How it works

Follow these 2 simple steps to tag POS orders with custom labels for easy identification

Shopify POS logo icon

POS Order Created
App connector: Shopify Retail POS • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors your Shopify POS system and starts the workflow whenever a customer completes a purchase at any of your physical store locations.

The trigger automatically detects new POS orders across all your store locations and captures the complete order data including customer details, items purchased, payment method, and location information. No configuration is required - it starts monitoring as soon as you activate the workflow. When a POS order is created, it immediately passes all the order details to the next step for processing.

Shopify logo icon

Order Add Tag
App connector: Shopify • Time to complete: 1 minute
Why this matters: This step applies a custom tag to the POS order in your Shopify admin, making it easy to filter, search, and identify orders that came from your physical stores versus online sales.

You'll configure what tag gets added to every POS order by entering your preferred label in the "What tag will be added to POS orders?" field. The default tag is "POS" but you can customize this to anything that works for your business, such as "In-Store", "Retail", or your specific store location name. The step automatically retrieves the order ID from the trigger and applies your chosen tag to that order in Shopify. Once tagged, you can easily filter your orders in Shopify admin to see all POS transactions or create reports based on sales channel.

Make it your own

Customize this workflow even further:

Add location-specific tags
Modify the tag to include the store location name or ID, so you can differentiate between sales from different physical locations like "POS-Downtown" or "POS-Mall".
Chain order processing actions
Extend this workflow by adding steps to update inventory levels, send order confirmations via email, or create customer records in your CRM system after tagging.
Set up conditional tagging
Add condition steps to apply different tags based on order value, customer type, or products purchased - for example, tagging high-value POS orders as "VIP-Sale".
Connect to reporting tools
Link this workflow to Google Sheets or other analytics platforms to automatically log tagged POS orders for sales reporting and performance tracking across channels.

Frequently asked questions

Can I apply multiple tags to POS orders with this workflow?
This workflow adds one tag per POS order, but you can duplicate the "Order Add Tag" step to apply multiple tags simultaneously, such as both "POS" and your store location name.
Will this workflow tag orders that were started online but completed in-store?
No, this workflow only triggers on orders created entirely through your POS system. Orders that begin online and are picked up in-store won't be tagged since they're classified as online orders in Shopify.
What happens if I change the tag name after the workflow is already running?
New POS orders will receive the updated tag name, but previously tagged orders will keep their original tags. You'll need to manually update existing order tags in Shopify admin if you want consistency across all historical orders.
What is a template?
MESA templates are fully pre-configured workflows built and vetted by Shopify Experts. Unlike competitor templates that provide basic scaffolds requiring extensive setup, MESA templates come with all data variables properly mapped, required fields configured, and steps ready to activate. You can turn them on immediately and start automating.
Can I customize a template?
Absolutely! While our templates work out-of-the-box, every step can be personalized to match your exact business requirements. Add conditional logic, integrate additional apps, or build more sophisticated workflows. MESA's templates provide a solid foundation that you can expand as needed.
Are templates free?
Yes! Our entire library of expert-built, production-ready templates is free to use. Unlike platforms that charge for premium templates or provide only basic scaffolds, MESA gives you access to hundreds of fully-configured, vetted workflows at no additional cost.

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