Delivery Notes

Notes can be added at the time a delivery is created, or attached to a delivery at a later date. Notes are traditionally used to communicate a small piece of information pertinent to the successful delivery of the order, including information related to the inventory, delivery location, scheduling instructions, etc.

Add a note when creating a delivery

To add a note when creating a delivery, begin by pulling up the New Delivery or Request Delivery form. Next, complete all of the necessary information, including adding the text copy for your note within the Notes section.

Add a note after a delivery has already been created

To add a note after a delivery has already been created, begin within the Shipping & Delivery Management Block and then choose the Delivery Tracking Block. By selecting Search Delivery, you will be able to find the delivery in question by inputting the invoice number or tracking number.

Once you have found the order you're looking for, select the Details button. Here, you will be brought to the delivery details page where you can add a new note to the delivery in the Notes section.

Delivery Comments

Comments can be added after a delivery has been created in the system. Comments are traditionally used to communicate back and forth with the user(s) who created the original order, so that they can be made aware of any order fulfillment, delivery scheduling, or contact issues that our dispatchers and drivers may be running into with regard to your order.

Add a comment to a delivery

To add a comment to a delivery, begin within the Shipping & Delivery Management Block and then choose the Delivery Tracking Block. By selecting Search Delivery, you will be able to find the delivery in question by inputting the invoice number or tracking number.

Once you have found the order you're looking for, select the Details icon. Here, you will be brought to the delivery details page where you can add a new comment to the delivery in the Comments section.

Best Practices for Delivery Notes & Comments

  • Use clear, concise, descriptive language
  • Include the date of when the note was added (date/time stamps are automatically added for comments)
  • Include the initials of the user adding the note (user information is automatically added for comments)
  • Check orders frequently for updates and responses to your notes or comments

If you have any further questions, feel free to reach us anytime by clicking on the help chat in the bottom left of your screen. We’re always happy to help!

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