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Printing internal notes on custom work order tags

Leaving an internal note on a work order is a helpful way to communicate between employees. By default, internal notes are not visible to customers on receipts and only print on work order tags that employees use within your shop. However, if you use a custom print template in the WorkorderReceipt field under Settings Print Templates, you need to modify it to print internal notes on work order tags. This applies if you're using an older version of the custom print template we offer for work orders or if you're using your very own custom print template.

  

To print internal notes on custom work order tags:

 

  1. From the main menu, click Settings Print Templates.

    receiptnotes_printtemplates.png

  2. Optionally, save a copy of your current custom print template in the WorkorderReceipt field by copying and pasting it in a note or a document file. For example, you can use Apple Notes, Windows Notepad, Google Docs or Microsoft Word.

    Screen_Shot_2020-03-10_at_9.25_1.png

    Screen_Shot_2020-03-10_at_9.22.27_AM.png

  3. In the WorkorderReceipt field, search for the following code:

    {% if Workorder.note|strlen > 0 %}
    <div class="notes">
    <h3>Notes:</h3>
    {{ Workorder.note|noteformat|raw }}
    </div>
    {% endif %}

    Screen_Shot_2020-03-24_at_12.40_1.png

  4. Under the above code, copy and paste the following code

    {% if parameters.type == 'shop-tag' %}
      {% if Workorder.internalNote|strlen > 0 %}
        <div class="notes">
         <h3>Internal Notes:</h3>
         {{ Workorder.internalNote|noteformat|raw }}
        </div>
      {% endif %}
    {% endif %}

    Screen_Shot_2020-03-24_at_12.44_1.png

  5. To save your changes, click anywhere outside the WorkorderReceipt field.

 

You should now be able to print internal notes with your custom print template. To test the changes you made to your custom print template, leave an internal note on a test work order. You should see the internal note on the preview of the work order tag by clicking Print Tag. If the internal note successfully appears on the work order tag, you can archive the test work order.

Screen_Shot_2020-03-24_at_12.57_1.png 

Note: Depending on how you've customized your print template, the above steps may or may not work for you. If the above steps don't work and you need to print internal notes on your work order tags, we recommend having a look at the print template we offer for work orders called Default.tpl. We keep it up to date as we release new features, making it a helpful reference if you need to update your own custom print template. If it's possible for your business, however, our optimal recommendation would be to remove the custom print template you're using from the WorkorderReceipt field. This way, your work order tags will automatically stay up to date as we release new features and enhancements.

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