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What are tags and how can I use them?

Learn how to create and add tags to your suppliers.

Use tags to organize your suppliers based on criteria that your company decides on. For instance, you can add tags based on the product categories you buy, i.e. "aluminum" and "textiles". Or where their deliveries are used, like "Production", "Maintenance" or "Employee services". Create as many tags as you want. Use the tags to filter on your supplier list to get an overview of your suppliers.

Before you can add tags to your suppliers, you need to create them. This is how you do it:

  1. Go to My company in the left side menu, click the Settings tab and then Tags
  2. Enter new tag and click the + Add tag button

Create tags 1

 

How to add tags to your suppliers:

  1. Go to Suppliers in the left side menu and select the relevant supplier
  2. Click on the Edit supplier button in the upper right corner
  3. Scroll to the bottom of the page and click on + Add or remove tags
  4. You can search or click on the tags that appear to add them to the supplier. Tags that can be selected are shown in white with a + sign in front.
  5. Tags that are already in use on the supplier are listed under Tags for this supplier and are shown in purple with x signs behind them. If you want to delete a tag on the supplier, click on the x sign.
  6. Remember to click on Save changes
  7. You will now return to the Edit supplier page. Go to the bottom of the page and click Save to complete your changes for the supplier.

Add tags to supplier 1

 

Who can create and edit tags?

Users with admin and editor role can create and edit tags. You can also choose to only let administrators create and edit tags:

  1. Go to My company in the left side menu, click the Settings tab and then Tags
  2. Select roles in your company that can edit tags in the drop-down menu
  3. Select where tags can be created in the second drop-down menu. If you select All application, this means that tags can be created in Settings under My company, but also on the individual supplier. If you select Only in tag settings, users will not be able to create new tags directly on the supplier, but must do this under Settings in My company before the tag can be added to the supplier.

Create tags 2

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