Tags are custom markers that you define yourself, and which can be put to use for a variety of purposes. Using tags, you can identify, filter, and manage transactions in a way that aligns with your unique business processes.
The use of tags follows this general outline:
You may create tags for the following transaction types:
You may also create tags for the following list items:
Manage all your tags centrally in the settings menu. Alternatively, you may shortcut this process by accessing manage tags while applying a tag within a transaction.
Administrator permissions are required to create, edit, or delete tags.
To create a new tag, follow these steps:
To edit an existing tag, follow these steps:
Changes to the tag name and color will be reflected in existing transactions bearing this tag.
To delete a tag, follow these steps:
Deleting a tag will remove it from existing transactions. This action is irreversible.
For every transaction type, you can assign the tags that were defined for that particular transaction type. For instance, on an order you may apply order tags, and on a return you may apply return tags.
To manage tags on a transaction, follow these steps:
To filter for transactions with a specific tag, select Tagged in the filter options, and enter one or more tags. To filter for transactions without a specific tag, select Tagged in the filter options, and adjust the slider to Is Not.
To include tags in transaction exports, add the Tags field in the custom export. For transactions with multiple tags, all tags are exported to one field and separated by the pipe (|) character.
Add or remove tags for multiple transactions in bulk. Use one of two approaches:
Throughout this article, we use order tags as an example when discussing transaction tags. However, the same principles apply to all transaction and list types. If you intend to tag returns, simply replace Orders with Returns in the instructions and explanations provided.
Upload a CSV file with transaction identifiers, such as order ID or order number. You may include in the file the tags you wish to manage. Alternatively, you may choose to include in the file only the transaction identifiers, and leave out the tags. You will make the tag selections during the upload process.
To use a file upload, follow these steps:
There are two ways to update multiple tags on the same transaction:
To replace tags using a file upload, include in the file only the transaction identifiers, and leave out the tags. Upload the file twice. The first time select the tags to remove and the second time select the tags to add.
To manage tags in bulk by selecting the transactions on the page, follow these steps:
Choose one of three actions: