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Custom Views & Tags

Custom views and tags help you organize shipments and save frequently used filter combinations for faster access.

Tags

Tags are custom labels you can apply to shipments to group them by any criteria that matters to your business — for example, by sales channel, warehouse, product line, or customer tier.

Add a tag to a shipment

  1. Open a shipment from the list

  2. Find the Tag field

  3. Type a tag name and press Enter — the tag is created and applied immediately

Filter by tag

In the Shipment list, click Tag in the filter bar and select one or more tags to filter.

Use cases for tags

  • Mark shipments from a specific promotion or campaign

  • Flag shipments handled by a particular warehouse

  • Group international vs. domestic shipments

  • Track high-priority orders

Custom Views (Saved Views)

A saved view preserves a specific combination of filters as a reusable tab in the Shipment list.

Create a saved view

  1. Apply the filters you want to save in the Shipment list

  2. Click Save view

  3. Give the view a name

  4. The view appears as a new tab at the top of the Shipment list

Edit or delete a saved view

Click the view tab and use the options to rename or remove it.

Example saved views

View name
Filter configuration

US Exceptions

Status = Exception, Destination = US

Pending > 3 days

Status = Pending, Date = older than 3 days

DHL In Transit

Carrier = DHL, Status = In transit

VIP Orders

Tag = VIP

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