How tags work
Tags are free-form labels you create based on your business needs. Unlike types (which are predefined), tags are completely flexible. Example tags:- Geographic:
east-coast,west-coast,paris-region,uk - Capabilities:
heavy-items,fragile,hazmat,engraving - Business:
flagship,franchise,b2b,outlet - Operations:
high-volume,express,overflow
How to add tags
1
Go to Locations
Navigate to Charlie → Locations and select a location.
2
Find the Tags section
Scroll to the Tags card.
3
Add tags
Type a tag name and press Enter. Repeat for each tag you want to add.
4
Remove tags
Click the × next to a tag to remove it.
Using tags in rules
Once added, you can target locations by tag in your constraints and routing rules. Example filters:Location tag→flagship— rule applies only to flagship locationsLocation tag→east-coast— rule applies only to east coast locations
Tag strategy tips
Keep it simple
Start with a few tags and add more as needed. Too many tags become hard to manage.
Be consistent
Use a naming convention (lowercase, hyphens) so tags are easy to find and use.
Document your tags
Keep a list of your tags and what they mean so your team stays aligned.
Combine with types
Use types for broad categories (Warehouse, Store) and tags for specifics (region, capabilities).
Related
Types
Classify locations as Warehouse or Store
Routing Rules
Use tags in order routing rules