Skip to main content

How to Add Comments/Reminders for Specific Customers (Supplier-Only)

Written by Support team

1) Open Manage Company from the Claimlane Inbox

  1. Go to your Claimlane Inbox.

  2. Click Manage company.

2) Find the retailer and open Edit

  1. In Retailers, locate your list of retailers.

  2. Use the search to find the retailer you want.

  3. Click Edit on that retailer.

3) Write your reminder in the Comment field

  1. Find the Comment field.

  2. Write the comment or reminder you want your team to see on tickets.

    • Example: “Always with the next delivery. Write NO VALUE on the bottom order line. Set the ticket number in External reference — e.g., “Ticket 100298””

  3. Remember to click the green check to Save your changes.

Visibility (Important)

These notes are internal for the supplier only. The customer/retailer will not see them.

Did this answer your question?