Inventory Tags allow you to quickly group, organize, and filter inventory data throughout the Inventory Modules. They are particularly useful when working with large inventories, making it easy to perform bulk actions, add groups of Inventory to Purchase Orders, and create customized reports based on the applied Tags.
Adding Tags to Inventory
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Navigate to the desired Inventory module.
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Open the Inventory item you wish to tag.
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Select one or more Tags from the Tag field.
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To create a new Tag, type the Tag name into the field and select Add in the dropdown.
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Save your changes.
Top Tip! Use the “Bulk Update Utility“ to apply Tags to Inventory in Bulk but be aware that this will clear any tags that have been previously applied to the selected Inventory.
Click here to read the Bulk Update Utility Guide.
Filtering Tags
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Navigate to the Desired Inventory Module.
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Use the Search Bar in the “Tag” Column of the Grid.
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By typing in the name of a Tag, the grid will filter the inventory list and only display matching results.
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You can now generate reports or carry out bulk actions like adding Inventory to a PO
To read our “Using Tags“ Best Practices Article Click Here.