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How to tag orders

Use Manage Order Tags on the Orders screen to add tags to many orders at once or one at a time, and Bulk Remove Tags to take a tag off. Filter and report on orders by tag.

Order tags are labels you add to orders, for example "Gift wrap", "Corporate" or "Christmas 2026". Use order tags to group orders so you can find them later with Filters, or see their sales in Detailed Summary > By Order Tag.

Order tags are different from customer tags. An order tag belongs to one order. A customer tag belongs to the customer and applies to all their orders.

How to add a tag to all the orders in the list

  1. Go to Orders.

  2. Filter the list to the orders you want to tag. See "How to find orders using filters".

  3. Click Manage Order Tags. The Order Tags pop-up opens on the Add/Update Tags tab.

  4. In Select or add tags to apply to the listed orders, type the tag. Choose an existing tag from the list, or click Add new tag to create one.

  5. Click Apply to N (filtered) orders. N is the number of orders in your list.

How to add a tag to one order

  1. Go to Orders and click Manage Order Tags.

  2. Under You may update individual tags for the following orders, find the order number.

  3. Click Add Tags beside the order number.

  4. Type the tag. Choose an existing tag, or click Add new tag.

  5. Click Done.

The tag shows under the order number straight away.

How to remove a tag from orders

  1. Go to Orders and click Manage Order Tags.

  2. Click the Bulk Remove Tags tab. The tab lists every order tag in use. Use Filter by tag name to find a tag.

  3. Click Delete All beside the tag.

  4. The Confirm Remove Tag pop-up shows how many orders the tag will be removed from, for example "Remove the tag "Gift wrap" from 1 order?". Check the number, then click OK.

When a tag is no longer on any order, the tag disappears from the Bulk Remove Tags list.

How to find and report on tagged orders

  • To find orders with a tag, click Filters on the Orders screen and use with tags.

  • To see sales for each tag, click the arrow on Detailed Summary and choose By Order Tag. See "How to use the Detailed Summary".

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