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Adding notes to orders

Take advantage of the notes field to make relevant notes for your team or let your customers know something specific via their receipt.

Updated over a year ago

Notes can be added while placing an order and after it has already been created but if it has the status Paid or the sale has been completed, this edition will no longer be possible.

In your Kyte app 📱

Adding a note to the cart

  1. Click the ... in the lower left corner of the cart summary screen

  2. Select Add Note

  3. Enter the information you want to save

  4. Select whether the text will appear on the receipt and click Display this note on receipt

  5. Click Save

Adding a note to saved orders

  1. Select the desired order from the Orders menu

  2. Click on the ... in the lower left corner of the screen

  3. Enter the Edit order option

  4. The Checkout menu screen will appear, click the green button at the bottom of the screen to access the order summary

  5. Click again on the ... in the lower left corner of the screen

  6. Select Add Note

  7. Enter the information you want to save

  8. Select whether the text will appear on the receipt and click Display this note on receipt

  9. Click Save

Editing a remark made in the online catalog

It is also possible to add notes to orders placed from the online catalog, however if they already come with a registered note, you will need to edit it.

  1. Choose the desired order from the Orders menu

  2. Tap the chat icon located on the grayed out line and select Edit note

  3. Enter the information you want to save, you can erase what was written by your customer or add your text below what is already registered

  4. Select whether the text will appear on the receipt and click Display this note on receipt

⚠️ This setting affects everything written in the remark, so consider what your customer wrote and whether this data should appear on the receipt before choosing the option.

On Kyte Web 💻

Adding a note to the cart

  1. When you finish editing your cart summary, click Go to checkout

  2. On the next screen, enter the information you want to save in the Note tab

  3. Select whether the text will appear on the receipt and click Display on receipt

  4. Make any other edits you want and click Save Order or Complete Sale

Adding a Note to Saved Orders

  1. Select the desired order from the Orders menu

  2. Click the + sign on the Note tab

  3. The Note screen will appear on the right side of the page, enter the information you want to save

  4. Select whether the text will appear on the receipt and click Display on receipt

  5. Click Save

Editing an observation made in the online catalog

It is also possible to add notes to orders placed from the online catalog, however if they already come with a registered note, you will need to edit it.

  1. Choose the desired order from the Orders menu

  2. In the top-right corner of the Note tab, select Edit

  3. The Note screen will appear on the right side

  4. Enter the information you want to save, you can erase what was written by your customer or add your text below what is already registered

  5. Select whether the text will appear on the receipt and click Display on receipt

⚠️ This setting affects everything written in the remark, so consider what your customer wrote and whether this data should appear on the receipt before choosing the option.

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