Order tags are labels you add to orders to group them by anything that matters to your warehouse, such as a sales channel, a promotion, or special handling like "Fragile." You can filter by tag on the Manage Orders page, use tags to trigger automation rules and Multi-Warehouse Allocation (MWA) rules, send tagged orders to specific pickers or waves, and apply 3PL billing order fees.
Table of Contents
- How to Add Order Tags in ShipHero
- Importing Order Tags from Shopify
- How Order Tags Work with Automation Rules and MWA Rules
- Assigning Pickers to Batches with Order Tags
- Filtering Pages and Reports by Order Tag
- Naming Order Tags Consistently
How to Add Order Tags in ShipHero
You can add order tags when an order is created or at any time afterward. When a tag is added affects whether automation rules and MWA rules use it (see How Order Tags Work with Automation Rules and MWA Rules).
| Method | When the tag is added |
|---|---|
| Manual order | When the order is created on the Create an Order page. |
| CSV Order Upload | When the order is created from the uploaded file. |
| Automation rule | When the rule runs on a new order. |
| Order Details page | After the order already exists, one order at a time. |
| Bulk Edit | After the orders already exist, many orders at once. |
| Shopify import | When the order imports, or when a tag is added in Shopify later. |
Adding Order Tags When You Create a Manual Order
- Go to Orders > Create an Order.
- In the Order Tags section, type a tag and press Enter. Repeat for each tag. Each tag must be at least 3 characters.
- Finish the order and select Save Order.
This works for both customer orders and transfer orders. For the full steps, see How to Create a Manual Order in ShipHero or How to Create a Transfer Order to Move Inventory Between Warehouses.
Adding Order Tags with a CSV Order Upload
The Tags column in the CSV Order Upload template adds order tags to each new order in the file. Separate multiple tags with a comma and a space. For all the Tags column rules, see CSV Order Upload Field Reference.
Adding Order Tags with Automation Rules
- Go to Orders > Automation Rules and select Create New Rule.
- Choose a Trigger for the orders you want to tag (for example, an order total over $100).
- Choose the Set order tag action and enter the tag.
- Select Create.
Automation rules only run on orders that arrive after the rule is created. For more Set order tag examples, see How to Classify and Prioritize Orders with Automation Rules.
Adding Order Tags to an Existing Order
- Open the order's Order Details page.
- In the Order Tags section, type a tag and press Enter. Each tag must be at least 3 characters.
- Select Save Tags.
Tags added here do not rerun automation rules. To have MWA rules use the new tag, reprocess the order (see How Order Tags Work with Automation Rules and MWA Rules).
Adding Order Tags to Multiple Orders with Bulk Edit
- Go to Orders > Manage Orders.
- Select the checkbox for each order you want to tag.
- Select Bulk Edit.
- Under Add/Remove Tags, enter the tag and select Update.
For everything else you can change with Bulk Edit, see How to Bulk Edit Orders on the Manage Orders Page.
Importing Order Tags from Shopify
Tags you add to an order in the Shopify admin sync to ShipHero automatically. Manage these tags in Shopify, not in ShipHero.
- Tag prefix: Tags imported from Shopify always begin with the words "shopify tag". Include that prefix when you use an imported tag in an automation rule trigger.
- Tags added in Shopify later: The Rerun this rule on order tags import setting on each automation rule is turned on by default. When a tag is added in Shopify after the order is already in ShipHero, rules that use that tag as a trigger run again.
How Order Tags Work with Automation Rules and MWA Rules
Whether a rule uses an order tag depends on when the tag is added to the order.
- Tags added at creation: Tags that come in with the order (imported from your store platform, entered on a manual order, or included in a CSV Order Upload) are on the order from the start. Automation rules and MWA rules that use those tags as triggers act on the order right away.
- Tags added by an earlier automation rule: Rules run in list order, so a Set order tag rule must sit above any rule that uses that tag as a trigger. See How to Use Automation Rules in ShipHero.
- Tags added later in ShipHero: Tags added on the Order Details page or with Bulk Edit do not rerun automation rules. MWA rules only use the new tag after you reprocess the order. For reprocessing steps, see How to Set Up Multiple Warehouses in ShipHero.
- Tags added later in Shopify: Automation rules rerun when Rerun this rule on order tags import is turned on (see Importing Order Tags from Shopify).
Assigning Pickers to Batches with Order Tags
The Multi/Single Item Batch Order Tag Filter sends only orders with a specific tag to a picker's Single-Item and Multi-Item Batches. An order must match both the user's tag filter and the user's order status setting to appear in that user's batch. Each user can have only one tag filter at a time. When a wave rule uses an order tag, the picker's tag must match it too (see How to Set up Waves in ShipHero).
- Go to Users & Roles and select the user.
- In App Settings, enter the tag in the Multi/Single Item Batch Order Tag Filter field.
- Select Save.
You can also set this filter by scanning a shtag__[TagName] command barcode (for example, shtag__Priority) from the ShipHero Mobile App Dashboard or the desktop Single Order listing page. See How to Use Command Barcodes.
Filtering Pages and Reports by Order Tag
Order tags let you find a group of orders or shipments quickly. These pages and reports include an order tag filter:
| Page or report | How to filter by order tag |
|---|---|
| Manage Orders page | Use the Tags filter to show only orders with one or more tags. |
| Shipments Report | Use the Order Tags search filter. It accepts a partial, case-insensitive match. |
| Shipped Items Report | Use the Order Tags filter to show shipped items from orders with specific tags. This filter is only in the original version of the report. The new version (V2) has no Order Tags filter. |
| Replenishment Report | Use the Order Tags filter to show replenishment demand from orders with specific tags. |
To see an order's tags, open its Order Details page, export the Shipments Report, or use the new version (V2) of the Shipped Items Report. The Shipments Report CSV export includes order tags. The Shipped Items Report V2 has an Order Tags column, which is included when you export the report. Order tags are not shown as a column on the Manage Orders page, on screen in the Shipments Report, or anywhere in the original Shipped Items Report, including its export. Wholesale orders do not have an order tag filter or column.
Naming Order Tags Consistently
Automation rules that use an equals condition and MWA rules only match an order tag that is spelled exactly the same, with no extra spaces. Some filters are more flexible (for example, the Shipments Report Order Tags filter accepts a partial, case-insensitive match), but consistent names keep every tool working the same way.
- Use the same tag names in Shopify, CSV files, automation rules, and MWA rules.
- Remember the "shopify tag" prefix on tags imported from Shopify.
- Keep each tag at least 3 characters long.