Tagging allows you to add or remove labels (tags) from multiple orders or draft orders at once.
Tags help you organize, categorize, and quickly locate orders based on criteria you define.
Note: This guide applies to both orders and draft orders. The tagging process works the same for both.
Why Use Tags?
Tags help you manage orders more efficiently by allowing you to:
- Categorize orders by promotion, season, or priority
- Filter orders quickly using saved views
- Track order status internally
- Organize workflows across teams
- Improve reporting and analysis
- Trigger automation based on tags
When to Use Bulk Tagging
For Orders
Use bulk tagging for orders when you need to:
- Mark orders from a specific promotion
- Identify priority or rush orders
- Flag orders requiring special handling
- Separate wholesale and retail orders
- Assign fulfillment locations
- Mark gift or special-shipping orders
- Identify orders from specific sales channels
For Draft Orders
Use bulk tagging for draft orders when you need to:
- Mark draft orders ready for review
- Identify customer types (wholesale, VIP, etc.)
- Track draft orders awaiting approval
- Categorize draft orders by sales rep or source
- Flag draft orders requiring pricing approval
When to Use Bulk Untagging
Remove tags in bulk when you need to:
- Clear temporary workflow tags
- Remove expired promotion tags
- Fix incorrectly applied tags
- Remove outdated or seasonal labels
- Clean up completed processing tags
Step-by-Step Guide: Adding Tags
1. Select Orders or Draft Orders
Carefully choose the items you want to tag:
- Use filters such as date, status, customer, or product
- Select orders or draft orders manually if needed
- Review your selection before proceeding
2. Choose the Tagging Action
From the batch actions menu:
- Select Add Tags or Tag Orders
- Confirm the number of selected items
3. Configure Tag Options
Enter Tags
- Enter one or more tags (comma-separated)
- Use short, descriptive names
- Tags can include letters, numbers, and spaces
Tagging Mode
Depending on availability, choose one option:
- Add to Existing: Keeps current tags and adds new ones
- Replace All: Removes all existing tags and applies only the new ones
- Add if Not Present: Adds only tags that don’t already exist
4. Review Your Selection
- Verify the number of orders being tagged
- Check tag spelling and formatting
- Confirm the correct tagging mode is selected
5. Process the Batch Job
- Click Apply Tags or Tag Orders
- The system processes the job in the background
- You’ll see confirmation once the job starts
6. Monitor Progress
- Navigate to the Batch Jobs dashboard
- Locate your tagging job
- Review progress and completion status
Step-by-Step Guide: Removing Tags
1. Select Orders
- Filter orders using existing tags
- Select the orders you want to untag
- Review your selection carefully
2. Choose Untag Action
- Select Remove Tags or Untag Orders
- Confirm the number of selected orders
3. Configure Untag Options
- Remove specific tags by entering exact tag names
- Remove all tags from selected orders (if supported)
- Ensure tag names match exactly
4. Review and Process
- Verify which tags will be removed
- Confirm the order count
- Start the batch job and monitor progress
Best Practices
Before Tagging
- Plan a consistent tag naming system
- Review existing tags to avoid duplicates
- Test on a small batch first
After Tagging
- Verify tags appear on orders
- Create saved filters using tags
- Document new tags for your team
- Schedule regular tag cleanup
Troubleshooting
Tags Not Appearing
- Confirm the batch job completed successfully
- Refresh your order view
- Verify permissions
Wrong Orders Tagged
- Use bulk untagging to remove incorrect tags
- Review filters before reapplying tags
Next Steps
- Create saved views using your tags
- Use tags for future batch operations
- Review tag usage regularly