All tags, both Postsale's built-in tags and the ones you create, can be added as a column in the Orders Grid. This makes order details visible at a glance.

Once the columns are added, you can quickly sort orders by those columns just by clicking the column header. Need to see which orders have shipment protection? Sort your orders by your Insured tag.

This screenshot shows three added columns:

• PO Number: (built-in tag)
• Sales Rep: (manually added tag) Displays the order's sales rep ID.
• Insured: (manually added tag) Indicates whether shipment protection is applied to the shipment. The grid is sorted by the Insured column.

Related Help Article

• Personalize Your Orders Grid

Search for Tags

Use Postsale's search functionality to find orders with a Simple Search or a Natural Language Search, or create a Filters Search when you need to drill down on groups of orders that match specific search criteria. Then, save your search as a Filter in the Orders Menu.

Here's an example of an advanced search that shows orders with the manually added Insured tag. This is a great way to quickly locate all orders with shipment protection applied to the shipment.

Save the Search as a Filter

Go a step further and save your search as a Filter. Think of a Filter as a saved Filters Search. Instead of rebuilding the same search each time, you simply click the Filter, and the matching results appear in the Orders Grid. This makes it super quick to locate orders with a specific tag or group of tags.

Related Help Articles

• Search for Orders and Create Filters
• About Filters: Examples and Use Cases
• Manage Filters and Folders

Users on the Expand, Thrive, or Soar plan can use Postsale's Automation features to streamline repetitive, time-sensitive tasks so nothing falls through the cracks. Think of Automation as a built-in assistant working behind the scenes, automatically responding to shipment events, updating workflows, and sending the right communication at the right time.

REAL-WORLD EXAMPLE

We would like Postsale to automatically add our manually added Exception tag to any order whose tracking status changes to Exception, automatically send an email to our customer to inform them of the exception, and show the order in our Shipping Exceptions Filter.

With automations, you can do that.

First, you add an automation that tells Postsale, "When a label's tracking status is changed to Exception, add the tag Exception to the order and send an email to the customer."

If you have a Filter created (see the section above this one) for orders with the Exception tag, the order will appear in the Filter as soon as the automation runs.

The automation looks like this:

This is just one example. You can use triggers to do things like:

• "When a tag is added to an order, do this."
• "When a tag is removed from an order, do this."
• "When this certain thing happens, add a tag to the order."
• "When this certain thing happens, remove a tag from the order."

You can even stack your automations so that they trigger one another, like:

• "When this certain thing happens, add a certain tag to the order."
  • Then, "When a certain tag is added to an order, do this for me."

By getting creative with how you use tags to automate your workflow, you can save a lot of time and make sure tasks don't fall through the cracks.

Related Help Articles

• Introduction to Automation with Examples
• Edit and Manage Automations

The Postsale Dashboard helps you visualize what matters most by giving clear, actionable insights into your shipping and sales activity at a glance. With flexible, customizable widgets, the Dashboard lets you monitor key metrics and trends, so you can focus on what drives your business forward.

You can add and customize widgets on the Dashboard to show you specific tag-related information.

REAL-WORLD EXAMPLE

We would like a quick way to see how many shipped orders still in transit have shipment protection.

By customizing your own widget on the Dashboard, you can do that. Here's the simplified version of how it works:

Create a Filter

First, you create a Filter for the specific orders.

1. Start out on the Orders Grid with All Orders selected.
2. Create an advanced search to find orders that:
   1. Contain the Insured tag. (The Insured tag was manually added to our list of available tags.)
   2. Have an order status of Shipped.
   3. Do not have a label tracking status of Delivered.

3. Save your search as a Filter.
   
   

Add Your Widget to the Dashboard

Then add and customize a widget on the Dashboard to show the number of orders currently in the Filter you just created.

1. Switch to the Dashboard.
2. Choose + Add Widget.
   
   
   
3. Select the Orders widget to add it to the Dashboard.
   
   
   
4. Edit the newly added Orders widget by giving it a name and selecting the Insured Shipments in Transit Filter you just created.
   
   
   
   The widget now displays the total number of shipments in transit with shipment protection.
   
   

This is just one example to get you thinking about how the Dashboard, widgets, and tags can show you key metrics important to your business.

Related Help Articles

• The Postsale Dashboard
• Search for Orders and Create Filters