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Add a Tag to a Prebook Line

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 Bulk Purchasing Mode or the Fulfillment View.

Table of Contents

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 Corporate Purchasing - Multiple Location Companies .

If you want to refresh your memory on how to create Prebooks, read Create a Prebook.

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

 

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