UPFOS system tutorial basic 6/7 Tagging
Hey everyone, welcome back to our tutorial video and in today's session we are going to give you a brief introduction to our tagging system. Sellers often have to manage various types of businesses and orders in the system. The tag center or automation feature allows the seller to categorize their orders according to their needs by putting customized tags on them. Tags are used across many modules in UPFOS system and they can be linked to rules to make sure tagged orders are processed in the desired ways. For example, a tag can be put on all orders heading to a specific city so these orders can be quickly filtered. Tags can also be put on stores where you want to match a specific warehouse. To create a tag, let's go to user center -> system settings -> automation
Here we have all of our existing tags. To create a new tag we can click the add button here.
We can input a name for our tag. Let's create a tag for all the orders that we want to use warehouse 1. So let's call it warehouse 1. We can select a color for the tag.
Because tags are used all across the system, you can select what type of tag this one is. Because we're using it for warehouse matching so we're going to select warehouse. You can input a priority for the tag so when an order meets criteria of multiple tags the tag with the highest priority will be put on this order. Let's give it a priority of 1. Please note 0 is the highest priority. The smaller the number the higher the priority.
For tag method, we have manual and auto. But currently we're only supporting auto tagging which means when an order comes into the system, if it meets the criteria of a tag the system will automatically put that tag onto that order. Now it comes to the tagging rules. We support very complex rules for the tag so that you can configure it to target very specific orders. Here you can select the participating stores.
For this one if you input anything the tag will only be put on the orders that are made in between this time window. But if you don't input anything then there is no time restriction. The orders made anytime could be eligible for this tag. You can also limit product category, product brand. You can select assign products so only orders with those specific products will be considered for the tag. You can also select product mark. Product mark is something that you can configure in your product information. If you select product mark, the tag is going to look for those products with those specific marks. Alright? You can also click this arrow to expand and see more options.
You can specify amount price and payment amount range. You can select SKU quantity, product quantity so on and so on. If you click on the detailed rules, then you are able to select "all" or "any" which means if the product meets any one of the conditions it's going to be eligible for the tag. If you select all that means the product has to meet all the, has to satisfy all the conditions before they can be considered for the tag. Alright once you have very carefully set up your rules, click confirm and save the tag.
Now we have our tag setup. Let's see what we can do with the tag. um let's go to system settings -> warehouse management that we have talked about in a different video. Go to matching warehouse.
Add rules. We can select, suppose we have a warehouse called warehouse A, and we can see our warehouse tag here. If we select this tag, all of the orders with this tag will be going into this warehouse.
This is just one example for tag. Tags are used in many other places in our system and it's a very powerful and useful tool. I hope you have learned something from this video and I'll see you in the next video, thanks for watching, bye!