How do I add a note for my drivers?

Are you looking to attach a note to an order for your driver to see?

Click either link below for further details specific to the EasyRoutes product you're using:

• EasyRoutes for Shopify
• EasyRoutes for Web

EasyRoutes for Shopify

Option 1: Use order notes

1. In your Shopify admin, access the Orders menu item from the navigation sidebar.
2. Click the number of any order to access its details.
3. In the Notes panel (highlighted below) click the pencil icon to edit the Notes field and input any applicable information for your driver:

4. In your EasyRoutes Settings > Routes tab, ensure that the checkbox for Order notes (highlighted below) within the Route display options panel:

Option 2: Add a note in your stop for your driver

To do so, you must be viewing the route you wish to edit. Click on the "Actions" button (three dots icon) for the stop you wish to add a note to, and select Edit stop:

Enter your custom note into the "Stop note" field found in the "Additional options" panel within the right-hand side column:

Once you have input the stop note, click the "Update" button to save it to the stop. Click the "Save" button to complete your route update.

This information will be shown on the order in Driver App for your driver to see either under Order note, or Stop note.

Pro Tip: You can add stop notes to multiple stops in a route at once using bulk actions:

If you're storing useful order information as an attribute on any Shopify orders, these can also be automatically added to EasyRoutes' stop notes for the same order by configuring a parse value as stop note order automation rule - for full details, see this support article.

Are you looking to have your driver add their comments or notes? Your driver can also attach their own notes by using the Proof of Delivery feature.

Option 3: Use customer notes

This option can be useful for recurring orders from specific customers (e.g., delivery instructions, building entry codes):

1. In your Shopify admin, access the Customers menu item from the navigation sidebar.
2. Click the name of any customer to access their existing profile.
3. In the Notes panel (highlighted below) click the pencil icon to edit the Notes field and input any applicable information for your driver:

4. Ensure that the Customer note checkbox is enabled in your EasyRoutes Settings > Routes tab, within the Additional customer information panel:

5. From any Route page, hover over the note icon (shown below) to view any customer notes:

These notes will be displayed alongside any other applicable order or stop notes when drivers view applicable stops in the mobile app:

EasyRoutes for Web

you must be viewing the route you wish to edit. Click on the "Actions" button (three dots icon) for the stop you wish to add a note to, and select Edit stop:

Enter your custom note into the "Stop note" field found in the "Additional options" panel within the right-hand side column:

Once you have input the stop note, click the "Update" button to save it to the stop. Click the "Save" button to complete your route update.

This information will be shown on the order in Driver App for your driver to see either under Stop note.

Pro Tip: You can add stop notes to multiple stops in a route at once using bulk actions:

Are you looking to have your driver add their comments or notes? Your driver can also attach their own notes by using the Proof of Delivery feature.