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Applying TagsAdd tags to any of the following records:
- Purchase Orders
Add or remove tags in bulk via the Bulk Actions menu:
Tip: To easily see which tags are already applied to your records, enable the Tags column via the gear icon on your Products, Orders, Contacts, and/or Purchase Orders pages.
Collaborating with TagsUse tags to collaborate on shared records. For example, use tags to communicate detailed order statuses on wholesale orders (Approved) and purchase orders (Awaiting Authorization, Awaiting Confirmation, and Pending Delivery).
- Sales by Product Tag
- Sales by Contact Tag
- POs by Tag
- Sales by Order Tag