Simplify managing your inventory by assigning relevant Tags to the files in your parts section. Quickly locate what you need by filtering through your tagged items.
💡Tags enable you to organize each part into multiple categories or groupings.
How to Create Tags
Navigate to your Settings Page
Select the Tags Module
Select Add to create your New Tag
Name your Tag and choose which modules you want the tag to apply to
How to Add Tags to Parts
Select the Desired Part
Go to edit the desired part
Select the Tag(s) in the tags dropdown
Select Save Changes
Best Practices for Using Tags with Parts
Keep tags simple and consistent
Use short, clear terms like “Electrical,” “Spare,” or “Critical”Avoid duplicating categories
Tags are best used for filtering or grouping across different types of parts — not replacing fields like Location or CategoryUse tags for search and filters
Tags make it easier to locate parts when filtering large inventoriesSet tag naming guidelines
Create team-wide naming standards to avoid duplicates like “Electrical” vs “electrical”