Order Tags

Overview

Order Tags provide an essential way to manage and filter your Orders, helping you stay organized. You can apply a tag directly to an Order or set up Presentation Tags to automatically transfer over as Order Tags. This is useful when you need to group orders by status, buyer type, season, or any other custom criteria.

How-to

1. Tag an Order Manually

Here's how to apply a tag to a single order:

1. Open the specific Order.
2. Click "More" in the upper right corner.
3. Select "Apply / Remove Tag" to open the Tag Manager.
4. You can select an existing tag or create a new one.
   
   
   
   

2. Tag Orders in Bulk

To quickly apply a tag to multiple orders, use the bulk action tool:

1. On the Orders page, select one or more Orders by checking the box next to each.
2. Select "Apply/Remove Tag" from the dropdown menu in the toolbar.
   
   
   

3. Choose or Create a Tag

When you click Apply/Remove Tag, the Tag panel will appear.

• To use an existing Tag: Check the box next to the Tag name.
  
  

To create a new Tag: Click Create New.

• Enter a Tag name.
• Choose whether or not to add it to a Tag Group.
  
  

After creating or choosing your tag, click "Apply". The Tag will now appear on the Order.

             

4. Show Order Tags on the Orders Page

By default, the Tags column is hidden. Here is how to show it:

1. On the Orders Page, click the "Show Columns" button.
2. Check the box for Tags.
   
   
   
   

5. View a Tag on an Order

When you open an Order, you will see all associated Order Tags listed along the top of the page.

6. Filter Orders by Order Tag

To find all orders with a specific tag:

1. Click the  Filters (funnel) icon  in the upper right corner of the Orders Page.
   
   
2. Check the boxes for the specific Tags you wish to filter for. 
   
   
3. Click "Apply".
   
   

Related Articles

• See How to Tag a Presentation for more information on how to set up Presentation Tags to automatically carry onto Orders.