In this article, you will learn the benefits of using product tags and how to assign them.

User Roles: Admin, Procurement Manager, Sales Manager, and Setup.

Assign Product Tags

Product tags help you categorize products with additional keywords, enabling your team and customers to locate products easily in the system.

To add product tags, do the following instructions:

Go to Setup and select Products.
Click on the Add Product green button or click on Edit from the Actions column.
Enter the product tags in the Add Product window. To add multiple tabs, press the enter key to save the tag and add a new one.
Once you have finished, click on Save.

You can search products with tags from the following parts of the system:

Inventory Summary.
Create a New Invoice: when you go to Order Entry>Add Order and click on Add Items, you will be able to search for products in your inventory using the product tags filter.
Vendor Availability - Available Items
Confirm POs from the Vendor Portal: From this screen, you can use product and Customer Tags to search for specific products, confirm shipments, and export to Excel.
Allocations from Vendor Availability: In the Grower>Confirm PO, the product tags filter will appear when clicking on Substitute Item>Allocate From Vendor Availability.
Manage Prebooks from Vendor Availability: When creating a Prebook using Vendor Availability items, the system allows using the product tags to search for the available items. Also, if you click on Add Mixed Boxes, the Add item window will open, and you can also search for the products using product tags.

Add product tags from the Setup - Products screen.

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