Orderpipe Now Has Tags

Great News! It is now possible to group your sales in any way you would like with our latest feature, Tags.

Revenue By Tag Pie chart

A Bit About Tags

Tags allow you to create groupings of products that match certain criteria. For example, you could have a tag for your best selling products, called ‘Best Sellers’ and a list of the SKU’s that match that criteria will be tagged as ‘Best Sellers’. This way you can quickly see what % of your sales, are made up of you best selling products.

Another example is to use tags to mark certain brands of product you are interested in. A common use case is the first few characters of a products SKU is often it’s brand. We are able to use regular expressions to define tags. If you had a range of widgets made by Acme Corp whose SKU’s all started with the letters AC, then you could define a regular expression that tags all their products with the ‘Acme Corp’ brand. This would allow you to see what portion of your sales are made from Acme products.

How do Tags work?

When Orderpipe crunches numbers for your orders from Amazon, Magento and Shopify it will now also check which tags apply to an order, and calculate statistics for those tags. The tag data is available in a number of places; The mobile dashboard has a pichart, the Geckoboard integration shows tags for a number of it’s widgets and very soon the XML and JSON API’s.

How Do I Start Using Tags?

Tags are created, edited and deleted from within the Settings area of OrderPipe. You’ll need to signup first.

To create a tag follow these steps:

  1. Enter a Tag Name that you want to identify the tag with, for example: ‘Top Sellers’, ‘Brand X’ or ’ Winter Clothes’.

  2. Choose the type of tag you want; either a list of SKUs or a Regular Expression (Called a ‘Regex’).

  3. Set the Tag value (further explained below) for your tag.

  4. Click the ‘Create Tag’ button to save your tag.

editing tags

How Do I Change My Tags?

You can view or edit a tag by clicking on it as shown in the screenshot below. In this dialof you will have the option of editing the value for the tag, as well as setting a preferred color when the tag is displayed. The preferred color will be set to “Don’t Care” by default, this lets the display widget decide on a suitable color. Remember to save your changes.

Note: OrderPipe may take a while to recaluculate your tag data for the current day, please be patient.

Tag Types and Values

This section will summarize the two types of tags and how their values differ.

The List of SKUs

This is the most common type you should use for small collections of products.

This tag type uses a comma-seperated list of SKUs to determine which products should be included in the tag.

Here are some examples:

Tag ‘Winter Products’

List of SKU’s: WJ0001,WJ0002,WJ0003

Tag ‘Summer Products’

List of SKU’s: SJ0001,SJ0002

The ‘Winter Products’ tag will match WJ0001, WJ0002 but not SJ0001.

The ‘Summer Products’ tag will match SJ0001, SJ0002 but not WJ0001.

The Regex

This is a powerful tag type and is recommended for advanced users.

This tag uses a regular expression (regex) to determine what products should be included in the tag.

Here are some examples:

Tag ‘Winter Products’

Regex: WJ.*

Tag ‘Summer Products’

Regex: .**S.

The Winter Products Regex tag will match WJ0001, WJ0002 but not SJ0001.

The Summer Products Regex tag will match SJ0001, AS0001 but not WJ0001.

For the nitty gritty information on how regexes work read here.

Tags Created, Now What?

Once you have your tags set up you will see a pie chart that breaks down each tag on the OrderPipe mobile dashboard.

Pie Chart Example

You can also see pie charts on your Geckoboard dashboard using the pie chart widgets and very soon we will have the ability to filter all the Geckoboard widgets by a specific tag. Exciting stuff!