What is the order item tag?
The order item tag feature allows you to do the marking under the ordered items. It is a note for the internal admin to use to do the marking for the item.
Example:
1) You can create a tag of a PO number & tag it on the item. So, you will know that you have made the restock for the item.
2) You can create a tag to indicate the warehouse & tag it on the item. So, you will know that the item will be issued from which warehouse.
Let’s take a look at how to utilize it to ease your job.
Create the tag from the system
Step 1: Click the ‘Tag‘ from the Menu on the left.
Step 2: Create the Label for the tag. Example as the image below.
How to label the tag for the ordered items?
Step 1: Click the ‘Order Items‘ from the Menu & do the filter to search for the ordered items.
Step 2: Click on the ordered item to add the tag.
How do the filtering of the tag under ‘Order Items’?
Step 1: Go to ‘Order items‘ from the menu on the left.
Step 2: Click the button ‘ADD FILTER‘ and select ‘Tags‘.
Step 3: Select the tag label name that you want.
Step 4: Optional to add a filter for the item tag created time frame to narrow the search.
Step 5: You will see the screen show the item with the tag. Optional, you can export to CSV.
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Rename the tag after restocking is done, the tagging will be updated accordingly
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Overwrite, Append or Remove the tag in the order view
Step 1: Click on the order to the order view.
Step 2: Select the ordered item.
Step 3: Click on the ‘Tag‘ icon on the upper right. And, selection the action to update the tag.
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Bulk update the tag from the order items view
Step 1: Go to ‘Order items‘ from the menu on the left.
Step 2: Select the order items.
Step 3: Click on the ‘Tag‘ icon on the upper right.
Step 4: selection the action to update the tag.
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