Product Tagging

How to set up and utilize our product tagging feature.

Mark Epchteine avatar
Written by Mark Epchteine
Updated over a week ago

Product Tags allow you to create labels for your products. These tags can be used as a way of filtering your analytics & data insights to learn more about specific sales trends, or provide sales data for say, a supplier that you purchase from as a distributor.

Do you sell wine and want to see how biodynamic wine from France is selling? Tagging enables exactly this.

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You'll be able to create an unlimited amount of tags, all of which will serve as a filter within OrderEZ and our integrated data dashboards. Tags can be color coded to attribute certain tag categories as related to each other.

How to Set Up Tags - Existing Products

Start by clicking on a product in the Products tab, and scroll to the bottom of the Product Info tab. At the bottom you'll find the Add Tags section.

Click into the gray box and a dialogue will open that will enable you to assign tags, create new tags, and edit existing tags.

Click + Create New Tag to begin adding your own tags.

Label your tag, choose your color, and click on Save Tag.

If you need to change the name of a tag, the color, or to delete it entirely, simply click on Edit Tags, followed by the tag that needs an edit.

When you've finished tagging your product, remember to hit Save Changes and viola, you're done!

How to Set Up Tags - New Products

When creating a new product, we've added the tagging inputs to the bottom of Step One - Product info.

Simply follow the steps above prior to moving onto the next step of the product creation flow.

How to Set Up Tags - En Masse via CSV

Before beginning, ensure all the tags you would like to assign products have been already created via the steps above.

When all tags are created, start by exporting a CSV of your product list.

Here you'll find a column labelled tags where you can enter all of your desired tags for the corresponding products. To ensure the CSV uploads to OrderEZ successfully, please ensure the tag is written out exactly as it is in the system. You'll want to separate the tags by a comma (,) with no spaces between the tags.

Save the file as a .CSV, and Import the file into OrderEZ - and all of your products will automatically be tagged!

Filtering Products by Tags

You can filter the products page by tags. Simply select (or search) for the tags you need, and click Apply. Selecting more than one tag will narrow down the filtering based on all of the selected tags.

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