Tags – Managing Sales Tags

Adding tags to sales quotations and orders makes it easier to find and identify these entries. It also lets you customize these tags to fit your style preferences. Click the Configuration tab and choose ‘Tags’ from the dropdown list to display them.

This window displays every tag produced in the module along with information about it, such as the “Tag Name” and related “Color.” To find and classify these entries according to certain criteria, use the Filters and Group By options. ‘Favorites’ allows you to store any filter or make it the default.

To include a new tag in the list, use the Create button.

As shown above, a new line appears below the list. Choose a color and a name for the new tag. Once these details have been added, select “Save.