Last reviewed: 2026-10-11
What this is
A tag is a short label you put on a record so you can find it again. A note is a line of text your team leaves on a record, with who wrote it and when.
Orders, products, shipments, receipts, returns, clients and warehouses all take both. Tags is at the top of the record and Notes is at the bottom.
Add or remove a tag
- Open the record and click Tags.
- Type the tag and press Enter, or pick one from the list of tags already in use. It becomes a chip.
- To take a tag off, click the x on its chip.
Tags are saved as you add or remove them. There is nothing to save, and Cancel does not undo a tag.
Find orders by tag
On Orders > Orders, click the Tag filter and choose a tag. The list shows each tag that an order carries, with the number of orders.
Tags from your store
A tag that was set on an order in your Shopify store shows under the Tags field as an outlined chip with no x. It is read-only in CanShip, because it is set in the store. You can still add your own tags to the same order.
Add a note
- Open the record and go to Notes.
- Type in Add a note and click Add note.
The note shows who wrote it and when. A note added with Visible to the client off is marked Internal.
On an order, the number of notes shows beside the order number, and in the Orders list.
Reply to a note
- Click the reply arrow beside the note.
- Type your reply and click Reply.
The reply sits under the note it answers.
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