How to Enable Custom Notes for Orders

The Order Custom Notes feature allows your customers to include additional details or special instructions when placing an order. Whether they want to specify delivery preferences, packaging requirements, or custom product details, this feature ensures clear communication between you and your buyers, making every order more personalized and accurate.

This is especially useful for B2B and wholesale stores, where orders often come with specific demands such as custom labeling, bulk delivery notes, or internal reference numbers.

Plan and availability

Orders Custom Fields needs the Advanced plan or above. On stores running the newest storefront version (v4), the module card is not shown in the dashboard yet.

Step 1: Access the Setting

1. From your Shopify admin, go to Apps → BSS B2B Solution.
2. Go to B2B orders & discounts > Orders Custom Fields.

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Step 2: Enable the Module & Install the App Block

1. Toggle Orders Custom Fields on. This makes the app block available to your theme.
2. On the same page, open app block setup: pick your theme and click Check compatibility. The app opens the Shopify Theme Editor with the custom-fields block pre-targeted at your cart section.
3. If your theme does not support app blocks, the Manual Installation card gives you ready-to-copy Liquid snippets: one per field type, to paste into your cart template (cart-template, cart-drawer, or ajax-cart-template).

Caution

The fields themselves are configured in the Shopify Theme Editor, not in the app. The app page only handles enabling the module and installing the block: there is no field builder in the admin.

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Step 3: Configure the Field in the Theme Editor

Add the block to your cart section, then set:

Setting	Default	What it does
Field Type	Text field	Choose one of Text field, Radio button, Checkbox, or Dropdown list.
Title	“Add a note to your order”	The label shown above the field.
Options	option 1, option 2, option 3	Comma-separated choices, used by the radio, checkbox and dropdown types.
Title Color	#000	Label text color.
label	bss-cart-note	The CSS class applied to the field: this also becomes the key stored on the order, so give it a meaningful name such as po-number.

Need more than one field? Add multiple blocks, each with its own type and label.

Note

Fields are optional. There is no required-field validation: if a shopper leaves a field empty, it is simply omitted from the order. Blank and whitespace-only entries are dropped entirely, so you will not see empty rows on the order.

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Step 4: Review the Data in Shopify Admin

Once a customer fills a field and places the order, the values are attached to the order as order attributes: one per field, keyed by the label you set in the Theme Editor.

• Find them in Shopify admin on the order’s Additional details section.
• They are also available to third-party apps and order printers.
• When a customer fills in a field, the order goes through the app’s checkout, the same one used for B2B prices, so the values can be attached.

Note

Custom fields and the cart note are two different things. Your BSS custom fields land in order attributes. Shopify’s own cart note, if your theme has one, lands in the order note, which is also where Tax Exempt and Registration Form write their own note blocks.

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Example

If your customers often request special packaging or delivery timing, they can now simply write those details when placing an order, e.g., “Please deliver between 9 AM – 11 AM,” or “Pack in separate boxes by product type.”

This eliminates back-and-forth communication after checkout and ensures every order is handled exactly as your customer expects.

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Benefits

• 💬 Better Communication: Capture customer preferences directly during checkout.
• 🧾 Customizable Field: Adapt the note label to fit your business process.
• 🚚 Smoother Fulfillment: Ensure your team has all the necessary details to prepare orders correctly.
• 🤝 Enhanced Customer Experience: Show professionalism by letting customers share their specific needs easily.

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With Custom Notes, your customers feel heard and supported, while your team gets the clarity it needs to deliver the perfect order every time.

Note

If you need further assistance, please feel free to reach us at [email protected] or Live Chat.