Add a Tag to a Prebook Line

In this article, you will learn how to associate tags with Prebook Lines.

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

You can use Prebook tags to search products from the Prebook’s https://kometsales.atlassian.net/wiki/spaces/KB/pages/3331404 or the https://kometsales.atlassian.net/wiki/spaces/KB/pages/3343038.

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Add Tags to a Prebook line

  1. Go to Prebooks & SO's and select Add Prebook.

  2. Create the Prebook header.

  3. Add a Prebook line.

  4. While adding the Prebook Line, click on Add Tags.

  5. Enter the needed tags.

  6. Click on Save.

You can see a product’s tag by hovering over the tag icon next to the product’s name in the Prebook Details.

  • You can add a tag to a Prebook line created by clicking on Edit from the Actions column.

  • Tags entered here will be printed on the Pick Ticket.

  • You can use generic and corporate tags when creating prebooks for Multilocation Companies. For further information, please read https://kometsales.atlassian.net/wiki/spaces/KB/pages/3329640 .

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Add tags to a Prebook line after creating the Prebook header from the Add Prebook screen.

 

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