# Order settings The feature allows you to **add tags and notes** to orders for easy tracking. It helps you organize and categorize orders based on priority, status, or special requirements, making order management more efficient and ensuring nothing gets missed.
### I. Order Note Add selected Avis options to the order note when an order is placed.\ **Max:** 1 note per order. #### Step 1: **Add Workflow** → Select Add Note. Alternatively, you can click **+ Add Note** in the lower half of the menu to create a new note quickly, without going through **Add Workflow**. This is especially useful if you are setting this up for the first time.
{% hint style="info" %} You will need to update the access permissions to continue. This step is required if you are setting this up for the first time, ensuring the app has the necessary authorization to view and edit your store data. **View personal data – Customers**\ Access customer information, including: * Name * Email address * Phone number * Physical address * Geolocation * IP address * Browser and operating system details **View and edit store data** **View products**\ See all product details, including their publication status on sales channels or collections. **Edit orders**\ Modify any order details from the last 60 days. **View your Online Store**\ Access and review your store’s **Theme**. ![](https://3264408981-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3ClFZbSMFYUfUOKXAOru%2Fuploads%2F2N05Zgih03TBAT38As2C%2Fimage.png?alt=media\&token=68502f49-29d6-4910-b209-2e7f2b1d8a8f) {% endhint %} #### **Step 2:** Check the template and edit if needed
#### Settings: **Keep existing order notes:** When this option is enabled, any new note generated will be added as a separate line beneath the existing order note. This ensures previous notes remain intact instead of being replaced. **Note limit:** Each order can only have one note created through this workflow. If another note is generated later, it will follow the “keep existing” rule if enabled, or overwrite the current note if not. **HTML content:** The order note supports HTML formatting, allowing you to style text, include links, or structure the content for better readability. **Note status:** Determines whether the note template is set as **Active** (ready to be used immediately) or **Draft** (saved for later editing before use). #### View the liquid variable list: You can use these variables in the note template
Variable descriptionVariable name
Line items
{% for line in line_items %}
  ...
{% endfor %}
Name
{{ line.name }}
Title
{{ line.title }}
Variant title
{{ line.variant_title }}
Properties
{% for p in line.properties %}
  ...
{% endfor %}
Quantity
{{ line.quantity }}
Original price
{{ line.original_line_price | money }}
Final price
{{ line.final_line_price | money }}
Total Discount
{{ line.total_discount | money }}
Weight
{{ line.grams }}
SKU
{{ line.sku }}
Vendor
{{ line.vendor }}
Image
{{ line.image | img_url }}
*** ### II. Order Tag When placing orders, automatically tag them based on selected Avis options. You can customize or edit the tag names to better categorize, track, and manage orders. > **Note**\ > Fixed tags and dynamic tags cannot be applied together. > > * You can set up and use multiple **dynamic tags** in the same workflow without limitation. > * However, a **fixed tag** can only be used on its own and cannot be combined with dynamic tags. > > This rule helps keep your tagging system consistent and prevents conflicts between static and dynamic tagging rules. #### Steps 1 : **Add Workflow** → Select Add **Tag.**
**Step 2: Enter the tag name using one of the following types:** * **Type 1: Fixed tag for all orders with Avis options**\ A static tag added to all orders containing Avis options.
* **Type 2 – Fixed tag for all orders with Avis Options Add-on**\ A static tag that is automatically added to every order containing **Avis Add Charge** options, regardless of which specific options were selected.
* **Type 3: Dynamic tag based on the selected Avis option in order**\ A tag generated from the selected Avis option in the order.\ In the option selection popup, choose the option set and option to define the tag source. a. Choose Option element
b. Choose Option set
c. Choose a specific option and save