Tags

Tags are a versatile mechanism for keeping and managing collections of objects.

A tag is simply a label that can be attached to multiple objects (of a particular type). This can be very helpful when performing tasks that involve managing or modifying many objects at once. Take a moment to learn how tags work and when to use them.

Introducing Tags

A tag is a label, although it may be more useful to think of it as a list. If you tag a selection of shipments you can then use that tag when filtering shipments or transactions later. When you view one of those shipments you will be able to see the tags applied to it.

A​ tag initially belongs to you. You can, if you wish, share the tag with others. When you share a tag, your changes to that tag (adding and removing objects) are apparent to all users. Similarly those you share the tag with can, if you allow it, add and remove objects from the list. This allows for better collaboration between users.

S​haring a Tag does not grant additional access to the objects it is associated with, only to the tag itself.

W​hat can tags be used for?

T​ags are, in themselves, just a collection of objects. But of course collections are extremely useful when it comes to management tasks.

I​magine, for example, you receive a list of shipments to refund. You could, one-by-one, search for each shipment and process the refund. But what if you get a phone call mid-way through and lose your place? (OK our amazing Action system makes that impossible, but just imagine...)

I​t is quick and easy to create a tag and start adding shipments to it. In fact you can just write down or paste the tracking numbers in one go. Now you have a list entities that can easily be processed as a group.

Y​ou can filter the shipments table to just shipments in this tag. From there you can Select All before using a Multi-Select Action. Refunds are an example of an action that can be applied to multiple Shipments.

E​ven if you need to perform a unique action for each object in the list, the system can track your progress and ensure no object is overlooked with Progress Tags.

Y​ou can then send the tag to your accounting department to produce credit notes.

Y​our tag is saved in your library for as long as you want. You can delete it if you wish or archive it for reference, along with a description for posterity.