Order Notifications - Order Note Added / OrderNoteAdded

Introduction

This article guides users in understanding how Order note notifications work within the Platform. When a note is added to any Order, the system automatically generates notifications to configured recipients, enabling them to follow up on the information or action requested in the note. The notification system ensures proper communication and tracking of Order updates across all stakeholders.

In this article:

• Understanding Order note notifications
• Notification recipients and configuration
• Platform notification settings
• Webhook

In the Order note section, when a note is added to any Order, the Platform generates a notification to the configured recipients, allowing them to follow up on the information or action requested in the note.

Understanding Order note notifications

The Platform automatically triggers notifications when notes are added to Orders. This ensures that relevant stakeholders are informed about important updates, comments, or action items related to specific Orders.

The notification trigger is activated when a note is added to any Order in the system. This functionality helps maintain transparency and enables effective communication between different user roles within the Platform.

Notification recipients and configuration

The system sends notifications to specific recipients based on their roles and relationship to the Order:

Primary recipient:

• Customer Primary: The main point of contact for the Customer organization

Optional recipients:

• Cc (optional): Seller Primary - The main contact for the Seller organization
• Bcc (optional): Additional recipients as configured

The notification includes essential Order details to provide context:

• Customer information
• Order number identification
• Current Order status
• Order creation date and timestamp
• Order creator information
• Direct link to view the complete Order details

Platform notification settings

Notification recipients can be customized and managed through the Platform settings. Users with appropriate permissions can modify the recipient list to ensure notifications reach the right stakeholders for each Order type or Customer Segment. Learn more here: Notification Settings

The settings page allows administrators to configure:

• Primary notification recipients
• Secondary (Cc) recipients
• Blind copy (Bcc) recipients
• Notification preferences by Order type

Webhook

See the webhook body with fields description here: Webhook documentation.

Summary

The Order note notification system ensures effective communication when notes are added to Orders. The Platform automatically sends notifications to configured recipients, including Customer Primary contacts and optional Seller Primary contacts. Recipients can be managed through the Platform settings page, and notifications include comprehensive Order details with direct access links for immediate follow-up actions.

Related content

• Notification Settings