FLX supports tagging at both the inventory/product level and now at the order level in FLX Standard. Tagging can be added manually or through a bulk upload, helping you categorize and manage items and orders more efficiently.
🏷️ What is Tagging in FLX?
Tagging in FLX allows you to add labels to products and orders for better organization and management.
Scope | Description |
---|---|
Item Tagging | Add tags to products in the Inventory or Products section |
Order Tagging | Add tags to orders individually or in bulk in FLX Standard |
Once added, tags can be used to:
- Categorize items and orders
- Filter items and orders in the grid
- Include in custom views and exports
🛠️ How-to Guides
A. How to Manually Tag an Individual Item
To manually tag an individual item:
- Navigate to the Inventory or Products page
- Select a Product
- Add your desired tag into the Tags section
✅ Tags are applied instantly—no need to click “Save.”
B. How to Manually Tag Items in Bulk
To tag multiple items at once:
Steps:
- Navigate to the Inventory or Products page
- Select a Product or Products
- Click on Tags
- Choose an option: Add, Remove, or Clear All
- Add or Remove the tag
✅ Tags are applied instantly—no need to click “Save.”
C. How to Bulk Upload Tags for Items
To bulk upload tags for items:
- Navigate to the Products page
- Click the three dots in the top right corner
- Select Customizations
- Select Customize Products
- Upload a CSV or XLSX file
- Make sure the fields you want to be added as tags are mapped to Tags
- Import the customizations
Note: CSV/XLSX uploads apply only to product tags. Order tags must be added from the Orders grid (single or bulk) or via API.
✅ Tags will be applied to the items upon successful import.
D. How to Manually Tag an Individual Order
To manually tag an individual order:
- Navigate to the Orders page
- Select an item to view its details
- Under Details section, locate the Tags section
- Add your desired tag (e.g., "Free Shipping")
✅ Tags are applied instantly—no need to click “Save.”
E. How to Manually Tag Orders in Bulk
To tag multiple orders at once:
- Navigate to the Orders page
- Select multiple orders using the checkboxes
- Click on Tags in the bulk actions menu
- Choose an option: Add, Remove, or Clear All
- Add or Remove the tag (e.g., "Free Shipping")
✅ Tags are applied instantly—no need to click “Save.”
F. How to Filter by Tag
To filter items or orders by tag:
- Navigate to the Inventory, Products, or Orders page
- Click the Filters button in the top right corner
- Click Add Filter
- Set the Field to Tags
- Set the Condition to Contains or Doesn't Contain
- Select the Tags
- Click Apply
✅ The grid will update to show only items or orders matching the tag filter.
🧪 Tutorial
Tagging and Filtering Items and Orders
Goal: Tag items and orders, then filter by those tags
- Go to Products and select a product
- Add a tag like "Clearance"
- Go to Orders and select 3–5 orders
- Click Tags → Add and apply "Free Shipping"
- In the Orders page, click Filters
- Set the filter to Tags contains "Free Shipping"
- Click Apply
You’ll see: “The grid now shows only orders tagged with Free Shipping”
✅ Your orders are now filtered by the "Free Shipping" tag.
📘 Reference
Tag Properties
Field | Description |
Tag Name | The label applied to products or orders. Case-insensitive. Max 255 chars. |
Tag Type | Not applicable — Flxpoint tags are simple string labels without categories. |
Scope | Tags can be applied at the product or order level. |
Tag Behavior Notes
- A product or order can have multiple tags applied.
- Tags are stored as part of the object and can be included in exports or automations.
- Tag matching in filters is case-insensitive.
- You cannot assign different colors or types to tags — all are treated equally in logic and views.
Tag Limitations
- Tags cannot include special characters like `#`, `@`, or `%`.
- There is no current way to restrict tag creation to specific users (no permission gating).
- Order tags **cannot be bulk uploaded** — only added manually or via automation.