How to Tag Shipments

Tags are an excellent way to organize and automate specific orders and shipments. Any tags associated with an order on Shopify will automatically sync to Easyship. This article explains everything you can do with tags on Easyship.

Tag Shipments Manually

1. Navigate to Create Shipments > Advanced and edit the order information.

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2. Click the box under Tags, type in a keyword or phrase, and then click Enter.

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When making any changes to an order profile, be sure to click Save. 

Tagging With Shopify

Tags applied to orders on Shopify will sync to Easyship and are searchable. You can also exclude specific tags from syncing in Store Settings. To exclude syncing by tag:

1. Go to Connect > Your Store.

2. Under Sync Settings, select Exclude orders by tag. Choose an existing tag or create a new one, then click Save.

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Tagging and Batching Shipments

Besides tagging individual shipments, you can batch shipments to group and track multiple orders. Batching simplifies managing orders fulfilled on the same day, helping you monitor deliveries as a group.

Filter for Tags

You can filter shipments by tag in Create Shipments > Advanced or Manage Shipments. Use the Filters feature next to the search bar.

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Creating Shipping Rules With Tags

Automate your workflow using tags in Settings > Shipping Rules. Add a new rule with the condition Order tag. Select or create a tag, then click Save.

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For example, you can set the action to Use courier with tracking: Regular to Excellent. After configuring, click Save and Create.

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For more details on shipping rules, visit the article: Automate Shipping Process: Shipping Rules.

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