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Manage Tags - Web pixi

Tags that are available in pixi are displayed in the Tags list. You can sort and filter the list by any column to easily locate the tag you are looking for. You can also create new tags, edit existing tags and delete tags you don't need anymore.

Tags in pixi help you organize and manage your objects (e.g. items, orders) or enable special features: e.g. for individual items: serial number or batch management.

See also: Add or remove item tags


Create Tags

  1. In the navigation click Administration then click Tags.

  2. Click New Tag in the toolbar.

  3. Enter name and description of the new tag.

  4. Select the Order Type (from pixi 19.05 on).

    • Items: These tags can only be assigned to items.

    • Orders: These tags can only be assigned to orders.

  5. Click Create. New tag is created and can be used.


Edit Tags

  1. In the navigation click Administration then click Tags.

  2. Select the tag you want to edit in the list.

  3. Click Edit Tag in the toolbar.

  4. Change the name or/and description of the tag.

  5. Click Save.


Delete Tags

  1. In the navigation click Administration then click Tags.

  2. Select one tag you want to delete in the list

  3. Click Delete Tag in the toolbar.

  4. Click the Delete button on the confirmation message.

A deleted tag will be removed from all the objects it is assigned to.


System Tags

There are two classifications of tags in pixi: system tags and normal tags. System tags are available by default and are read-only.
You can create, edit and delete normal tags.

These tags predefined in pixi and cannot be deleted:

Items:

Orders:

  • QR language: IT: The QR code for invoices and reminders is created in Italian

  • QR language: FR: The QR code for invoices and reminders is created in French

  • QR language: EN: The QR code for invoices and reminders is created in English

  • QR language: DE: The QR code for invoices and reminders is created in German

    • Only one QR language order tag can be assigned per order at order import

    • Example:

<ORDERTAGS>
<ORDERTAG>QR language: EN</ORDERTAG>
</ORDERTAGS>


Use Cases for Order Tags

Managing partial delivery

If end customers wish that the consignment is only sent in full, this can be stored in tags using, for example, “Partial delivery requested” and “No partial delivery desired”. Amazon offers this function in the customer account. Orders with such a tag can be imported to pixi and processed accordingly.

Case example #1: The customer buys his first suit with a tie for a great event. The tie is available, but the suit is not (yet):
Partial delivery of the tie? Not useful.

Case example #2: The customer buys a bed frame with a mattress. The mattress is currently not available: the bed frame itself will not bring a good night's sleep, so the customer only wishes for a complete delivery.

The example can still be optimized - Case example #3: The customer buys a bed frame. The frame is in stock, but the screws for mounting are currently not available. Here, too, the customer will not want a partial delivery.


Prioritization of orders for VIP customers and influencers

If the system connected to pixi already supports tags for orders, important influencers and VIP customers can be given preferential treatment and thus the 'FIFO' principle can be counteracted by assigning the corresponding tag to orders from these end customers.


Marking of FSK18 orders / orders with alcoholic drinks only for adults

If no post-identification process is used and only a sticker "hand over to the recipient" is attached to the boxes, tags for orders can also provide separate pick lists here.

Case example #1: The end customer orders coffee: Can be sent and handed over to third parties.

Case example #2: The end customer orders a bottle of vodka. The consignment may not be handed over to minors here. These orders are picked separately and the sticker is placed on the box. In principle, however, this would also be possible using item tags.


Prioritization of express orders

Previously, express orders were marked using the "shipping date" and assigned to their box range. An “Express” tag can simplify this process. The additional storage of the "delivery date" and a separate box range could perhaps be omitted. If an order is only "urgent" and would be stored without a delivery date and without express shipping, the tags for orders offer a new option to prefer these orders and pick them with priority.


De-prioritization

You are running a big sale, but you may want to place these orders with lower priority and, in the day, rather send the orders with regularly priced products. In principle, this can also be solved using item tags, but only if a separate tag has been assigned to each sale item. If a flag is stored in the shop, for example, that the end customer bought a discounted item from the sale, then only one order tag is sufficient and you can generate a separate pick list for these orders.


Setup / assembly / production before shipment

If products are modified, refined or assembled before dispatch, you can control this via the tags for orders via a separate pick list with a corresponding pick list comment.


Quality control with high shopping cart values

If end customers order a lot of and / or very, very expensive products, you can mark the order separately and use the pick list comment to instruct the employees to check everything again before shipping to prevent incorrect / defective products or small quantities would be shipped. A dedicated order tag e.g. "from order value X" is transmitted.


Supplement control through customer segmentation

You can use tags for orders to differentiate between new and existing customers, provided that the system connected to pixi has this feature. You can pick orders for new customers separately and control special supplements / vouchers there.


Basic customer segmentation

Even if the tags refer to orders and not to the customer base, you can differentiate between 'VIP' customers, 'Gold customers', 'New customers' and 'Existing customers' as well as 'Regular customers' and 'Irregular customers', provided pixi also receives the characteristic from the connected system. This can be used for the above-mentioned supplements, vouchers and gifts (present for Christmas).


Gift packaging / greeting cards

If the end customer selects that the order should be packed as a gift and if the gift packaging and / or greeting card is not an extra item in the shopping cart that pixi could identify using the item tags, the tags for orders also offer the option of picking these orders separately and to be treated specially in shipping. For example, to pack the shipment nicely.


Credit check for value of goods 'X'

If you offer 'insecure' payment methods, such as purchase on account or direct debit, then you may want to start a credit check before sending, depending on two factors: depending on two tags for orders 'value of goods' and 'new customer' as well as the payment type, these end customers may also be blocked. So you can filter them in customer service.


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