Order Tags are simply color coded labels that are meaningful to you. Any number of tags can be added to a single order. Some of examples of tags you might create are:
- High Priority
- Fragile Items
- Back Ordered
- Requires Insurance
- Fraud Risk
To see how to create order tags, check out this article!
Adding Tags to Orders
- Tags can be added to an order manually by using the Tag action menu in the orders screen.
- Tags can be added to orders based on the products they contain, or the customer that placed the order. For instance, if Product X is tagged with Fragile and Customer Y is tagged with High Priority, an order containing Product X from Customer Y would contain both tags.
- Tags can be added to orders using Automation Rules. For example, you can create a rule that adds the Requires Insurance tag to any order that is greater than $100 in value and is shipping internationally.
Using Order Tags
- Identify orders that contain tagged products or tagged customers. When you add a tag to either a product or a customer, ShipStation automatically applies that tag to any order containing that product or from that customer.
- View orders with tags by displaying the Tags column in your Orders tab. The Tags column is available in the Orders tab no matter the status of the order.
- Sort your orders by Tags (just click on the Tags column to change the sorting order).
- Filter orders by tag to view only orders containing specific tags.
- Use tags as Automation Rule Criteria. For example, if you tag a product as Fragile because it requires special shipping materials, you can also use that tag as criteria in an automation rule that then sets a specific shipping carrier and custom package type, as well as adjusts the weight of the order to compensate for any special packaging you might use.
Tags are a versatile part of the ShipStation workflow. They can be used in numerous combinations to help you accomplish specific tasks and make your shipping process as efficient as possible!