Order Tags can be added to your purchase order before or after you’ve issued the purchase order.

Option 1: Before you issue a PO

  1. Follow the steps to create a new PO.
  2. When ready, click the Issue PO button to see a preview of the PO.
  3. On the top right, add Order Tags in the dropdown menu.


  4. Click Send. The Order Tags will appear in the top left of the Order Details page.

Option 2: After you issue a PO

When logged into the platform, follow the below steps:

  1. Locate the order through global search or navigate through the Orders base by clicking into the order or hovering it to expand to open order details
  2. Click on the Order you wish to add an Order Tag to.
  3. On the Order Details page, click the + Add Order Tag link on the left side.
    Note: If there is at least one already added Order Tag, click the Pencil icon to edit the Order Tags. You can either add, edit, or delete

  4. Click Save.
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