Order Tags and Saved Views

Where to find: Left menu → Orders → the view tabs above the table, ⋯ More actions → Tags in the top bar and the Tags column Who it's for: Anyone running the daily order operation (packing, shipping, following up) In short: You attach coloured tags to orders; you name and save the filters you use and return to the same list with one click the next day.

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What is it for?

In a busy store the order list is not one list; everyone has their own "job":

• The warehouse wants to see what ships today,
• Accounting wants payments pending,
• Customer service wants the ones flagged as problematic.

Until now, every visit meant rebuilding the filters from scratch. Two features solve this:

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Part 1 — Order tags

Creating a tag

1. Open the ⋯ More actions menu in the top bar of the Orders list and click Tags.
2. In the Order tags window that opens ("Create, rename or delete your operational tags."), type the tag name and pick a colour.
3. Add it. Next to every tag you see how many orders use it ("on {count} orders").

The palette has 12 ready colours: Slate, Red, Orange, Amber, Lime, Emerald, Teal, Sky, Indigo, Violet, Fuchsia, Rose.

Tagging an order (inline)

The order table has a Tags column. Click the cell and a small selection box opens:

1. Type in the search box ("Search or create a tag").
2. Tick an existing tag; clicking again removes it.
3. If the tag you want does not exist, you can create it right there with the "Create the tag …" option — no need to leave the list.

A row without tags says No tags. An order can carry at most 20 tags.

Filtering by tag

Open the Filters panel in the top bar, expand the Tags section and select one or more tags to narrow the list.

Bulk tagging

1. Select orders with the checkboxes on the left of the rows (at most 200).
2. Open the Bulk Actions menu in the selection bar that appears at the bottom of the screen and press Tag.
3. In the Bulk tagging window, choose the tags and the action:

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Part 2 — Saved views

What is a view?

There are tabs above the table. At the start there is a single tab: All. When you set up filters and save that setup under a name, a new tab appears next to it.

A view stores: the active filters, the search text, the sorting, the visible columns and the page size.

Saving a view

1. Narrow the list the way you want (e.g. Status = Confirmed, Payment status = Paid, Tag = Ready to ship).
2. Press Save view next to the tabs.
3. Give it a name ("e.g. Ready to ship") and save.

The window states what will be saved: "Your current filters, search and sorting will be saved under this name."

View actions

While on a view tab, from the View actions menu:

Views are personal

Sharing a link

When you change filters, the link in the address bar updates too (e.g. ?status=PENDING&tags=3&sort=createdAt:desc). If you send this link to a colleague it opens the same filtered list.

Note: The link carries filters, search, sorting and the selected view; column visibility and page size are not carried — those belong to the view itself.

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Step by step: setting up a "Ready to ship" tab

1. Orders → ⋯ More actions → Tags → create the Ready to ship tag (colour: Emerald).
2. Select the prepared orders → in the bottom selection bar Bulk Actions → Tag → Ready to ship → Add.
3. In the Filters panel set Tags to Ready to ship, and set the top-bar Status filter to Preparing.
4. Save view → name: Ready to ship.
5. Choose Set as default from the menu; the Orders page now opens directly with this list.

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Frequently asked questions

Is a tag the same as a status? No. The Status is the order's official flow (Pending, Shipped…) and the system manages it. A tag is your own operational marker; you attach and remove it as you like.

My colleague cannot see the view I saved. That is correct; views are personal. Use tags for a shared classification, or share the link of the filtered list.

Is the "Risky" tab connected to the risk score? Not today — you can create a tag named Risky and save a view based on it. The automatic risk score is a separate feature (see Order Risk Score and Blacklist).

If I delete a tag, are the orders deleted? No. Only the tag is removed; the orders stay as they are.

How many orders can I select for bulk tagging? At most 200 at a time.

Can I drag the tabs to reorder them? There is no dragging; you reorder with Move left / Move right in the view menu.