With Labels / Tags you can color-code and categorize documents and master data directly in list views — without opening the individual record. Labels help you keep track of your work and make important items immediately recognizable.
Typical use cases:
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Priority marking — prioritize orders and color-code them by urgency
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Review marking — flag items for clarification by other teams, e.g. open questions about orders or address verifications in B2B
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Status & information — mark special cases, e.g. logistics queries or ongoing verifications in account management
Labels are managed centrally under Basic settings > Labels / Tags. In the Tag types tab you will find an overview of all existing labels including color, identifier, and assigned group.
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Navigate to Basic settings > Labels / Tags.
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Click on +NEW.
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Fill in the fields:
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Name: the name displayed for the label in the interface
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Identifier: internal system identifier for the label (no spaces or special characters)
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Color: color used for the visual marking in the list view
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Group: assigns the label to a document type, e.g. address, order, invoice, or return
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Click on Save.
Tip
You can also create a new label directly when assigning one: Click on the label icon in the list view of a document and select +NEW in the popup.
Note
Labels are sorted in the selection list by creation ID. To change the order, delete the label and recreate it.
Labels are assigned directly in the list view — you do not need to open the record. Click on the label icon in the corresponding row. You can assign one or more labels to an entry, remove existing labels, or create new ones. Use the Create/edit labels button at the bottom of the popup to go directly to the central label management.
Labels are available in the following areas:
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Master data: Addresses, articles, projects
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Sales: Quotes, orders, invoices, credit notes, delivery notes
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Purchasing: Price inquiries, purchase orders, production
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Returns: Returns
In the Automatic labels tab you can define rules that set a label automatically — as soon as a specific document is printed or sent via auto-dispatch.
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First create the desired label under Tag types.
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Switch to the Automatic labels tab.
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Click on +New entry.
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Select the label and the trigger (printing the document or auto-dispatch).
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Select the document type the rule applies to (e.g. quote, production).
The rule appears in the automatic labels overview. The label will now be set automatically whenever the defined action is carried out.
In the Transfers (CSV/XML/EDI/PDF) module, labels can also be set automatically when incoming data creates a new document. The function is available for the following document types:
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Quote —
angebot -
Order —
auftrag -
Purchase order —
bestellung -
Credit note —
gutschrift -
Delivery note —
lieferschein -
Invoice —
rechnung -
Return —
retoure
Use color-coded labels to make orders sortable by priority in the order overview. Create labels such as "Priority 1 – Urgent", "Priority 2 – Today", and "Priority 3 – This week" and assign them different colors.
Note that labels do not automatically control logistics — they are a visual marker for your team. For actual prioritization in the shipping process, use the fast-lane flag which can be set directly in the order.
Set a label such as "In clarification – Customer service" on orders with open questions. The order remains available to logistics — the label does not block the dispatch process.
If you need to stop auto-dispatch for an order, use the Allow auto-dispatch or Delivery date fields in the order itself instead.
In B2B, you can set labels on addresses to mark ongoing verifications — for example a pending VAT ID check for EU customers, an export check, or an address verification for a new wholesale customer. Your team can then see at a glance which addresses have not yet been fully approved.
Labels do not have to signal an action item. You can also use them purely for classification — for example "VIP customer", "Wholesale", or "Test order". These labels help with filtering and sorting in overviews without implying that something needs to be done.