Order Tags are color-coded labels you can use to mark orders, making it easier to identify some piece of information about it.
Examples of tags you might use include:
There is no limit to the number of tags you can add to an order.
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.
View orders with tags by adding the Tags column in your Orders grid.
Sort your orders by tag. Click the Tags column header to change the sorting order.
Filter orders by tag to view only orders containing specific tags.
Automation Rule Criteria. Use tags to trigger automation actions.
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 performs a certain action on the order (like setting a shipping service and custom package type, or adjusting the weight of the order to compensate for special packaging material).
To create or edit order tags, select an order from the Order Grid.
Click the Tag action menu and select Manage Tags from the drop-down menu.
Click +Add Tag to create a new tag or click Edit to update a current order tag.
Enter a name in the text field to describe the tag.
Click the colored box in the Color column and select a color from the menu.
Click Save to finish.
Tags can be added to orders either manually or automatically. Review the sections below for details on each option.
There are two ways to manually add tags to your orders:
In the Order Details
Click the Order Number to open the Order Details screen.
Click the Tags drop-down menu in the Order Summary panel.
Select any tags you want applied to the order.
In the Order Grid
Use this method to apply tags to multiple orders at once.
Select the order(s) you wish to apply tags to.
Click the Tag action menu.
Select any tags you want applied to the order(s).
ShipStation will add the tag(s) to the selected order(s) right away. You can then sort or filter your orders by tags.
Tag in Bulk
You can also add tags to multiple orders at once using
Apply Bulk Action under the Other Actions menu. However, this method only applies one tag at a time to the selected orders.
There are 3 ways you can set ShipStation to automatically add tags to orders:
By Tagging Products
If an order contains a product you've tagged in ShipStation, the product's tag will apply to the order.
To tag a product:
Go to the Products tab and select the product(s) you want to tag.
Click the Tag action button.
Select the tag(s) you want applied to the product.
ShipStation will then add the product's tag to orders containing that product when they import into ShipStation.
By Tagging Customers
If an order is from a customer you've tagged in ShipStation, the customer's tag will apply to the order.
To tag a customer:
Go to the Customers tab and select the customer(s) you want to tag.
Click the Tag action button.
Select the tag(s) you want applied to the customer.
ShipStation will then add the customer's tag to orders from that customer when they import into ShipStation.
With Automation Rules
Automation rules can apply tags to orders when they import based on any criteria you set.
Set the rule's action to Add a Tag... and select the tag(s) you'd like the rule to add.
Review the Automation Rules for a more in-depth discussion of how automation rules work in ShipStation.