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Shipment Categorization and Filtering

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Written by Ondřej Průša
Updated over a week ago

Labels are a flexible tool for organizing and filtering your shipments. You can create your own label system for tracking specific situations, marking important shipments, or measuring the success of your processes.

What are labels for?

Labels help you:

  • Categorize shipments according to your needs

  • Filter shipments in the shipment list

  • Analyze specific groups of shipments in analytics

  • Track the results of your processes

Practical use of labels

Use Case 1: Tracking called shipments

When contacting a customer about a return shipment in the problem shipments section:

  1. Add the label "Customer contacted"

  2. In the problem shipments analytics, you can then evaluate the success of these interventions

Use Case 2: Automatic labeling of inactive shipments

Using automations, you can automatically add labels. For example:

  • Create a label "Inactive shipment"

  • Set an automation rule: "When a shipment is inactive for 5 days, add the label"

  • You can then easily filter and address these shipments

Use Case 3: Priority shipments

For VIP customers or urgent deliveries:

  • Mark shipments with the label "Priority"

  • Create your own filter in the shipment list

  • Track these shipments preferentially

How to work with labels

Creating a label

In the Settings > Labels section:

  1. Click the "Create label" button

  2. Enter the label name

  3. The label is immediately available for use

Adding a label to a shipment

You can add labels in several ways:

  • Directly in the shipment detail

  • Bulk in the shipment list

  • Automatically using automation rules

Filtering by labels

You can use labels for filtering:

  • In the shipment list using the label filter

  • In analytical dashboards for detailed analysis

Tips for effective label use

Best practices

  • Create a consistent label naming system

  • Use labels to track specific processes and their success

  • Combine labels with automations for automatic shipment labeling

  • Regularly review and clean up unused labels

Automations with labels

You can effectively combine labels with automations:

  • Automatic addition of labels based on shipment status

  • Marking shipments based on inactivity time

  • Categorization based on delivery type or carrier

  • Tracking specific situations in delivery

Automation example: When a shipment is inactive for 5 days (has no status updates), add the label "Inactive shipment". This allows you to easily filter shipments that are "stuck" in transit and proactively address them.

Analytics with labels

Use labels for advanced analysis:

  • Track delivery success for different shipment categories

  • Measure the effectiveness of your internal processes

  • Evaluate customer support success

  • Identify problematic areas in delivery

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