TABLE OF CONTENTS
Adding Tags to Shiptheory Shipments
Via shipment data from your channel
Process
When Shiptheory pulls in an order from one of the supported channels it checks the name of the tag pulled in against your tags list in Shiptheory. If a match is made between a tag in your channel's shipment data and a tag you have created in Shiptheory then the tag is associated with the Shipment.
If your channel data contains a tag which is not defined within Shiptheory, then the tag will not be associated with your Shiptheory shipment.
Supported Channels
- Shopify
Via Shiptheory Events
You can configure this option by going to your Shipment Tags overview and editing your tag. Once there scroll down to the bottom of the page and open the advanced settings section (1). In the "Add Tags When" section (2), select the events within Shiptheory which should trigger this tag to be added to a shipment. When you're happy with your selection click Save (3).
Via the Shipping Rules
To configure this option head to your Shipping Rules and create or edit a rule. Once there scroll down to the bottom of the page and open the advanced settings section. Scroll down until you find the "Tags" section. In the "Add the following Tags" section select the tags you would like to be added to any shipment which matches the rule. Once you're done click Save.
In bulk via the Advanced Dashboard
Select as many shipments as you like using the checkboxes (1) in the Advanced Dashboard. You'll see all available bulk actions appear at the top of the shipments table. Select the "Add Tags" option and you'll see a popup appear (2).
Select the tags you wish to add to the shipment using the checkboxes (1) and then click Save (2). All selected tags will be added to all selected shipments. If a shipment already has the tag attributed to it, it will not be added again.
Shipment by shipment using the shipment popup
To view the Shipment popup, right click on a shipment in the advanced dashboard and click View.
If you already have tags associated with the shipment, you'll see them listed at the top of the popup underneath the title.
Scroll down until you see the "Shipment Tags" section. Selecting and deselecting tags here will automatically update your shipment.
Via the API
To add tags via the API please see our API documentation. You can only add tags to shipments when you create them using POST /v1/shipments .
Removing Tags from Shiptheory Shipments
Via Shiptheory Events
You can configure this option by going to your Shipment Tags overview and editing your tag. Once there scroll down to the bottom of the page and open the advanced settings section (1). In the "Remove Tags When" section (2), select the events within Shiptheory which should trigger this tag to be removed from a shipment. When you're happy with your selection click Save (3).
Via the Shipping Rules
To configure this option head to your Shipping Rules and create or edit a rule. Once there scroll down to the bottom of the page and open the advanced settings section. Scroll down until you find the "Tags" section. In the "Remove the following Tags" section select the tags you would like to be removed from any shipment which matches the rule. Once you're done click Save.
In bulk via the advanced Dashboard
Select as many shipments as you like using the checkboxes (1) in the Advanced Dashboard. You'll see all available bulk actions appear at the top of the shipments table. Select the "Remove Tags" option and you'll see a popup appear (2).
Select the tags you wish to remove from the shipment using the checkboxes (1) and then click Save (2). All selected tags will be removed from all selected shipments. If a shipment does not have the tag attributed to it, no action will be taken.
Shipment by shipment using the shipment popup
To view the Shipment popup, right click on a shipment in the advanced dashboard and click View.
If you already have tags associated with the shipment, you'll see them listed at the top of the popup underneath the title.
Scroll down until you see the "Shipment Tags" section. Selecting and deselecting tags here will automatically update your shipment.
Via deleting a tag
When you delete a tag the tag is removed from all shipments which it is associated with. To delete a tag see Managing Shipment Tags in Shiptheory or our API Documentation