Order Tagging

We use tags to display messaging on the customer's orders to help offer clarity. Below is an example of a customer's order hisotry page, and how it appears when a customer's orders are all properly tagged. Below are the tags we use to mark orders. Tasting Room Order Tags If an order includes the tag tasting-room, then the order MUST contain one of the following tags: 🍤 Membership Order displays with the tasting-room-membership-order tag, usually added via automation. Selections will be added to this order. If for any reason, a selection cannot be added to an order with this flag, then a Selection Order is created instead. Add the tag tasting-room-prepaid-membership to show the PREPAID flag. ➕ Add-On Order displays with the tasting-room-addon-order tag, usually added via automation. ✅ Selection Order displays with the tasting-room-selection-order tag, usually added via automation. This tag is uncommon - It is used as a backup option for when the system will not allow us to add a selection directly on to a Membership Order. 🎁 Gifted Membership displays with the tasting-room-gifted-membership tag, usually added via automation. If one of the above tags is missing, they'll display an error message to the customer. Cross-Reference Order Tags If an order includes the tag tasting-room, then add an order number as a tag to match it to an order. 🍤 Membership Order is considered a PARENT order, so it can display any amount of SUSHI#XXXXX tags under it. ➕ Add-On Order is considered a CHILD order, so it should be attached to ONLY ONE SUSHI#XXXXX tag. ✅ Selection Order is considered a CHILD order, so it should be attached to ONLY ONE SUSHI#XXXXX tag. 🎁 Gifted Membership is considered a PARENT order, so it can display any amount of SUSHI#XXXXX tags under it. This can occur when someone places a prepaid gift membership order, and each month the gift recipient makes a selection. All orders tagged with an order number should cross reference each other. I.e. If you add the tag SUSHI#12345 to order SUSHI#5678, then you need to go to order SUSHI#12345 and add the tag SUSHI#5678 Status Order Tags All orders will respond to status tags. We will use status tags to organize orders internally, but it will also update the flag for guests to see on their order history page. Status order tags also organize orders for processing for the #shipping-dept to process on a schedule. Tags attn-ship: Internal tag, used to flag orders that need special attention from Kitchen Staff. This prints a notice on the packing slip. help: Internal tag, used to flag orders that need attention from Wait Staff, such as to contact the customer or review the order for accuracy. missing-selection: Use this tag when there is no selection item added to an order, no separate selection order, no selection notes and no history of selection. When used, the customer's order history will say "❓ Missing Selection" NOTE: The customer's Tasting Room preference will also display here with a message. partial-pick: Use this tag when you pull some items, but are unable to complete the picking step due to items being missing or needing to be made. When used, the customer's order history will say "🍱 Partially Picked → Creating Remaining Items" EXCEPTION: If the preorder tag is present, the customer's order status will show as: "🍱 Items Reserved → Awaiting Arrival of Preordered Items" chefs-choice-added: This tag indicates that the item added to the order was picked by the staff, not the customer. ready-to-ship: This tag indicates that this order has been reviewed, the items are in stock, and that it needs to be sent out. When used, the customer's order history will say "🔪 Prepping → 🍱 Awaiting Picking" picked: This tag indicates that this order has printed, all of the items in the order have been pulled, and the order tray has been reviewed for accuracy. All appropriate pack ins have been paired with the order. When used, the customer's order history will say "🍱 Picked → 🥡 Awaiting Packing" packed: This tag indicates that all items in this order have been packed according to spec and sealed in their final shipping parcel, and the order is awaiting it's shipping label. When used, the customer's order history will say "🥡 Packed → 📬 Awaiting Pick Up" After the label is printed, Shopify will mark the order as 'Fulfilled', which will tell the customer that the order was completed. Automations Order Status Tags will trigger the following automations Shopify Flow Order Stage Update Trigger will routinely locate orders that have been updated in the last day that contain an Order Status tag, and trigger the Order State Update Flow in Klaviyo. Klaviyo Order Stage Update Flow will send customers a short email+text notifying them that there has been a status change to their order. Packing Slip Tags Packing Slip Tags will affect the instructions provided with each order. When applied to orders, packing slip instructions like the following will be printed: add-birthday-packin means that the Birthday metafield is blank for this customer, so we must include a Free Birthday Card! pack in to encourage them to complete their profile.

Order Tagging

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