Manually Add Tags to Orders

Learn how to add tags to your orders

In This Article

Before We Begin Manually Add Tags to Orders Remove Tags from Orders Use Caution When Removing Tags

Tags give you a flexible way to organize your orders and keep track of the details that matter to your business.

Once you've added tags to your orders, you can use them to search and filter orders, create automations, add columns to the Orders Grid, create Dashboard widgets, and include tag information in your templates.

Learn more about creating and working with tags in our series of help articles.

Before We Begin

Postsale has several built-in tags you can add to your orders. However, if you haven't already, you may want to create your own tags to organize and keep track of information that is important to you.

Check out our Add and Manage Tags help article for information on the available tag types and how to add your own tags to Postsale.

Manually Add Tags to Orders

You can add as many tags as you need to an order. Here's how:

Search for and select the order you want to add tags to.
Open the order's context menu and click Edit Order to open the Order Editor.
Locate the Tags section.
Click + Add Tag.
Select the tag you want to add from the drop-down menu.
In this case, we added a tag we created to track which sales representative is responsible for the order. You can add your own tags, or use one of Postsale's built-in tags.
Enter the value you want to associate with the tag in the Value field.
Only tags with Has a Value enabled show the Value field.
Click Add Tag.

The tag is added to the order and appears in the Tags section.
Repeat steps 4–7 to add more tags.
Click Save Order to save your changes.

Remove Tags from Orders

Use Caution When Removing Tags

When you remove a tag from an order, any searches, filters, automations, or templates that include the tag will no longer apply to that order.

To remove a tag from an order:

Search for and select the order you want to remove tags from.
Open the order's context menu and click Edit Order to open the Order Editor.
Locate the Tags section.
Click the X associated with the tag you want to remove.

The tag is removed from the order.