Order notes and attributes
Order notes and attributes are additional information or instructions provided by the customer during the checkout process.
This article will guide you through Order notes and attributes, along with its use case, benefits, and set-up process.
What are Order Notes and Order Attributes?
What are the use cases?
How can this be used?
How can you leverage this feature?
Need help?
Order notes typically refer to any specific instructions or messages that the customer has included with their order. These could include requests for special handling or shipping instructions, additional product customization requests, or any other relevant information that the customer would like the seller to be aware of.
Order attributes, on the other hand, are predefined characteristics that can be associated with an order to help with tracking or inventory management. These could include things like the product color, size, style, shipping method, payment method used, or any other information that the seller may find useful for fulfilling the order.
Note ⇾ Attributes occur in Key - Value pairs
Some common use cases of order notes and attributes are :
Customization requests: Order notes can be used by customers to request specific customizations to products, such as engraving, embroidery, or custom packaging.
Shipping instructions: Order notes can be used by customers to provide special shipping instructions, such as requesting that a package be left at a specific location or delivered on a specific date.
Fraud prevention: Order attributes can be used to flag orders that are suspected of being fraudulent, based on criteria such as unusual shipping addresses or payment methods.
Inventory management: Order attributes can be used to track inventory levels and ensure that the correct products are being shipped to customers.
Reporting and analytics: Order attributes can be used to track key performance indicators (KPIs) such as order volume, revenue, and average order value, which can help sellers identify trends and make data-driven decisions.
Using Loop Admin
Here are the steps to leverage the “Order notes and Attributes” feature.
Step 1: Go to Loop > Subscriptions, and click on the particular subscription.
Step 2: Go to order notes, click on “Edit”, add the note, and save.
Step 3: Go to Additional details, click on “Edit”, “Add the attributes” and save.
Using Customer Portal
Prerequisites:
Go to Loop > Customer portal > Preferences and enable the add/edit order notes setting.
If the prerequisites have been met, follow the steps below-
From the customer portal, scroll down to order notes and click on edit.
Further, add the order note and click on confirm.
Firstly, please head over to the “Loop > Settings > General > Auto-update order notes”.
How to enable notes
If you don’t want to clear any notes, leave both options unchecked.
If you want to clear the notes
In case, you want to clear the order notes, then you have two options to do it.
Clear order notes when the subscription is created
This is useful when the whole note created on the checkout order is not relevant for the recurring order to be placed in the future by Loop.
Clear specific order attributes when the subscription is created
This is useful when some of the attributes/notes created on the checkout order are not relevant for the recurring order to be placed in the future by Loop.
There is no need to worry. We are here to assist you. Please contact us at support@loopwork.co or feel free to reach out to us through the chat by clicking on the support beacon located at the bottom right corner.
Regards,
Loop Subscription Team 🙂
This article will guide you through Order notes and attributes, along with its use case, benefits, and set-up process.
What are Order Notes and Order Attributes?
What are the use cases?
How can this be used?
How can you leverage this feature?
Need help?
What are order notes and attributes?
Order notes typically refer to any specific instructions or messages that the customer has included with their order. These could include requests for special handling or shipping instructions, additional product customization requests, or any other relevant information that the customer would like the seller to be aware of.
Order attributes, on the other hand, are predefined characteristics that can be associated with an order to help with tracking or inventory management. These could include things like the product color, size, style, shipping method, payment method used, or any other information that the seller may find useful for fulfilling the order.
Note ⇾ Attributes occur in Key - Value pairs
What are the use cases?
Some common use cases of order notes and attributes are :
Customization requests: Order notes can be used by customers to request specific customizations to products, such as engraving, embroidery, or custom packaging.
Shipping instructions: Order notes can be used by customers to provide special shipping instructions, such as requesting that a package be left at a specific location or delivered on a specific date.
Fraud prevention: Order attributes can be used to flag orders that are suspected of being fraudulent, based on criteria such as unusual shipping addresses or payment methods.
Inventory management: Order attributes can be used to track inventory levels and ensure that the correct products are being shipped to customers.
Reporting and analytics: Order attributes can be used to track key performance indicators (KPIs) such as order volume, revenue, and average order value, which can help sellers identify trends and make data-driven decisions.
How can this be used?
Using Loop Admin
Here are the steps to leverage the “Order notes and Attributes” feature.
Step 1: Go to Loop > Subscriptions, and click on the particular subscription.
Step 2: Go to order notes, click on “Edit”, add the note, and save.
Step 3: Go to Additional details, click on “Edit”, “Add the attributes” and save.
Using Customer Portal
Prerequisites:
Go to Loop > Customer portal > Preferences and enable the add/edit order notes setting.
If the prerequisites have been met, follow the steps below-
From the customer portal, scroll down to order notes and click on edit.
Further, add the order note and click on confirm.
How to leverage this feature?
Firstly, please head over to the “Loop > Settings > General > Auto-update order notes”.
How to enable notes
If you don’t want to clear any notes, leave both options unchecked.
If you want to clear the notes
In case, you want to clear the order notes, then you have two options to do it.
Clear order notes when the subscription is created
This is useful when the whole note created on the checkout order is not relevant for the recurring order to be placed in the future by Loop.
Clear specific order attributes when the subscription is created
This is useful when some of the attributes/notes created on the checkout order are not relevant for the recurring order to be placed in the future by Loop.
Still Need help?
There is no need to worry. We are here to assist you. Please contact us at support@loopwork.co or feel free to reach out to us through the chat by clicking on the support beacon located at the bottom right corner.
Regards,
Loop Subscription Team 🙂
Updated on: 25/02/2025
Thank you!