Creating Manual and Dynamic ORDER Tags
Order tags allow you to mark, track, and filter orders based off customizable criteria. For example, if you want to mark and track which orders included spoiled wine, or if you want to let staff know which orders need hand written cards included, order tags will be the solution.
There are two types of order tags in Commerce7.
- Manual - order tags which are added manually to orders.
- Dynamic - order tags which are added automatically to orders.
Order tags can be added to an order after the order is completed, not while placing the order.
This documentation also includes;
Filtering/Exporting By Order Tag
Using the Sales Summary Report
How Do I Add a Manual Order Tag?
To create a manual Order Tag, navigate to Settings > Tags

Select the Orders tab > and then select "Add Tag".

In the modal, choose Order.

Create a title for your manual Order Tag and then use the drop down menu under 'Type' to select manual. Then select "Add Order Tag". 
Now that your manual Order Tag has been created, it can now be added to an order.
To apply a manual Order Tag to an order, click into Store > Orders and select an order you wish to tag.
On the right side of the screen under 'Manual Tags' use the drop down menu to select one of your pre-created Manual Order Tags and select "Add".
Multiple order tags can be attached to an order.

How Do I Add a Dynamic Order Tag?
To create a dynamic Order Tag, navigate to Settings > Tags then select the Orders tab > and then select "Add Order Tag".
Start with a title and then use the drop down menu under Type to select dynamic.
You have the choice for customers to match all conditions that are set or one or more of the conditions that are set.
Use the drop down menus to build the criteria/conditions for your dynamic order tag. Orders must meet the criteria/conditions you set in order to be automatically tagged. To add more than one condition, select "Add Another Condition".
Once you have your criteria set select "Add Order Tag".
Note: Dynamic Tags automatically back populate across all existing customers.

Filtering/Exporting By Order Tag
Once a tag has been attached to an order, either dynamically or manually, you can filter orders by that tag. Navigate to Store > Orders and click the filter button on the right side of the screen. The, select Tags as the filter and choose the tag you wish to filter for.

Once you have applied the filter you want, you can click Export to export a spreadsheet of all your orders with the specified tag.
Using the Sales by Order Tag Report
Commerce7 has a Sales by Order Tag Report.
Navigate to Reports > Order Reports > Sales Summary Report. Under the Group By dropdown, choose 'Tag'.

At this point, you can use the filter option to filter the report on criteria such as Date, POS Profile and Channel.
Select Export Report and it will be emailed to you.
