Can I add customer notes to the packing slip or the Order Export?

Highlighted
Excursionist
16 1 5

I have regular customers that have specifications on their orders. I have added a note against the Customer which I can view on the right panel when I view the order from Shopify. However, as we expand and gain more customers, looking at each order to check for notes is a bit inefficient. Is there a way to add the Customer Note to the packing slip? I have already added the Order Notes on the packing slip (which is really handy), but I don't wish to make my regular customers add the same note for every order.

Or is there a way to add Customer Notes to the email notification I get when the order comes in? Otherwise, is there a way to get it exported when I export the Order details? These are the three things I look at (email, packing slip and order export) when I process orders, I very rarely look at the order in Shopify itself.  

Thanks!

0 Likes
Highlighted
Shopify Staff
Shopify Staff
676 63 88

Hey, @gco.

Elias here with Shopify Support. That's a great question!

I understand you're looking for a way to add the order note preferably to the New order email notification or the order exports. You can add the order note to both, the New order notification template or the Packing slip template. To add the order note variable to the New order email template, simply add the note variable - {{ note }} from our Notification variable reference. This template is located under 'Settings > Notifications' and here's a screenshot to help you find this template:

16-47-mez89-x8nv1

I'm aware that you've already added the order note to your packing slips and you prefer to have it on the New order notification or the order exports. However, for others that may be reading this thread and wanting to add this to their packing slip. The packing slip uses the variable, {{ order.note }}, from our Packing slip variable reference. The Packing slip template can be found under 'Settings > Shipping and delivery'. and here's a screenshot of where this template is located: 

16-52-avvtm-ecafv

As for the order exports, the order notes are already included in the CSV when you export the order. They can be found under the Notes and Note attributes columns as indicated on our guide. That being said, if you aren't seeing these two columns, are you using a third-party app or exporting transactions?

 

Elias | Social Care @ Shopify 
 - Was my reply helpful? Click Like to let me know! 
 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog

0 Likes
Highlighted
Excursionist
16 1 5

@Elias thank you for your reply. I believe you are referring to the Order Note which the customer puts on the order. I'm actually after the Customer Note that only the shopowner can update. The one that is attached to the Customer account. 

It actually looks like others have asked the same question:

https://community.shopify.com/c/Shopify-Design/Accessing-Customer-Note-in-Account-liquid-template/td...

Doesn't sound like there's a way to do it. 

0 Likes
Highlighted
Shopify Staff
Shopify Staff
676 63 88

Hey, @gco.

My apologies for the misunderstanding and thank you for clarifying! I've checked the variable references for both templates on this, I'm afraid there isn't a variable for the customer profile notes. However, I understand this is an important feature for you and I'd be happy to share this feedback with our teams. If Shopify moves forward with this feature, you will be able to find it on our changelog or announcements page. 

That being said, you may be able to export the customer notes and orders with a third-party app for the time being. I've handpicked the following apps that may be able to help accomplish this, called EZ Exporter - Data Exporter and Exportify. Looking at the screenshots of both apps, they are able to provide custom exports with customer attributes. Both of them offer a free trial, I'd recommend giving that a try. If you need any assistance with these apps, you can also reach out to the app developers through the contact information found in the Support section of their app's page. 

I hope this provides a solution for you to look into. If you have any other questions on this topic, please don't hesitate to let me know!

 

Elias | Social Care @ Shopify 
 - Was my reply helpful? Click Like to let me know! 
 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog

0 Likes
Highlighted
Excursionist
16 1 5

Thanks @Elias, I thought as much. I will have to figure out some other way for now (the apps you mentioned are out of our price range for the little use we require), maybe I will use tag or something. Thanks for looking into it.

Highlighted
New Member
1 0 0

My client is also looking for this feature. It seems like a basic requirement to have customer notes on a packing slip. Ex. The customer note may remind the person picking/packing to always customize something in a certain way according to the customer's needs. I understand that the customer note is not external facing, but the packing slip is not external so I was hoping it would be possible to pull this data over. (And to clarify, I am also not interested in the order note.. we are looking for the customer note).  

Any progress on this item? I honestly couldn't even see an app that would let me add the info to a packing slip. 

Thank you! Any help would be appreciated. 

0 Likes