Viewing and adding notes

You can view and add notes on both confirmed and draft orders.

Procedure

1. Log in to Sterling Store Engagement. The Home page opens.
2. Search for the order by performing the following steps:
   1. Click the Search button on the menu bar. The search bar opens.
   2. Scan the order receipt or enter the order number in the search field. Alternatively, perform an advanced search to narrow your search results. If the results are too many, you may use the Filter to further refine your search results.
      • If the search results in a single confirmed order, the Order Summary screen is displayed. If it is a draft order, the View Cart screen is displayed.
      • If the search results in multiple orders, select the required order, and then click View Products. The Order Summary or View Cart screen is displayed based on the status of the order.
3. Click Add Notes. The Notes pop-up window opens. You can see the number of notes and notes logged automatically or entered manually.
4. In the Add Note box, enter an appropriate note and select Mark important, if you want to flag the note as important.
5. Click Add. The order is updated with the notes. You may click Close to close the window.