How to Add Comments to Orders in EMRG Dashboard
Learn how to add internal comments and notes to orders for better team communication and order fulfillment.
Adding Comments to Orders in EMRG Dashboard
This guide will walk you through the process of adding internal comments to orders in the EMRG dashboard. Comments are useful for team communication and providing specific instructions for order fulfillment.
Step-by-Step Process
1. Access Orders Section
Click "Orders" in the side navigation bar to access the orders management interface.
Orders Navigation
2. Locate the Order
Select or search for the specific order you want to add a comment to.
Order Selection
3. Add Your Comment
Click the "Add a comment..." field and type the internal note that only your team will see. This can be helpful to inform the fulfillment team to bill a certain card on file or ship to a specific address.
Add Comment Field
4. Save the Comment
Click "Add Comment" and it will be saved on that order for your team to reference.
Save Comment
Key Features
- Internal Communication: Comments are only visible to your team members
- Order-Specific Notes: Add context and instructions for each individual order
- Fulfillment Guidance: Provide specific instructions for billing and shipping
- Team Collaboration: Enable better communication between team members
Best Practices
- Be Specific: Include clear, actionable instructions in your comments
- Use Consistent Formatting: Establish a standard format for common comment types
- Include Relevant Details: Mention specific payment methods, addresses, or special requirements
- Keep Comments Concise: Write clear, brief comments that are easy to understand
Common Use Cases
- Payment Instructions: Specify which payment method to use for billing
- Shipping Address: Provide alternative shipping addresses or special delivery instructions
- Product Modifications: Note any changes to standard product configurations
- Customer Preferences: Include customer-specific requirements or preferences
- Fulfillment Notes: Add instructions for packaging or handling requirements
Troubleshooting
- If comments don't appear, ensure you clicked "Add Comment" to save them
- If you can't find an order, try using different search criteria
- If the comment field is not visible, check that you have the correct permissions
- For persistent issues, refresh the page and try again
For additional support with order comments, contact our support team at support@joinemrg.com.