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.

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

{% for line in line_items %}
  ...
{% endfor %}

{{ line.name }}

{{ line.title }}

{{ line.variant_title }}

{% for p in line.properties %}
  ...
{% endfor %}

{{ line.quantity }}

{{ line.original_line_price | money }}

{{ line.final_line_price | money }}

{{ line.total_discount | money }}

{{ line.grams }}

{{ line.sku }}

{{ line.vendor }}

{{ 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