Pre-fill order comments for every customer
Set default notes once; they're copied automatically to new orders
Some customers always need the same instructions. Write those notes into the customer record and they appear automatically in the right fields on every new order.
In short
- Add comments to the customer record in the internal, delivery and invoice fields
- New orders pick up that comment in the matching order fields
- Edit or remove the copied comment on an individual order without changing the customer record
- Save time with regular customers who have standard instructions or special requirements
Three fields on the customer record
You can add comments in three separate fields on the customer record: internal remarks, delivery instructions and invoice notes. When you create a new order for that customer, those comments are copied automatically into the matching fields.
No retyping it every time
That way you don't have to type the same delivery gate code, dietary preferences or invoicing reminders into every order. Adjust the comment once in the customer record and every future order already starts with those notes filled in.
Still adjustable, per order
You can still edit or delete the copied comments on individual orders. The customer record holds the default values; every order gets its own copy that you can adjust as needed.
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