Tagging Shipments
You can tag pending Shipments to create groups (or batches) of Shipments in order to simplify your work.
Tip: Tags are for unshipped Shipments/Orders; use them to improve workflow.
Tip: There is a quick way to find tagged Shipments.
To tag Shipments
Display a Shipments list from the SHIPMENTS menu, or perform a Shipment search.
In the Shipments list, select the checkbox for each Shipment that you want to tag. To select all Shipments in the list, select the top checkbox.
Click Tags (top of screen). Select a Tag checkbox.
If needed, repeat the above step to apply another Tag to the selected Shipments.
Creating a New Tag
To create a new Tag:
Click the Tags button to display the Tags dropdown.
Click the plus-sign (+). The empty Tag form is displayed.
Enter a Tag Name.
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To mark the Tag as a Favorite. If the Tag is marked as a Favorite, it can be executed from the color-coded quick access bar (highlighted in the above graphic at far right).
Select Favorite.
Enter a Shortcut name (three characters) for the Favorite Tag.
Select an identifying color.
Click Save.
Editing an Existing Tag
To edit an existing Tag:
Click Tags (top of screen). The Tags dialog is displayed.
Click the pencil icon at right of the Tag name.
As needed, edit the Tag Name, select or de-select as a Favorite, modify the Tag abbreviation (three characters), and/or select a different color ID for the Favorite.
Click Save.
Deleting a Tag
Click Tags (top of screen). The Tags dialog is displayed.
Click the pencil icon at right of the Tag name.
In the edit Tag dialog, click Delete Tag.
Finding Tagged Shipments
Existing Tags are listed at the bottom of the SHIPMENTS menu.
To list the Orders/Shipments assigned a particular Tag, click the Tag ID on the SHIPMENTS menu.
Tip: You can also find tagged Shipments by using a Filter.
Shipment Form: Viewing and Removing Tags
The Shipment form shows any assigned Tags.
To view assigned Tags on the Shipment form, display a Shipments list, and then double-click the Shipment's line item. The Assigned Tags are displayed at upper-left (see graphic below).
To remove a Tag, click the Tag's "x" button.