Use Tags to Search and Filter Sales Orders

Once you have added tags to your Sales Order you can use those tags to search for your order or to create filters.

To search for your Sales Order simply enter the name of the tag into the search bar of your Sales Order Page.

Order(s) with the corresponding tags should appear.

To create a filter with a tag first Click on the ‘+Filter’ tab on your Sales Order. Select Tags from the dropdown box and then select the tag you want to filter Order with, from the available selections. After, enter the name of the Filter on the top of the tab and then click ‘Save Filter’.

Orders with the selected tags should now appear under this tab.