POS & Selling
Item notes and order notes
Put preparation instructions on the correct item and use order notes for information that applies to the whole order.
Overview
- Item Notes belong to one cart line and should be used for preparation instructions specific to that item.
- Order Notes apply to the order as a whole and are better for general handoff/preparation context.
- Notes stay attached to the order and can appear in KDS where applicable.
When to use this
- Use an Item Note for instructions such as 'cut in half' on one sandwich.
- Use an Order Note for something that affects the entire order or handoff.
Step-by-step
- For an item-specific instruction, edit the cart item and enter its note.
- For a whole-order instruction, open Notes from the order controls and enter the order note.
- Keep notes short and operationally useful.
- Review them before Hold or Pay so the saved order carries the intended instructions.
Common mistakes
- Do not write structured choices as notes when a Modifier exists; modifiers are easier for pricing, reporting, and kitchen consistency.
- Do not put an instruction for one item into the Order Note if the kitchen could apply it to the wrong item.
- Do not use notes for internal commentary that should not travel with the operational order.
Troubleshooting
- If a kitchen instruction is not obvious, confirm it was placed on the correct item and check KDS note display.
- If notes disappear after resuming an order, report it as an order-state issue because persisted item/order notes should reload with the order.