Overview

Excerpt
This option allows users to enter tags to mark a given customer (for priority, for example). The tags you enter from this option can be used to filter orders in the Confirm POs screen of the Grower Portal and will be taken into account for the Mass Allocations, Confirm Shipments, and Export to Excel actions.

Instructions

Ui steps

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Ui step
Go to Setup > Customers.

Ui step
Click on the Search button to find the customer that you are going to set up the setting for.

Ui step
Under the Actions column click on "Edit".

Ui step
The Customer Information will pop-up, on the Setup tab click on the "Advanced" link.

Ui step
In "Tags" enter the tags that will identify the customer.

Ui step
Click on Save.

Panel

title	Related Articles

Filter by label (Content by label)

showLabels	false
max	10
showSpace	false
sort	title
cql	label in ( "customer-setup" , "territories" , "associate-territories" , "territory" )

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