How to use Order tags to mark orders within ShipStation including best practices, how to automate order tags, and manage order tags.
Order Tags are color-coded labels you can use to mark orders, making it easier to identify some pieces of information about it.
Examples of tags you might use include:
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High Priority
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Fragile
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Backorder
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Requires Insurance
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Fraud Risk
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.
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Identify orders that contain tagged products or customers. Tags can indicate special situations to your shipping crew to help ensure no special instructions are overlooked.
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View orders with tags by adding the Tags column in your Orders grid.
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Sort your orders by tag. Click the Tags column header to change the sorting order.
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Filter orders by tag to view only orders containing specific tags or orders excluding specified tags.
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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, go to the Orders tab:
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Select any order in the Orders grid.
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Click the Tag action menu and select Manage Tags from the drop-down menu.
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Click Add Tag to create a new tag or click Edit to update a tag's name or color.
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Enter a name in the text field to describe the tag.
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Click the colored box in the Color column and select a color from the menu.
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Click Add Tags to save a new tag or Done to finish editing a tag.
You can add tags to orders either manually or automatically.
There are two ways to manually add tags to your orders: in the Order Details and in the Orders Grid.
Use this method to apply tags to multiple orders at once.
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Select the order(s) you wish to apply tags to.
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Click the Tag action menu.
A drop-down menu will appear with all of your available tags.
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Click the checkboxes for any tags you want applied to the order(s), or uncheck the box to remove them.
ShipStation will add the tag(s) to the selected order(s) right away. Tags that have been applied to orders will also appear in the Orders grid under the Tags column. You can then sort or filter your orders by tags.
Tags apply to the shipments contained within your orders in ShipStation. If you split orders into multiple shipments, each shipment can contain a unique set of tags within the same order. Currently, split shipments do not inherit the tags from the original shipment.
There are three ways you can set ShipStation to automatically add tags to orders: Tag products, tag customers, or use automation rules.
If an order contains a product you've tagged in ShipStation, the product's tag will apply to the order.
ShipStation will then add the product's tag to orders containing that product when they import into ShipStation.
If an order is from a customer you've tagged in ShipStation, the customer's tag will apply to the order.
ShipStation will then add the customer's tag to orders from that customer when they import into ShipStation.
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.
Need More Information on Automation Rules?
Review the Automation Rules for a more in-depth discussion of how automation rules work in ShipStation.
Remove Tags from Product and Customer Records
To remove tags from products or customers, use the Tag menu in the corresponding tab and deselect the tag from the list. Removing tag(s) from products or customers will have no effect on existing orders, but it will prevent future orders from being tagged.
If you are using ShipStation's Legacy Layout, this section will explain how to use Order Tags.
Examples of tags you might use include:
-
High Priority
-
Fragile
-
Backorder
-
Requires Insurance
-
Fraud Risk
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.
-
Identify orders that contain tagged products or customers. Tags can indicate special situations to your shipping crew to help ensure no special instructions are overlooked.
-
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 or orders excluding specified 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 any order in the Orders 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 tag's name or color.
-
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.
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Click Save to save your new tag or any changes you've made.
You can add tags to orders either manually or automatically.
There are two ways to manually add tags to your orders:
In the Order Details
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.
A drop-down menu will appear with all of your available tags.
-
Click the checkboxes for any tags you want applied to the order(s), or uncheck the box to remove them.
ShipStation will add the tag(s) to the selected order(s) right away. Tags that have been applied to orders will also appear in the Orders grid under the Tags column. 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 three ways you can set ShipStation to automatically add tags to orders: Tag products, tag customers, or use automation rules.
If an order contains a product you've tagged in ShipStation, the product's tag will apply to the order.
ShipStation will then add the product's tag to orders containing that product when they import into ShipStation.
If an order is from a customer you've tagged in ShipStation, the customer's tag will apply to the order.
ShipStation will then add the customer's tag to orders from that customer when they import into ShipStation.
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.
Need More Information on Automation Rules?
Review the Automation Rules for a more in-depth discussion of how automation rules work in ShipStation.
Remove Tags from Product and Customer Records
To remove tags from products or customers, use the Tag menu in the corresponding tab and deselect the tag from the list. Removing tag(s) from products or customers will have no effect on existing orders, but it will prevent future orders from being tagged.