How to add custom tags to your B2B orders

Written By Huda

Last updated 7 months ago

We allow you to automatically add specific tags to B2B POS orders created via the Extend POS for B2B app. You can configure these tags from the Admin panel under the Settings tab.

How to Set Tags

  1. Open the app’s admin panel

  2. Navigate to the Settings tab

  3. You'll see the following tag settings:

1. Set Global Tags

These are default tags applied to all orders created through the app.

  • If left blank: The app will automatically apply the following default tags:

    • POS

    • B2B

2. Pickup Tags

These tags are applied to Store Pickup orders only.

  • If left blank: The default tag Store Pickup will be added to pickup orders.

3. Shipping Tags

These tags are applied to Shipping orders only.

  • If left blank: No additional shipping-specific tag will be added unless configured.

Tag Format Rules

When entering tags, only use:

  • Letters (A–Z, a–z)

  • Numbers (0–9)

  • Spaces

  • Commas (,)

  • Underscores (_)

  • Dashes (–)

❗ Invalid characters may cause tags to be ignored.

Save Your Settings

After adding or modifying tags, click the Save button to apply your changes.

What Happens Next?

Once saved:

  • Any B2B orders created via the Extend POS for B2B & Wholesale app will include your defined tags.

  • If no custom tags are defined, default tags will be applied automatically.

  • You can verify that your custom tags have been successfully applied by going to Orders in your Shopify Admin. Open any order created via the Extend POS for B2B app, and you’ll see your custom tags listed in the Tags section of the order details.

    If you’re new and need help creating a B2B Order using our app in Shopify POS, click here to view our step-by-step guide.