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Use Order Tags to Organize and Filter Orders

Learn how to add order tags manually or in bulk, create new tags or tag groups, show tags on the Orders page, view tags on individual orders, and filter orders by specific tags.

Updated over a month ago

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.

    Order menu showing the Apply / Remove Tag option in the More dropdown

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.

    Orders page toolbar with Apply/Remove Tag selected for multiple orders

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.

    Tag panel with an existing tag ready to be selected

To create a new Tag: Click Create New.

  • Enter a Tag name.

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

    Create New Tag panel with fields for tag name and tag group

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

Order page showing an applied tag displayed 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.

    Show Columns menu with the Tags column checkbox selected

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.

Open order showing associated order tags listed across the top

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.

    Orders page with the Filters funnel icon highlighted

  2. Check the boxes for the specific Tags you wish to filter for.

  3. Click “Apply.”

    Orders filter panel with tag filters selected and ready to apply

Related Articles

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

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Tag a Presentation to Track Order Sources
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