Hi everyone - we use Order Tags for advanced reporting (e.g. customer type, vertical, salesperson) as the tags flow into our BI tool. The biggest issue we have is that it’s become a highly manual process. Basically, we check our Orders everyday and manually tag each B2B order. We are looking for a Flow that can copy/paste the Company Customer’s Tags after they place an Order. Does anyone know how to accomplish this?
HI @thackattack
You can easily automate this process using Shopify Flow. Start by setting the trigger to Order created and add a condition to verify if it is a B2B order. This ensures the workflow only targets the correct transactions for your reporting and avoids cluttering other orders.
Next, use the For each loop to iterate through the company.tags list associated with the order. Within this loop, add the action to Add order tags using the specific tag variable from the company profile. This effectively copies every tag from the company level directly onto the new order in real-time
Hope this helps!