Using Tags on Orders

  • Updated

Creating tags on orders is a way to display important items related to that order/customer as well as alert a user of items that need to be addressed.

The system comes with 4 predefined tags:

  • Damage
  • Delivery
  • Late
  • VIP

Creating Tags

Accounts can also create their own custom tags. To create a custom tag or edit an existing tag:

  • Go to Settings - Tags
  • Select + Add Tag
  • On the New Tag page include the following information:
    • Label: name of the tag
    • Description: include an optional description of the tag
    • Color: the color will distinguish each tag on the Order
    • Dashboard: Tags can be added to the Orders Widget on the dashboard. Include the parameters for this tag.

Add_a_custom_Tag.png

Adding Tags

Adding Tags on Orders

Tags can be manually assigned to an order using the following steps:

  • Open the Order
  • Select the Status row at the top of the order
  • In the Tags window, check the tags you want assigned to the order
  • Hit OK. Added tags will show in the status row
  • Save your changes on the Order.

Adding_tags_on_orders.png

Tags will show on the Orders in the same section as the statuses (i.e. confirmed, paid, waivers signed, etc.)

 

Tags_on_Orders.png

Orders can have a maximum of 5 Tags

Adding Tags from Bookings

Tags can also be added to Orders from Bookings:

  • Select from the Bookings or Dashboard tab
  • Find the Order
  • Right-click with your mouse on the Order
  • Select Tags
  • Choose the Tag to add to the order

Adding_Tags_from_Bookings_Tab.png

Pro Tip! You can use the Filter icon on the Bookings Tab to search for orders with the same Tag.

Filtering_Tags.png

Using Tags on the Dashboard

Custom and pre-defined tags can be added to the Orders widget on the Dashboard.

  • Select the Settings icon on the Dashboard
  • Select Tabs
  • Add the Tags you want using the + icon to the Selected Tabs column.

Tags will show as options along with the Tabs on the Orders Widget.

Tags_on_Orders_Widget.png

It is recommended to only have no more than 8 tabs/tags on the Orders Widget.

 

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