This feature provides the ability for you to assign custom tags to orders, which is helpful to support deeper order segmenting for certain workflows, as well as enabling you to monitor certain events.
This simple yet powerful tool allows businesses to segment and monitor orders more effectively by applying custom tags within the order manager. While some default tags like Flagged, Exported, and Paid are available to all accounts, custom tags offer unlimited flexibility for various use cases.
Practical examples from Seven Sons, such as tagging orders for issues like cracked eggs or thawed products to track and address recurring problems over time. Another use case involves tagging first wave orders when packing lists are printed ahead of deadlines to manage fulfillment volume during busy periods. The feature proves especially useful as a business scales and teams grow, providing a reliable system for order tracking, issue monitoring, and workflow management.
Steps to Assign Custom Tags:
- To assign tags, you'll first need to navigate to your order index page:
Clickpath = Admin / Orders / select status of choice - Once on the index page, you can assign tags by selecting the group of orders you'd like, and then pressing the 'Mark As' button:
Clickpath = select checkmark beside desired orders / Mark As / select a custom tag of choice