Schedule MacroRIS-RM-1032 Shipping Delivery Note

Shipping Delivery Note

Automatically prepend configured text to Linnworks order notes created by Customer_Message, helping teams highlight customer delivery notes during order review, fulfilment, and dispatch.

Customer messages can contain important information that needs to be visible during order handling. If these notes are not clearly marked, warehouse, customer service, or dispatch teams may miss important customer instructions.

The Append Customer Message Note macro helps make customer message notes easier to identify by adding configured text to the beginning of each matching note.

This macro checks selected Linnworks orders, finds order notes created by Customer_Message, and prepends the configured AppendNote value if the note does not already start with that value.

Highlight customer message notes by automatically adding a consistent prefix to matching order notes.

Configure the Macro

Once the app is installed, you need to create a macro configuration so the system knows which macro to run and what text should be added to customer message notes.

This setup can be adjusted anytime based on your operational requirements.

Steps to Configure

Go to Apps > Macro Configuration and click + Add new configuration.

Customer message notes can be important for order handling, especially when customers provide delivery instructions, product requests, or fulfilment-related comments. This macro helps make those notes easier to identify by applying a consistent prefix.

How It Works

The macro checks each selected order, finds notes created by Customer_Message, and prepends the configured text when required.

Step 1

The macro starts execution and writes Macro Start to the log.

Step 2

It loops through each order ID provided in the OrderIds parameter.

Step 3

For each order, the macro retrieves the order details using the Linnworks Orders API.

Step 4

If the order exists, the macro writes the order number to the log.

Step 5

The macro retrieves order notes where CreatedBy equals Customer_Message.

Step 6

If matching notes are found, the macro checks each note to see whether it already starts with the configured AppendNote value.

Step 7

If a note does not already start with AppendNote, the macro prepends the configured value to the note text.

Step 8

The macro saves the updated note list back to the order.

Step 9

The macro logs any errors and writes Macro Finished when execution ends.

Usage of App

This macro is designed to update selected order notes automatically through the Rule Engine. It is useful when customer message notes need to be clearly marked for operational visibility.

OrderIds

Defines the Linnworks order IDs that should be processed. Only these selected orders are checked.

AppendNote

Defines the text that should be added to the beginning of matching customer message notes.

Customer_Message Notes

The macro only updates notes where CreatedBy equals Customer_Message.

Duplicate Prefix Check

The macro checks whether each note already starts with AppendNote before applying the prefix.

Execution Logging

The macro records start, order number, errors, and completion status using the macro logger.

Example Parameter Value

Use a value that clearly identifies the note as a delivery message.

DELIVERY NOTE: 

Example result:

DELIVERY NOTE: Please leave the parcel with reception.

Important: The macro does not automatically add a space between AppendNote and the existing note. Add a trailing space in the parameter value if required.

Key Points to Remember

  • The macro processes only the order IDs provided in OrderIds

  • The macro is intended to run from the Rule Engine

  • The macro only updates notes created by Customer_Message

  • CreatedBy must match Customer_Message

  • The configured AppendNote value is added directly to the start of the note

  • The macro does not add spacing automatically

  • Notes already starting with AppendNote are not updated again

  • The macro logs the order number for each processed order

  • Orders without matching customer message notes are skipped

  • The macro saves the updated notes after processing matching notes

Important: Configure the AppendNote value carefully. If the text changes later, notes using the old prefix may be updated again because they no longer start with the new value.

What You Can Expect

  • Customer message notes are prefixed
    Matching notes created by Customer_Message receive the configured prefix.

  • Existing prefixed notes are skipped
    If the note already starts with the configured AppendNote, it is not changed.

  • Orders without matching notes are not changed
    If no notes created by Customer_Message exist, the macro does not update the order.

  • Execution is logged
    The macro records when it starts, which order number is processed, errors, and when it finishes.

Overall Impact

This macro improves delivery note visibility by marking relevant customer message notes with a consistent prefix. It helps fulfilment, dispatch, and customer service teams identify customer-provided information more quickly during order processing.

What To Do After the Macro Runs

After the macro has completed, review the processed orders if needed to confirm that customer message notes were updated correctly.

Steps to Follow

Step 1

Open Linnworks and locate the orders processed by the rule.

Step 2

Open an affected order and review the order notes.

Step 3

Confirm that notes created by Customer_Message now start with the configured AppendNote value.

Step 4

Confirm that notes already starting with the configured value were not duplicated.

Step 5

Continue with normal order review, picking, packing, or dispatch processing.

Why This Matters

Highlighting delivery or customer message notes helps:

  • Reduce missed customer instructions

  • Improve order review visibility

  • Support fulfilment accuracy

  • Help dispatch teams identify special instructions

  • Keep customer message handling consistent

Best Practices

To get the most value from this macro, use a clear and consistent prefix.

  • Use a clear prefix
    Choose a value such as DELIVERY NOTE:, SHIPPING NOTE:, or CUSTOMER DELIVERY MESSAGE: so the note is easy to identify.

  • Include spacing if needed
    Add a trailing space after the prefix if you want separation between the prefix and the original note.

  • Keep the prefix consistent
    Avoid changing AppendNote often, because the macro checks only whether the note starts with the current configured value.

  • Use targeted rule conditions
    Configure the Rule Engine so the macro runs only when customer message notes are expected.

  • Review sample orders first
    Test the macro on a small number of orders before using it across a wider workflow.

Troubleshooting

No note was updated

Confirm that the order has notes where CreatedBy equals Customer_Message.

Prefix was added without spacing

Add a trailing space to the AppendNote parameter value.

Prefix was added again after changing the value

This can happen if the note starts with an older prefix and no longer starts with the current AppendNote value.

Macro is not visible in the Rule Engine

Confirm that the macro configuration has been created and enabled in Apps > Macro Configuration.

Order was skipped

Confirm that the order exists and contains matching notes created by Customer_Message.

Summary

The Append Customer Message Note macro checks selected Linnworks orders for notes created by Customer_Message. When matching notes are found, it prepends the configured AppendNote value unless the note already starts with that value.

This helps make customer messages or delivery instructions easier to identify during order review, fulfilment, and dispatch.