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Using tags to organise your Shopify orders
Using tags to organise your Shopify orders

Shopify tags are a powerful way to pull orders into Packfleet and are an essential tool if you're using us alongside a nationwide carrier

Updated over a week ago

Shopify lets you tag orders with custom tags as a way to categorise and filter them. Packfleet's Shopify app has support both for filtering orders during the import process based on tags, and for automatically adding tags to orders.

These two features can work together to simplify your operations by only showing you the relevant orders during the Packfleet import process.

There are two ways to work with tags in Packfleet:

  1. Required tags

    These tags must be present on the order for them to be shown in Packfleet

  2. Ignored tags

    These tags must not be present for the order to be shown in Packfleet

Filtering orders shown on the Packfleet shipment import page

  1. Press Settings next to your Shopify store

  2. Scroll down to Filters and tags

  3. Add the tags you need in either Required tags or Ignored tags

Automatically tag orders eligible for Packfleet delilvery

To make it super easy to only pull in eligible orders from Shopify, you can set up Packfleet to auto-tag eligible orders as soon as the order is placed. Eligible generally means that the delivery address is supported by Packfleet.

To do this:

  1. Press Settings next to your Shopify store

  2. Scroll down to Filters and tags

  3. Check the Add tags automatically option to enable tag automation

  4. Add the tags you need (in most cases, these will match the "Required" and "Ignored" tags discussed above.

All future orders will now have these tags automatically added to them. To turn off automated tagging, simply un-toggle this option. You'll be shown a confirmation window:

Example use cases

Filtering orders eligible for Packfleet

To give an example for how these features can be used together: you can automatically tag your orders that can be delivered and then update the filtering rules to only show these orders during the import process.

In the example below, we've added the same Packfleet Order tag to both the Required tag and Add tags to orders within our delivery area settings. This means orders will only appear in the import screen once they have automatically been given this tag.

Automation rules in third-party shipping software

Another use case for automated tagging is to help create shipping rules in third party shipping software (for example ShipStation).

As we deliver to a long list of postcodes inside London, it can sometimes be difficult or not possible to create a postcode-based automation rule in your software of choice. In this case, a tag-based automation rule might be easier.

Here's an example list of steps you might want to follow for ShipStation, but they should apply to most shipping software with support for Shopify tags and carrier automation:

  1. Set up auto-tagging in Packfleet to tag eligible orders with "Packfleet order" in Shopify

  2. Create an automation rule in ShipStation to assign all orders tagged with "Packfleet order" to Packfleet.

  3. Use our ShipStation integration to manage your Packfleet-eligible orders and generate shipping labels as normal

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