⚙️ How to Enable Custom Notes for Orders

The Order Custom Notes feature allows your customers to include additional details or special instructions when placing an order. Whether they want to specify delivery preferences, packaging requirements, or custom product details, this feature ensures clear communication between you and your buyers — making every order more personalized and accurate.

This is especially useful for B2B and wholesale stores, where orders often come with specific demands such as custom labeling, bulk delivery notes, or internal reference numbers.

🔹 Step 1: Access the Setting

1. From your Shopify admin, go to Apps → B2B/Wholesale Solution.

2. In the left sidebar, select Order Management → Orders Custom Fields.

---

🔹 Step 2: Enable Custom Notes

1. Toggle the Enable Custom Notes option to activate the feature.

2. Once enabled, a note field will appear on your storefront’s Cart or Checkout page (depending on your configuration).

---

🔹 Step 3: Customize the Note Field (Optional)

1. You can rename the field label to fit your store’s communication tone — for example:

   • “Add delivery instructions”

   • “Enter your internal PO number”

   • “Leave a message for our team”

2. Adjust the note field’s placeholder text to guide customers on what type of information to enter.

---

🔹 Step 4: Review Notes in Shopify Admin

Once a customer adds a note and places the order, you can easily find the information:

• In the Order details page under the Notes section.

• Or directly in the B2B/Wholesale Solution app under the relevant order.

---

💡 Example

If your customers often request special packaging or delivery timing, they can now simply write those details when placing an order — e.g., “Please deliver between 9 AM – 11 AM,” or “Pack in separate boxes by product type.”

This eliminates back-and-forth communication after checkout and ensures every order is handled exactly as your customer expects.

---

✨ Benefits

• 💬 Better Communication: Capture customer preferences directly during checkout.

• 🧾 Customizable Field: Adapt the note label to fit your business process.

• 🚚 Smoother Fulfillment: Ensure your team has all the necessary details to prepare orders correctly.

• 🤝 Enhanced Customer Experience: Show professionalism by letting customers share their specific needs easily.

---

With Custom Notes, your customers feel heard and supported — while your team gets the clarity it needs to deliver the perfect order every time.

If you have any trouble with the feature, feel free to reach out to us at [email protected] or Live Chat.