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How to Create Tags for your Purchase Orders
How to Create Tags for your Purchase Orders

Use Tags to help better track your teams Purchase Orders

Updated over 6 months ago

Simplify managing your Purchase Orders by assigning relevant Tags to the files in your Purchase Orders section. Quickly locate what you need by filtering through your tagged items.


How to Create Tags

  1. Navigate to your Settings Page

  2. Select the Tags Module

  3. Select Add to create your New Tag

  4. Name your Tag and choose which modules you want the tag to apply to


How to Add Tags to Purchase Orders

  1. Select the Desired Purchase Order

  2. Go to edit the desired Purchase Order

  3. Select the Tag(s) in the tags dropdown

  4. Select Save Changes

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