Tags

Overview

• Use tags to add custom labels to your orders, making it easier to identify important details about different orders at a glance in the orders grid.
• Tags help you streamline your fulfilment process by easily communicating instructions to your fulfilment team.
  

Table of Contents

• Supported functionality 
• Use cases
• Setting up tags

Supported functionality 

We’ve packed in a lot of functionality with tags. You can: 

• Maintain a list of regularly used tags
• View and add tags in order details page 
• Automate adding tags using the rules engine

Use cases

Some common use cases for tags are: 

• Preorder tags: Tag all your orders that are a preorder so that they aren't accidentally dispatched by your team
• VIP: Tag orders that are over a certain value threshold so that you can treat them as a VIP order. 
• Dispatch Dates: Tag orders with a date that you want the order to be dispatched if the time the order is dispatched is important to your delivery model. 
• Can't fulfil: If you are shipping from multiple locations, tag an order when you can't fulfil it and send it to another account
• Fraud: If you have some locations or order values that you would like to double check, add a tag to these orders so you can see them quickly. 
• Sale: If you had a promotion or sale, you may want to tag all orders from that sale so you can distinguish them from your other orders. 
• Local: Tag orders that are close to your warehouse, you may want to send them with a local courier or deliver them yourself!

Setting up tags

There are many different ways you can use tags with eShip.

Tag List

Have tags you use all the time? Configure them ahead of time so your team has a predefined list to select from. You can find this by navigating to Settings > Tags.
On this page, you will be able to add, delete and edit tags that are saved in your account.

Assign tags

You can assign tags to orders as and when you need them.

When you open the order, below the Items section, you will see a section for tags where you can add or remove any tags.

Automate

You can also automate the addition of tags using our rules engine. Look for the new rule action Assign Tags. For more information on rules, see our guide here.