Magento 2 Order Tagger

Installation and User Guide for Magento 2 Order Tagger Extension

Table of Contents

  1. Installation

    • Installation via app/code

    • Installation via Composer

  2. Configuration Settings for Order Tagger

    • Order Tags Logs

    • Order Tags Grid

    • General Settings

  3. Types of Tags

    • Static Tags

    • Dynamic Tags

    • Predefined Tags

  4. Assign Tags

    • Manually Assign/Remove Tags

    • Assign Tags Based on Conditions

  5. Tags in Action

    • Order Grid

    • Filter Order Grid

Installation

  • Installation via app/code: Upload the content of the module to your root folder. This will not overwrite the existing Magento folder or files, only the new contents will be added. After the successful upload of the package, run below commands on Magento 2 root directory.

php bin/magento setup:upgrade
php bin/magento setup:di:compile
php bin/magento setup:static-content:deploy
  • Installation via Composer: Please follow the guide provided in the below link to complete the installation via composer.

pageInstallation Via Composer

Configuration Settings for Order Tagger

Go to Admin > Stores > Configuration > Scommerce Configuration > Order Tagger

General Settings

  • Enabled – Select “Yes” or “No” to enable or disable the module.

  • License Key – Please add the license key for the extension which is provided in the order confirmation email. Please note license keys are site URL specific. If you require license keys for dev/staging sites then please email us at core@scommerce-mage.com

Order Tags Grid

Go to Admin>Sales>Scommerce Order Tagger>Order Tags

  • Name– Enter the name of the tag.

  • Type– Select “Static” or “Dynamic” or "Predefined". Static tags can be manually assigned and dynamic tags can be assigned using conditions. Predefined tags already have conditions set so you only to select the predefined tag type.

  • Sort Order– Define the priority of the tag(0 being the highest priority), the highest priority tag will be displayed first.

  • Text Color– Add the text color for the tag.

  • Background Color– Add the background color for the tag

Conditions– Add the conditions using order or address attributes.

Order Tags Logs

Go to Admin>Sales>Scommerce Order Tagger>Order Tags Logs

The logs keep track of all the dynamic tags that are assigned to orders. It has its own set of filters which can be used to identify a specific assigned tag.

Types of Tags

There are three of tags within the extension static, dynamic, and predefined tags.

Static Tags

After creation, these types of tags are added manually via Magento order grid. Conditions are not added in these types of tags. They are not shown in order tags logs.

Dynamic Tags

After creation, these types of tags are added automatically to the orders applicable.Conditions are added in these types of tags.They are shown in the Order tags logs.

Predefined Tags

After creation, these types of tags are added automatically to the orders applicable.Conditions are not added in these types of tags as they are already set. They are shown in the Order tags logs Irrespective of the name, only one type of tag can be created for one 'Predefined' field.

There are five types of predefined tags to choose from:-

  1. Out of Stock :- Gets automatically assigned to the orders whose products are out of stock. As soon as the product is available the tag gets removed automatically.

  2. Partially Shipped Order:- Gets automatically assigned to orders that are partially shipped i.e only a few quantities are shipped from the order. As soon all the entire order is invoiced the tag gets removed automatically.

  3. Partially Invoiced Order:- Gets automatically assigned to orders that are partially invoiced i.e only some quantity of the order is invoiced. As soon all the entire order is invoiced the tag gets removed automatically.

  4. Back Order:- Gets automatically assigned to backorders. This tag doesn't work with downloadable and virtual products. As soon as all the items in the order are shipped the tag gets removed automatically.

  5. First Time Customer:- Gets automatically assigned to the orders that are placed by first-time customers. This works for both guest/registered users.

Assign Tags

The tags can be assigned either manually or automatically using conditions set during the tag creation.

Manually Assign/Remove Tags

Go to Admin>Sales>Orders then select the order or multiple orders then click on the Actions dropdown and click on 'Add tags' or 'Remove tags'. Select the tag that you want add with the order from the 'Select Tags' dropdown and finally click on Add tags.

Note:- Only static Tags can be manually assigned.

Assign Tags Based on Conditions

Dynamic Tags are automatically assigned based on the conditions set while creating the tag. Go to Admin>Sales>Scommerce Order Tagger>Order Tags then create a new tag and set conditions from the left menu.

Tags in Action

Order Grid

The Tags are displayed in the order grid in a separate column. Multiple tags can be assigned and displayed for a single order.

Filter Order Grid

Orders can be filtered based on the tags. New filter option can be found in the filters where orders can be sorted based on the tags selected. Go to Admin>Sales>Filters and click on the Tags dropdown to select the tags.

If you have a question related to this extension please check out our FAQ Section first. If you can't find the answer you are looking for then please contact support@scommerce-mage.com.

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