivery or site-specific instructions for the transport team |
Warehouse Description | Handling instructions for the warehouse team |
Why This Matters
Creating an Order from the account is a common shortcut, but it previously meant notes could be missed if a user was not aware they existed. With notes surfaced automatically, the right information is always in front of the right person at the right moment, whether that is a credit note, a site access instruction, or a standing customer preference.
⭐ Notes can also pop up when selecting an account or delivery place during the standard Order creation flow. See our guide on Popup Order Notes for more detail.
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