Automatically add order note for specific customer

[lesliekirk]

Is there any way to add a note to an order for a specific customer? The store needs to include special instructions that would apply to this one customer (perhaps more later down the road). They don't want to go into the admin to add the note manually. It just needs to automatically be inserted whenever the customer places the order to be included in the Printable Invoice.

[Brennan]

One of the actions you can do as part of Order Workflows is add a note to an order. So you could setup a workflow with the condition to check if the order:cust_id EQ X so it only adds it if the customer places an order.

But if the note is the same and they only need it to display on the printable invoice you likely can just hard code the message on that template wrapped in a conditional for the customer id/login.

[lesliekirk]

One of the actions you can do as part of Order Workflows is add a note to an order. So you could setup a workflow with the condition to check if the order:cust_id EQ X so it only adds it if the customer places an order.

But if the note is the same and they only need it to display on the printable invoice you likely can just hard code the message on that template wrapped in a conditional for the customer id/login.

Thanks - it may get complicated. It may wind up being more than one customer and each having their own message that would need to be injected. Could it be pulled from the Notes in the Customer > Notes?

[ids]

You could use a custom customer field, a checkbox, that enables the note on a per customer basis. So using Brennan's suggestion wrap up the note function, the pseudo code on the invoice for example:
If customer is Note-Enabled, then addNote to the order, or to a custom order field.
Then you could render this content where ever needed.

Scott

[lesliekirk]

You could use a custom customer field, a checkbox, that enables the note on a per customer basis. So using Brennan's suggestion wrap up the note function, the pseudo code on the invoice for example:
If customer is Note-Enabled, then addNote to the order, or to a custom order field.
Then you could render this content where ever needed.

Scott

I've created a Custom Customer Field, I added the message for the customer that will need to display with every order the customer makes. How do I get that content to display on the printable invoice? I'm thinking I'm not grasping all the pieces needed to pull this info in. The token list isn't helping me.