How To Manage Orders With Custom Product Labels And Tags In Magento 2

Person Using Ipad

Managing orders is an essential aspect of every e-commerce business. In Magento 2, you can easily manage orders and keep track of them using custom product labels and tags. By using custom labels and tags, you can categorize your orders and manage them efficiently. In this article, we will discuss how you can manage orders with custom product labels and tags in Magento 2.

What are custom product labels and tags?

Custom product labels and tags are a way to categorize and manage your products and orders in Magento 2. You can add labels and tags to your products and orders to group them according to their attributes. For example, you can add a "sale" label to your products that are currently on sale. Similarly, you can add a "priority" tag to your orders that require immediate attention.

Speed Up Your Magento Store by 300%

Setting up custom product labels and tags in Magento 2.

Before you can start using custom product labels and tags in Magento 2, you need to set them up. Here is how you can set up custom product labels and tags in Magento 2.

Creating product attribute sets

The first step is to create product attribute sets. Attribute sets are used to group attributes that are common to all products in a particular category. For example, if you sell clothing items, you can create an attribute set for T-shirts, another one for pants, and so on.

To create attribute sets, go to Stores > Attribute > Attribute Set. Click on "Add New Set" and enter a name for the new attribute set. Then, drag and drop the attributes that belong to this set from the left column to the right column.

Creating product attributes

The next step is to create product attributes. Attributes are the characteristics of your products that distinguish them from each other. For example, color, size, and material are attributes.

To create product attributes, go to Stores > Attribute > Product. Click on "Add New Attribute" and enter a name for the new attribute. Then, configure the attribute settings such as the input type, the default value, and the scope.

Creating product labels and tags

The final step is to create product labels and tags. To create a label, go to Marketing > Product Labels. Click on "Add New Label" and enter a name for the new label. Then, choose the condition that triggers the label, such as the product price or the product category.

To create a tag, go to Sales > Order Tags. Click on "Add New Tag" and enter a name for the new tag. Then, choose the order status that triggers the tag, such as "Pending" or "Complete".

Using custom product labels and tags to manage orders.

Now that you have set up custom product labels and tags in Magento 2, you can start using them to manage your orders. Here are some ways you can use custom product labels and tags to manage your orders.

Prioritizing orders

You can use tags to prioritize your orders. For example, you can create a "Priority" tag and assign it to orders that require immediate attention. This way, you can quickly identify which orders need to be processed first.

To assign a tag to an order, go to Sales > Orders. Click on the order you want to tag and select the "Tags" tab. Then, select the tag you want to assign to the order.

Filtering orders

You can use labels and tags to filter your orders. For example, you can create a "Sale" label and assign it to products that are on sale. Then, you can filter your orders by this label to see how many sale products you have sold.

To filter orders by label or tag, go to Sales > Orders and click on the "Advanced Search" button. Then, select the label or tag you want to filter by and click on the "Search" button.

Automating order processing

You can use labels and tags to automate your order processing. For example, you can create a "VIP" tag and assign it to orders from your loyal customers. Then, you can set up a rule that automatically approves these orders, skipping the manual review process.

To set up a rule for automated order processing, go to Stores > Sales > Order Workflow. Click on the "Add New Rule" button and configure the rule settings such as the conditions and the actions.

Conclusion

Custom product labels and tags are a powerful feature in Magento 2 that can help you manage your orders efficiently. By using labels and tags, you can prioritize your orders, filter them, and automate your order processing. With the steps outlined in this article, you can easily set up custom product labels and tags in Magento 2 and start using them to streamline your order management process.

Scroll to Top