Mark Prebooks with Tags
Overview
The system allows associating other tags according to your company's needs. This action can also be carried out while creating or editing a Prebook line. Read How to Associate Tags to Prebook Lines for further information.
Additional Options
The following options can be found under the Actions column:
Go to Purchase Orders>>Add PO. The system will take you to the Bulk Purchasing Mode. Select the PO line you want to mark with a tag.
Go to the Actions column and click on More Actions for the selected PO line. Then click on tags (You can also use the keyboard shortcut G+T, please read Keyboard Shortcuts for the Bulk Purchasing Mode for further information).
Now the PO line is marked with a blue icon. By placing the cursor over the icon, you will be able to see the associated tags.
Information
Please note that regular tags are identified with a blue icon while Corporate tags (in multilocation companies) are marked with a gray icon:
Related Articles
Roles enabled to perform this action: Admin, Sales Manager, Procurement Manager, Procurement User.