Export Items should include Note to Seller

bigtwig — Wed, 13 Jul 2022 11:39:40 GMT

Hi,

I've added the option 'Add Note to Seller' in my checkout on my E-Commerce Website. The "note" does not come across when I export Item Sales.

I also cannot search for the note in the Orders I receive via email because nothing on that receipt appears to be searchable, like the receipt is an embedded PDF.

Please let me know how I can find any notes that may have been added.

Thanks!

Re: Export Items should include Note to Seller

TheRealChipA — Wed, 13 Jul 2022 20:29:46 GMT

@bigtwig First, I have to admit that finding the answer to this was a lot harder and more frustrating that I think it should have been. Regardless, I found the answer. You are right — there is no “note to seller” field in the usual Transactions, etc, CSV files. And, while you are right that the note is not on the email we get from Square when an order is placed, it IS on the customer’s email. Very odd oversight there, IMO.

The ONLY place you can find this is in a report from your Online Store. To do this, start at your Square dashboard. Then:

Select Online
Go to Orders
Click Export Orders button at the top
Specify date range, type of report and file type (probably CSV so that you can mess with it in a spreadsheet app).
Then click Export

You will receive an email shortly with a link to your CSV. Keep in mind that this is a complicated file. It has a header line for the order information, and then one line below that for each item in the order. However, scroll all the way to the right and you’ll see a column labeled “Order Notes.” This will contain notes to seller. I confirmed this by creating a test order on my online ordering website.

Definitely, I would submit a feature request to have this column added to the regular Transactions CSV in the future, as well as to the email we get. Do that here — https://www.sellercommunity.com/t5/Feature-Requests/ct-p/Beta-Feature-Requests

If it helps, I saw that the note I added to my test order was:

On the printed kitchen check (KDS, too),
On the POS detail when the order was received

Since I don’t think you are a restaurant, that probably doesn’t help much. However, it is also displayed if you go to Online -> Orders and touch on the order to display order details.

Lastly, I have a spreadsheet that will take the CSV I mentioned above and “compress” it by adding the order details to each item for the order. It works, even if it is clunky. LOL

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Export Items should include Note to Seller

Re: Export Items should include Note to Seller