Flxpoint lets you label products and orders with tags so you can group, filter, export, and automate work more efficiently. Tags can be added one‑by‑one, in bulk from the grid, or via CSV for products—all inside the updated Catalog and Orders views.
🏷️ What Is Tagging?
Tagging adds free‑form labels to products and orders. These labels power Quick Filters, saved views, exports, and integrations.
| Scope | Description |
|---|---|
| Product Tagging | Add tags in the Inventory or Products grid or via Import Customizations. |
| Order Tagging | Add tags in the Orders grid—single or bulk—or through the API. |
Common uses include:
- Grouping seasonal or clearance items
- Marking orders that need special handling (e.g., Free Shipping)
- Driving automation rules in Zapier or Make
🛠️ How‑to Guides
A. Tag a Single Product
- Open Catalog → Products and click a product SKU.
- In the side panel, scroll to Tags.
- Type or select a label & press Enter. ✅ Saves instantly.
B. Tag Multiple Products from the Grid
- Select products in Catalog → Products.
- Click Tags in the bulk‑actions bar.
- Choose Add, Remove, or Clear All → enter tag.
C. Bulk‑Upload Product Tags
- In Catalog → Products, click the three‑dot menu → Import Customizations.
- Upload a CSV/XLSX with a
tagscolumn (pipe‑separated for multiples). - Map tags → run import. ✅ Tags apply on completion.
D. Tag a Single Order
- Open Orders and click an order number.
- Under Details, add a label in the Tags field.
E. Tag Orders in Bulk
- Select orders in the grid.
- Click Tags → Add / Remove / Clear All.
F. Filter by Tag
- Click Filters in any grid.
- Add filter → Tags → Contains / Doesn’t Contain → choose label → Apply.
🧪 Tutorial
Apply Clearance & Free‑Shipping Tags, Then Filter Orders
- Tag five slow‑moving SKUs with clearance.
- Bulk‑tag today’s promo orders with free‑shipping.
- In Orders, filter Tags contains free‑shipping to monitor fulfillment.
Result: Warehouse sees only promo orders, while merchandising can export the clearance list for marketplace price updates.
📘 Reference
Tag Properties
| Field | Description |
|---|---|
| Tag Name | Free‑form text, case‑insensitive, max 255 chars. |
| Scope | Product or Order. |
| Type | N/A – all tags are plain labels. |
Behavior Notes
- An item can hold multiple tags.
- Tags export with products/orders and can drive automations.
- Filters are case‑insensitive.
Limitations
- No special characters such as
#,@,%. - Order tags can’t be bulk‑uploaded—use the grid or API.
- No role‑based restrictions on tag creation today.