Automated Order Tagging Based on Order Status (Changes)
M
Maximilian Seedorf
Hey there,
We would like to propose a feature that could significantly improve workflows for merchants using Shopify — especially those working with post-purchase upsells or other processes that temporarily place orders in statuses like “on hold”, “payment pending”, or other intermediate states (see Shopify’s full list of order statuses: https://help.shopify.com/en/manual/fulfillment/managing-orders/order-status).
Shopify recently introduced the post-purchase upsell flow, which temporarily sets the order status to “on hold” while customers review an additional offer. Many merchants, including us, rely on an ERP system that should only sync orders after the upsell window has finished. Otherwise, the ERP receives incomplete orders before all line items have been added.
To solve this, we would love to see support for automated tagging rules based on order status changes. This could work in two flexible ways:
- Auto-tag orders when they enter a specific status
Example: When an order becomes on hold, automatically apply a tag (e.g., on-hold-erp-block) to exclude it from syncing.
- Auto-remove or update tags when the order status changes
Example: When the order moves from on hold to unfulfilled or partially fulfilled, automatically remove or replace the tag so the order can sync normally.
Even supporting just the second option — waiting for a specific status before the ERP sync starts — would already cover our primary use case.
Why this feature matters
Post-purchase upsells are becoming increasingly common in Shopify, and more apps and workflows will rely on temporary hold statuses. An automated status-based tagging mechanism would:
- Prevent premature ERP syncs
- Ensure accurate order transmission
- Reduce manual work and error potential
- Provide value to any merchant using upsells, fraud checks, inventory holds, or custom review flows
This would be highly beneficial not only for us, but for many other merchants facing similar challenges.
Is this something you could consider for the roadmap, or provide guidance on implementing?
Thank you!