Recipe: tag orders from wholesale customers

Every order placed by a customer tagged wholesale gets the tag wholesale, so your team can filter the Orders list.

The settings

Steps

1. In your Shopify admin, open Apps, then MSS Order Tagger: Auto Tags; it opens on the Tag Rules page. Select Create rule.
2. Select Start from scratch. Enter the Rule name first, because the app does not save a rule without one ("Rule name is required."). Then enter the rest of the settings above: Add condition for the condition, Add outcome for the action.
3. Under Preview, choose Recent sample and Orders, select Run preview, and check that only wholesale customers' orders show Would tag.
4. Select Create rule. The rule is on as soon as it is saved.
5. Optional, on the Growth and Pro plans. In the Tag Rules list, select the rule's name to open Edit tag rule. Then select "Apply to existing store history", then "Start backfill", to tag existing orders; it reaches the last 60 days of orders.

Good to know

• The condition reads the customer's tags when the order is evaluated, so tag your wholesale customers first. Orders with no customer are not tagged.
• Use the same spelling as your existing wholesale tag.

View MSS Order Tagger: Auto Tags on the Shopify App Store