Tags are used to mark important operations or documents in overviews, such as orders to be checked. The tags can be assigned as desired and set in tables. For example, orders to be prioritized can be marked. Likewise, clarification cases from logistics, which the customer service or in the B2B area, if an address check in account management is not yet fully completed, etc.
Tags can be used to mark a wide variety of processes:
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Prio marking: Prio levels and colors
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Check marker: Handover to other teams/marker for other teams
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Status and Information: Information on the status of special cases
Go to Tags > Tag types to find a list of all existing tags.
New tags can be created through the app or by clicking on +NEW.
The data is then entered into the fields and saved:
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Tag: Name with which the tag will be displayed in the interface
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Identifier: System internal identifier of the tag (without spaces and special characters)
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Color: Tag color: color with which thetagl marks the entries
A new tag can also be created directly when marking an entry with a tag. To do this, click on the tag symbolon the right side and select the button in the tag overview.
Tags can be used in the following modules:
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Master data: Addresses, Articles, Projects
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Sales: Inquiry, offers, orders, credit notes, delivery notes.
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Purchasing: Price inquiry, orders, production
A tag is assigned directly from the list view. To do this, click on the tag symbol to the right. For this entry, one or more tags can be assigned. The tags are displayed directly in the list. You can also create or edit new tags.
Starting with version 19.4, there is an additional option to set automatic tags that are set after the production document is printed. First, the tag itself is created. Then, the tab Automatic tags is used to define which tag should be set automatically for which document after the document has been printed. In the following example, the tag "printed" will be set automatically as soon as the production is printed.
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Create a tag as described above
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Click on +New Entry in the tab Automatic tags
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Select your tag and when it should be set (Print receipt or Auto-shipping)
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Select in which area your tag will be used (e.g. offers, credit note or production)
In the overview of the Automatic tags tab, you can see all the rules that have been defined.
In the example shown before, the tag "printed" is set automatically, as soon as a production is selected in the production overview and printed via batch processing.
Within the Transfers module it is possible that tag are also created automatically by the input. However, this is only the case when documents are created.
The function is currently adapted to the following document types:
'offer', 'order', 'purchase order', 'credit bill', 'delivery bill', 'production', 'invoice'.
Tags can be used as markers for prioritization and quick view in the Order overview. The tag does not independently control into logistics, for this there is the additional prioritization via the fast lane marker (can be set via the store or manually in the order and prioritizes in the logistics process or fulfillment the shipping orders).
The tag can be used to set a checkmark for other teams e.g. For customer queries about orders. The tag does not block the orders for the logistics. For this, the check mark for the auto shipment permit can be used in the order or the delivery date.
Status information for addresses for example the check of an address for the B2B area (VAT ID check for EU, export check, address check of new customers (wholesale customers)).