Add Order Tags
Calculate and add default order tags based on shipment and customer data.
Overview
The Add Order Tags step calculates and adds default tags to orders based on shipment characteristics and customer type. This enables order filtering and routing based on tags.
Identifier
| Property | Value |
|---|---|
| Key | AddOrderTags |
| Group | Enrich |
| Applicable Statuses | New |
Configuration Properties
This step has no configurable properties.
Behavior
What It Does
- Analyzes shipments to determine direct shipment status:
- Direct shipments have no expected delivery date and are fully reserved
- Checks for purchase order references
- Adds shipment-related tags:
DirectShipment- All shipments are directPartialDirectShipment- Some shipments are directNoDirectShipments- No direct shipments
- Adds customer type tag:
B2B- If customer type is B2B
- Deduplicates tags on order
Prerequisites
- Order should have shipments for shipment analysis
Side Effects
- Tags added to order
- Tags deduplicated
Business Cases
When to Use
- Order routing: Route based on direct/backorder status
- Filtering: Filter orders by fulfillment type
- Notifications: Different templates for different types
Example Scenarios
Scenario 1: Direct Shipment All items in stock and reserved. Order gets "DirectShipment" tag.
Scenario 2: Partial Direct Some items direct, some on backorder. Order gets "PartialDirectShipment" tag.
Scenario 3: B2B Order Business customer order. Order gets "B2B" and appropriate shipment tag.
Error Handling
| Condition | Result | Continues Workflow? |
|---|---|---|
| Tags added | Success | Yes |
Related Steps
- Add Custom Tags - Add configured tags
- Add Order Tags by Category ID - Category-based tags