Order Tagging¶

Organize your orders by adding a Tag to them to quickly assign them to each dispatcher.

Tagging¶

The concept of tagging is very simple, add a custom Tag to each order so that you can quickly organize your workflow.

Adding default tags to Customers¶

Adding a default tag to a customer will automatically add this tag to any new order created for this customer. This can be accomplished with the following steps:

From the left menu, select Customers
Find your Customer by name
Click on the Edit customer button
On the Customer Edit form, select a Tag from the Default Tag dropdown
Click on Save Changes

Changing or removing a tag¶

The tag can be changed or removed from the Order at any time using the following steps

From the Orders listing, click on the Action Button
Select Quick Edit
Under the Container Information section, change or remove the Tag / Group value

Filtering orders by Tag name¶

Filtering by Tag is available on the Orders and Dispatch pages
On the Dispatch page, simply click on the Tag name to only see the associated orders
The filter includes all the available Tags as well as untagged orders filter