{"id":6519,"date":"2023-03-14T22:44:05","date_gmt":"2023-03-14T22:44:05","guid":{"rendered":"https:\/\/www.getmesa.com/blog\/blog\/?p=6519"},"modified":"2025-12-22T23:35:43","modified_gmt":"2025-12-22T23:35:43","slug":"how-to-auto-tag-shopify-orders-from-retail-pos","status":"publish","type":"post","link":"https:\/\/www.getmesa.com/blog\/how-to-auto-tag-shopify-orders-from-retail-pos\/","title":{"rendered":"How to auto tag Shopify orders from Retail POS"},"content":{"rendered":"\n<p>Managing orders from multiple channels is a challenge for many retail managers. Whether it be a brick-and-mortar store or other online stores, having an efficient order management system in place can help you increase productivity and improve customer satisfaction. <\/p>\n\n\n\n<p>How do you ensure that you tag all your orders correctly for further processing?<\/p>\n\n\n\n<p>This tutorial shows you how to quickly tag your orders from any <a href=\"https:\/\/www.getmesa.com\/apps\/shopify-pos\/integrate\">Shopify Retail Point of Sale<\/a> directly in your Shopify admin so you can easily manage them and focus on what matters most &#8211; making sales!<\/p>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-cyan-bluish-gray-color has-alpha-channel-opacity has-cyan-bluish-gray-background-color has-background is-style-dots\"\/>\n\n\n\n<p><strong>TL;DR: Skip the step-by-step tutorial.\u00a0<\/strong>Use this template to auto-tag orders from <a href=\"https:\/\/www.getmesa.com\/apps\/shopify-pos\/integrate\">Shopify POS<\/a> with just a few clicks.<\/p>\n\n\n<div class=\"mesa-template-backend frontend-hidden\">\n    <p><strong>MESA Template ID<\/strong><\/p>\n    <p>tag-shopify-pos-orders<\/p>\n<\/div>\n\n<div class=\"mesa-template\" data-template=\"tag-shopify-pos-orders\"><\/div>\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\t\t<style>.mesa-template-backend {\n    background: rgba(139, 139, 150, 0.1);\n    padding: 22px;\n}\n\n.mesa-template-backend h5,\n.mesa-template-backend p {\n    margin: 0 0 5px;\n}\n\n.mesa-template-backend p {\n    font-size: 16px;\n}\n\n.mesa-template-backend p:last-child {\n    display: inline-block;\n    background: #fff;\n    padding: 5px 10px;\n}\n\n.mesa-template-backend p strong {\n    font-size: 12px;\n}<\/style>\n\t\t\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">In this article:<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.getmesa.com/blog\/how-to-auto-tag-shopify-orders-from-retail-pos\/#Step-by-step-video-tutorial\" >Step-by-step video tutorial<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.getmesa.com/blog\/how-to-auto-tag-shopify-orders-from-retail-pos\/#How-to-auto-tag-Shopify-POS-orders\" >How to auto tag Shopify POS orders<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.getmesa.com/blog\/how-to-auto-tag-shopify-orders-from-retail-pos\/#Benefits-of-auto-tagging-orders-in-Shopify\" >Benefits of auto tagging orders in Shopify<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\" id=\"h-step-by-step-video-tutorial\"><span class=\"ez-toc-section\" id=\"Step-by-step-video-tutorial\"><\/span>Step-by-step video tutorial<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to auto tag Shopify orders from Retail POS\" width=\"1170\" height=\"658\" src=\"https:\/\/www.youtube.com\/embed\/ROAYoH19AEQ?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><figcaption class=\"wp-element-caption\">Video tutorial on how to tag Shopify orders from Retail POS.<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-auto-tag-shopify-pos-orders\"><span class=\"ez-toc-section\" id=\"How-to-auto-tag-Shopify-POS-orders\"><\/span>How to auto tag Shopify POS orders<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<div class=\"schema-how-to wp-block-yoast-how-to-block\"><p class=\"schema-how-to-total-time\"><span class=\"schema-how-to-duration-time-text\">Time needed:&nbsp;<\/span>5 minutes<\/p><p class=\"schema-how-to-description\">To get started, follow these step-by-step instructions. Also, be sure to <a href=\"http:\/\/app.getmesa.com\/install\" target=\"_blank\" rel=\"noreferrer noopener\">get MESA<\/a> connected to your Shopify store before proceeding.<\/p> <ol class=\"schema-how-to-steps\"><li class=\"schema-how-to-step\" id=\"how-to-step-1678820942640\"><strong class=\"schema-how-to-step-name\">Start a new workflow and choose the Shopify app.<\/strong> <p class=\"schema-how-to-step-text\">Shopify should be the first app listed but you can also use the search bar to filter the selectable apps.<img loading=\"lazy\" decoding=\"async\" width=\"3024\" height=\"1730\" class=\"wp-image-6521\" alt=\"auto tag order pos\" src=\"https:\/\/www.getmesa.com\/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-1.png\" style=\"max-width:100%;\" srcset=\"https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-1.png 3024w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-1-300x172.png 300w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-1-1024x586.png 1024w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-1-768x439.png 768w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-1-1536x879.png 1536w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-1-2048x1172.png 2048w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-1-1920x1098.png 1920w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-1-544x311.png 544w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-1-350x200.png 350w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-1-752x430.png 752w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-1-280x160.png 280w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1678821037562\"><strong class=\"schema-how-to-step-name\">Select the Order Created step as the first step in this workflow.<\/strong> <p class=\"schema-how-to-step-text\">Click the Start button to select this trigger step.<img loading=\"lazy\" decoding=\"async\" width=\"3024\" height=\"1730\" class=\"wp-image-6522\" alt=\"shopify auto tag orders\" src=\"https:\/\/www.getmesa.com\/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-2.png\" style=\"max-width:100%;\" srcset=\"https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-2.png 3024w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-2-300x172.png 300w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-2-1024x586.png 1024w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-2-768x439.png 768w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-2-1536x879.png 1536w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-2-2048x1172.png 2048w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-2-1920x1098.png 1920w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-2-544x311.png 544w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-2-350x200.png 350w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-2-752x430.png 752w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-2-280x160.png 280w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1678821048721\"><strong class=\"schema-how-to-step-name\">Next, search for the Filter by MESA app to connect to your workflow as the next step.<\/strong> <p class=\"schema-how-to-step-text\">Under the Step Configuration, click the variable selector icon {+} to open the list of variables available from the prior step.<img loading=\"lazy\" decoding=\"async\" width=\"3024\" height=\"1990\" class=\"wp-image-6523\" alt=\"shopify auto tag orders filter step\" src=\"https:\/\/www.getmesa.com\/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-3.png\" style=\"max-width:100%;\" srcset=\"https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-3.png 3024w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-3-300x197.png 300w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-3-1024x674.png 1024w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-3-768x505.png 768w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-3-1536x1011.png 1536w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-3-2048x1348.png 2048w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-3-1920x1263.png 1920w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-3-473x311.png 473w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-3-304x200.png 304w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-3-653x430.png 653w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-3-243x160.png 243w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1678821063183\"><strong class=\"schema-how-to-step-name\">Search or scroll to locate then, click to add the Source Name variable.<\/strong> <p class=\"schema-how-to-step-text\">Click the Order Created step to expand the list of available variables.<img loading=\"lazy\" decoding=\"async\" width=\"3024\" height=\"1730\" class=\"wp-image-6524\" alt=\"shopify auto tag orders source name\" src=\"https:\/\/www.getmesa.com\/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-4.png\" style=\"max-width:100%;\" srcset=\"https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-4.png 3024w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-4-300x172.png 300w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-4-1024x586.png 1024w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-4-768x439.png 768w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-4-1536x879.png 1536w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-4-2048x1172.png 2048w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-4-1920x1098.png 1920w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-4-544x311.png 544w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-4-350x200.png 350w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-4-752x430.png 752w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-4-280x160.png 280w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1678821251855\"><strong class=\"schema-how-to-step-name\">Back on the workflow step for this filter, be sure the operator is set to Equals<\/strong> <p class=\"schema-how-to-step-text\">This will match the Source Name to be an exact match to our criteria in the next step<img loading=\"lazy\" decoding=\"async\" width=\"3024\" height=\"1990\" class=\"wp-image-6525\" alt=\"shopify auto tag filter step\" src=\"https:\/\/www.getmesa.com\/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-5.png\" style=\"max-width:100%;\" srcset=\"https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-5.png 3024w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-5-300x197.png 300w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-5-1024x674.png 1024w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-5-768x505.png 768w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-5-1536x1011.png 1536w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-5-2048x1348.png 2048w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-5-1920x1263.png 1920w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-5-473x311.png 473w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-5-304x200.png 304w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-5-653x430.png 653w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-5-243x160.png 243w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1678821258945\"><strong class=\"schema-how-to-step-name\">Next, add the value &#8220;pos&#8221; to the field condition. <\/strong> <p class=\"schema-how-to-step-text\">This completes the rules so the workflow knows to proceed when there is a match.<img loading=\"lazy\" decoding=\"async\" width=\"3024\" height=\"1990\" class=\"wp-image-6526\" alt=\"shopify filter orders to tag\" src=\"https:\/\/www.getmesa.com\/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-6.png\" style=\"max-width:100%;\" srcset=\"https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-6.png 3024w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-6-300x197.png 300w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-6-1024x674.png 1024w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-6-768x505.png 768w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-6-1536x1011.png 1536w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-6-2048x1348.png 2048w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-6-1920x1263.png 1920w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-6-473x311.png 473w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-6-304x200.png 304w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-6-653x430.png 653w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-6-243x160.png 243w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1678821266767\"><strong class=\"schema-how-to-step-name\">Add another step to your workflow, again, selecting the Shopify app.<\/strong> <p class=\"schema-how-to-step-text\">Click the (+) icon button to add another step. <img loading=\"lazy\" decoding=\"async\" width=\"3024\" height=\"3588\" class=\"wp-image-6527\" alt=\"shopify tagging orders\" src=\"https:\/\/www.getmesa.com\/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-7.png\" style=\"max-width:100%;\" srcset=\"https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-7.png 3024w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-7-253x300.png 253w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-7-863x1024.png 863w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-7-768x911.png 768w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-7-1295x1536.png 1295w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-7-1726x2048.png 1726w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-7-1920x2278.png 1920w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-7-262x311.png 262w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-7-169x200.png 169w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-7-362x430.png 362w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-7-135x160.png 135w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1678821272055\"><strong class=\"schema-how-to-step-name\">Search or locate the action step called &#8220;Order Add Tag&#8221;.<\/strong> <p class=\"schema-how-to-step-text\">Use the search bar to narrow the list of action steps.<img loading=\"lazy\" decoding=\"async\" width=\"3024\" height=\"2870\" class=\"wp-image-6528\" alt=\"shopify order auto tag\" src=\"https:\/\/www.getmesa.com\/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-8.png\" style=\"max-width:100%;\" srcset=\"https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-8.png 3024w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-8-300x285.png 300w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-8-1024x972.png 1024w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-8-768x729.png 768w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-8-1536x1458.png 1536w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-8-2048x1944.png 2048w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-8-1920x1822.png 1920w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-8-328x311.png 328w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-8-211x200.png 211w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-8-453x430.png 453w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-8-169x160.png 169w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1678821277343\"><strong class=\"schema-how-to-step-name\">Add the tag you want these orders to be tagged in your Shopify admin. <\/strong> <p class=\"schema-how-to-step-text\">For this example, we simply use the value &#8220;pos&#8221;.<img loading=\"lazy\" decoding=\"async\" width=\"3024\" height=\"3160\" class=\"wp-image-6529\" alt=\"auto tag pos orders\" src=\"https:\/\/www.getmesa.com\/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-9.png\" style=\"max-width:100%;\" srcset=\"https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-9.png 3024w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-9-287x300.png 287w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-9-980x1024.png 980w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-9-768x803.png 768w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-9-1470x1536.png 1470w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-9-1960x2048.png 1960w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-9-1920x2006.png 1920w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-9-298x311.png 298w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-9-191x200.png 191w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-9-411x430.png 411w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-9-153x160.png 153w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1678821288718\"><strong class=\"schema-how-to-step-name\">Save your workflow.<\/strong> <p class=\"schema-how-to-step-text\">When prompted, give it a unique name and be sure your email address is correct in the event your workflow needs to notify you about any issues.<img loading=\"lazy\" decoding=\"async\" width=\"3024\" height=\"1730\" class=\"wp-image-6530\" alt=\"auto tag shopify orders workflow\" src=\"https:\/\/www.getmesa.com\/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-10.png\" style=\"max-width:100%;\" srcset=\"https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-10.png 3024w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-10-300x172.png 300w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-10-1024x586.png 1024w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-10-768x439.png 768w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-10-1536x879.png 1536w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-10-2048x1172.png 2048w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-10-1920x1098.png 1920w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-10-544x311.png 544w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-10-350x200.png 350w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-10-752x430.png 752w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-10-280x160.png 280w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1678821297861\"><strong class=\"schema-how-to-step-name\">Turn your workflow on.<\/strong> <p class=\"schema-how-to-step-text\">You&#8217;re done!<img loading=\"lazy\" decoding=\"async\" width=\"3024\" height=\"1730\" class=\"wp-image-6531\" alt=\"auto-tag pos orders shopify\" src=\"https:\/\/www.getmesa.com\/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-11.png\" style=\"max-width:100%;\" srcset=\"https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-11.png 3024w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-11-300x172.png 300w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-11-1024x586.png 1024w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-11-768x439.png 768w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-11-1536x879.png 1536w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-11-2048x1172.png 2048w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-11-1920x1098.png 1920w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-11-544x311.png 544w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-11-350x200.png 350w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-11-752x430.png 752w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-11-280x160.png 280w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \/><\/p> <\/li><\/ol><\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-cyan-bluish-gray-color has-alpha-channel-opacity has-cyan-bluish-gray-background-color has-background is-style-dots\"\/>\n\n\n\n<p><strong>Save yourself the setup. <\/strong>Use this template instead:<\/p>\n\n\n<div class=\"mesa-template-backend frontend-hidden\">\n    <p><strong>MESA Template ID<\/strong><\/p>\n    <p>tag-shopify-pos-orders<\/p>\n<\/div>\n\n<div class=\"mesa-template\" data-template=\"tag-shopify-pos-orders\"><\/div>\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>See this auto tag workflow in action!<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"See how to auto tag Shopify orders from Retail POS\" width=\"1170\" height=\"658\" src=\"https:\/\/www.youtube.com\/embed\/jwq6x7QB3-I?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><figcaption class=\"wp-element-caption\">Watch a demo of how Retail POS orders get auto-tagged in your Shopify admin.<\/figcaption><\/figure>\n\n\n\n<aside class=\"section-single-related\" aria-labelledby=\"related-heading-4712\">\n\t<p id=\"related-heading-4712\">\n\t\tRelated article:\n\t<\/p>\n\n\t<article class=\"card-aside\">\n\t\t<a href=\"https:\/\/www.getmesa.com/blog\/how-to-build-shopify-pos-solutions-for-retail-automation\/\" class=\"card-aside__link\">\n\t\t\t<figure class=\"card__image\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/how-to-build-shopify-pos-solutions-for-retail-automation-1024x576.png\" class=\"attachment-large size-large wp-post-image\" alt=\"Shopify POS\" srcset=\"https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/how-to-build-shopify-pos-solutions-for-retail-automation-1024x576.png 1024w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/how-to-build-shopify-pos-solutions-for-retail-automation-300x169.png 300w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/how-to-build-shopify-pos-solutions-for-retail-automation-768x432.png 768w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/how-to-build-shopify-pos-solutions-for-retail-automation-553x311.png 553w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/how-to-build-shopify-pos-solutions-for-retail-automation-356x200.png 356w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/how-to-build-shopify-pos-solutions-for-retail-automation-764x430.png 764w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/how-to-build-shopify-pos-solutions-for-retail-automation-284x160.png 284w, https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/how-to-build-shopify-pos-solutions-for-retail-automation.png 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\t\t\t<\/figure><!-- \/.card__image -->\n\n\t\t\t<p class=\"card__title\">\n\t\t\t\t<strong>How to Build Shopify POS Solutions for Retail Automation<\/strong>\n\t\t\t<\/p><!-- \/.card__title -->\n\n\t\t\t<span class=\"btn btn--outline card__btn card__btn--alt\" aria-hidden=\"true\">\n\t\t\t\tRead article\t\t\t<\/span>\n\t\t<\/a>\n\t<\/article>\n<\/aside>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Benefits-of-auto-tagging-orders-in-Shopify\"><\/span>Benefits of auto tagging orders in Shopify<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>By <a href=\"https:\/\/www.getmesa.com\/blog\/how-to-automatically-add-shopify-tags-to-products-and-more\/\">automatically tagging orders<\/a> based on their origin, you can easily identify orders that came from their website and those that came from POS units. This makes it easier to manage orders, track inventory, and fulfill orders more efficiently.<\/p>\n\n\n\n<p>Tagging orders also provides more accurate reporting. You can generate reports based on the source of the order (website, POS, mobile app, etc) and use this to better understand the sales performance across different channels. By knowing where an order came from, you can also tailor your marketing efforts to specific channels. For example, create targeted campaigns to promote your on-premise sales to customers who primarily buy in-store.<\/p>\n\n\n\n<p>Additionally, you can create fulfillment rules that are specific to each sales channel. This can help streamline the fulfillment process and improve the accuracy of order shipments. By understanding where an order originated, you can also provide better customer service to your customers. For example, if a customer has a question about their order, you can quickly identify whether they placed it through the website or POS, and then provide more targeted assistance.<\/p>\n\n\n\n<p>Automation apps for Shopify can be an effective way to streamline processes and make things easier to manage. Utilizing apps like MESA makes it possible for order management to be more efficient and to accomplish tasks faster. Additionally, it helps with tagging orders, so you can quickly find and follow up on existing customer data.<\/p>\n\n\n\n\n\n<div class=\"card-next-steps\">\n\t<div class=\"card__content\">\n\t\t<h4>What to do next&#8230;<\/h4>\n<p>The fastest way to see automation working in your store is to start with a single workflow.<\/p>\n<ol>\n<li><a href=\"https:\/\/www.getmesa.com\/pricing\"><strong>Try MESA free<\/strong><\/a> \u2014 start a 7-day free trial and get your first workflow running.<\/li>\n<li><a href=\"https:\/\/www.getmesa.com\/templates\"><strong>Browse the template library<\/strong><\/a> \u2014 pre-built workflows for the most common Shopify automation tasks.<\/li>\n<li><a href=\"https:\/\/www.getmesa.com\/yedric\"><strong>Talk to Yedric<\/strong><\/a> \u2014 describe what you want to automate, and let our AI assistant build it for you.<\/li>\n<li><a href=\"https:\/\/www.getmesa.com\/support\"><strong>Get free workflow setup<\/strong><\/a> \u2014 MESA&#8217;s team will build your first workflow at no cost.<\/li>\n<\/ol>\n\t<\/div><!-- \/.card__content -->\n\n\t\n<div class=\"socials card__socials\">\n\t<ul>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/twitter.com\/getmesa\" target=\"_blank\">\n\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/twitter-icon.svg\" class=\"attachment-small size-small\" alt=\"icon: twitter\" \/>\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/www.youtube.com\/@getmesa\" target=\"_blank\">\n\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/youtube-icon.svg\" class=\"attachment-small size-small\" alt=\"icon: youtube\" \/>\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/www.linkedin.com\/company\/9754608\/\" target=\"_blank\">\n\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.getmesa.com/blog\/wp-content\/uploads\/linkedin-icon.svg\" class=\"attachment-small size-small\" alt=\"linkedin icon\" \/>\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t<\/ul>\n<\/div><!-- \/.socials -->\n<\/div><!-- \/.card-next-steps -->\n","protected":false},"excerpt":{"rendered":"<p>Managing orders from multiple channels is a challenge for many retail managers. Whether it be a brick-and-mortar store or other&#8230;<\/p>\n","protected":false},"author":1,"featured_media":6520,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[48],"tags":[269,290],"class_list":["post-6519","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-workflow-tutorials","tag-filter","tag-shopify-pos"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.8 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to auto tag Shopify orders from Retail POS - MESA<\/title>\n<meta name=\"description\" content=\"Learn how to quickly and easily Shopify auto tag orders from any retail Point of Sale for your Shopify admin with this step-by-step tutorial.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.getmesa.com\/blog\/how-to-auto-tag-shopify-orders-from-retail-pos\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to auto tag Shopify orders from Retail POS\" \/>\n<meta property=\"og:description\" content=\"Managing orders from multiple channels is a challenge for many retail managers. Whether it be a brick-and-mortar store or other online stores, having an\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.getmesa.com\/blog\/how-to-auto-tag-shopify-orders-from-retail-pos\/\" \/>\n<meta property=\"og:site_name\" content=\"MESA\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/web.facebook.com\/mesabyshoppad\/\" \/>\n<meta property=\"article:published_time\" content=\"2023-03-14T22:44:05+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-12-22T23:35:43+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.getmesa.com\/blog\/wp-content\/uploads\/tutorial-retail-pos-to-shopify-tag.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1280\" \/>\n\t<meta property=\"og:image:height\" content=\"720\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Ryan ODonnell\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@getmesa\" \/>\n<meta name=\"twitter:site\" content=\"@getmesa\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Ryan ODonnell\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"11 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.getmesa.com\\\/blog\\\/how-to-auto-tag-shopify-orders-from-retail-pos\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.getmesa.com\\\/blog\\\/how-to-auto-tag-shopify-orders-from-retail-pos\\\/\"},\"author\":{\"name\":\"Ryan ODonnell\",\"@id\":\"https:\\\/\\\/www.getmesa.com\\\/blog\\\/#\\\/schema\\\/person\\\/5ed8ee9c6f19090c4d5acb4f45efacb4\"},\"headline\":\"How to auto tag Shopify orders from Retail POS\",\"datePublished\":\"2023-03-14T22:44:05+00:00\",\"dateModified\":\"2025-12-22T23:35:43+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.getmesa.com\\\/blog\\\/how-to-auto-tag-shopify-orders-from-retail-pos\\\/\"},\"wordCount\":718,\"publisher\":{\"@id\":\"https:\\\/\\\/www.getmesa.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.getmesa.com\\\/blog\\\/how-to-auto-tag-shopify-orders-from-retail-pos\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.getmesa.com/blog\\\/wp-content\\\/uploads\\\/tutorial-retail-pos-to-shopify-tag.jpg\",\"keywords\":[\"filter\",\"shopify pos\"],\"articleSection\":[\"Workflow Tutorials\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.getmesa.com\\\/blog\\\/how-to-auto-tag-shopify-orders-from-retail-pos\\\/\",\"url\":\"https:\\\/\\\/www.getmesa.com\\\/blog\\\/how-to-auto-tag-shopify-orders-from-retail-pos\\\/\",\"name\":\"How to auto tag Shopify orders from Retail POS - 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step"}],"image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.getmesa.com\/blog\/how-to-auto-tag-shopify-orders-from-retail-pos\/#schema-image-dd2bc207020617331141f8cf41b2e308","url":"https:\/\/www.getmesa.com\/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-5.png","contentUrl":"https:\/\/www.getmesa.com\/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-5.png"}},{"@type":"HowToStep","url":"https:\/\/www.getmesa.com\/blog\/how-to-auto-tag-shopify-orders-from-retail-pos\/#how-to-step-1678821258945","name":"Next, add the value \"pos\" to the field condition.","itemListElement":[{"@type":"HowToDirection","text":"This completes the rules so the workflow knows to proceed when there is a 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step."}],"image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.getmesa.com\/blog\/how-to-auto-tag-shopify-orders-from-retail-pos\/#schema-image-5fc911cbbd4db175e96ffcc11b9bcbe3","url":"https:\/\/www.getmesa.com\/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-7.png","contentUrl":"https:\/\/www.getmesa.com\/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-7.png"}},{"@type":"HowToStep","url":"https:\/\/www.getmesa.com\/blog\/how-to-auto-tag-shopify-orders-from-retail-pos\/#how-to-step-1678821272055","name":"Search or locate the action step called \"Order Add Tag\".","itemListElement":[{"@type":"HowToDirection","text":"Use the search bar to narrow the list of action steps."}],"image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.getmesa.com\/blog\/how-to-auto-tag-shopify-orders-from-retail-pos\/#schema-image-46c3fef9d18dc60860157b623d4c0a63","url":"https:\/\/www.getmesa.com\/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-8.png","contentUrl":"https:\/\/www.getmesa.com\/blog\/wp-content\/uploads\/tutorial-shopify-tag-pos-8.png"}},{"@type":"HowToStep","url":"https:\/\/www.getmesa.com\/blog\/how-to-auto-tag-shopify-orders-from-retail-pos\/#how-to-step-1678821277343","name":"Add the tag you want these orders to be tagged in your Shopify admin.","itemListElement":[{"@type":"HowToDirection","text":"For this example, we simply use the value 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