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.

Once added, tags can be used to:

• Categorize items and orders
• Filter items and orders in the grid
• Include in custom views and exports

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🛠️ How-to Guides

A. How to Manually Tag an Individual Item

To manually tag an individual item:

1. Navigate to the Inventory or Products page
2. Select a Product
3. Add your desired tag into the Tags section

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✅ Tags are applied instantly—no need to click “Save.”

B. How to Manually Tag Items in Bulk

To tag multiple items at once:

Steps:

1. Navigate to the Inventory or Products page
2. Select a Product or Products
3. Click on Tags
4. Choose an option: Add, Remove, or Clear All
5. Add or Remove the tag

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✅ Tags are applied instantly—no need to click “Save.”

C. How to Bulk Upload Tags for Items

To bulk upload tags for items:

1. Navigate to the Products page
2. Click the three dots in the top right corner
3. Select Customizations
4. Select Customize Products
5. Upload a CSV or XLSX file
6. Make sure the fields you want to be added as tags are mapped to Tags
7. 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.

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✅ Tags will be applied to the items upon successful import.

D. How to Manually Tag an Individual Order

To manually tag an individual order:

1. Navigate to the Orders page
2. Select an item to view its details
3. Under Details section, locate the Tags section
4. Add your desired tag (e.g., "Free Shipping")

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✅ Tags are applied instantly—no need to click “Save.”

E. How to Manually Tag Orders in Bulk

To tag multiple orders at once:

1. Navigate to the Orders page
2. Select multiple orders using the checkboxes
3. Click on Tags in the bulk actions menu
4. Choose an option: Add, Remove, or Clear All
5. Add or Remove the tag (e.g., "Free Shipping")

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✅ Tags are applied instantly—no need to click “Save.”

F. How to Filter by Tag

To filter items or orders by tag:

1. Navigate to the Inventory, Products, or Orders page
2. Click the Filters button in the top right corner
3. Click Add Filter
4. Set the Field to Tags
5. Set the Condition to Contains or Doesn't Contain
6. Select the Tags
7. Click Apply

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✅ 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

1. Go to Products and select a product
2. Add a tag like "Clearance"
3. Go to Orders and select 3–5 orders
4. Click Tags → Add and apply "Free Shipping"
5. In the Orders page, click Filters
6. Set the filter to Tags contains "Free Shipping"
7. 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

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.