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
- Follow the steps to create a new PO.
When ready, click the Issue PO button to see a preview of the PO.
On the top right, add Order Tags in the dropdown menu.
- 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:
- 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
- Click on the Order you wish to add an Order Tag to.
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
- Click Save.