Tags are the labels that are used to identify the supplier invoices by category. It allows group records from the various category by common use which facilitates finding or searching for information. It helps you to manage and organize your supplier invoices.
Adding Tags to Customize your Supplier Invoices
- Log in and access the Supplier Invoices app from the universal navigation menu.
- Click on the More(...) icon and select the Settings.
- In the Settings page, click on the Tags under the General settings.
- Here, you can view the types of Tags as the App Tag and Global Tag.
- App Tag - This is only appended to the supplier invoices. For Instance: If you are creating High Value as App tag, this is obtained only on the Supplier invoices app.
- Global Tag - It will be available to all the apps.For Instance: If you are creating High Value as a global tag, this will be accessible by all other apps.
- Click on the Create button.
- Enter the Name of the Tag in the Create Tag popup.
- Specify the type of the Tag and click on the create button to proceed.
- The new tag will get created and also you can edit the tag name by clicking on the edit button.
How do I apply tags?
- Go to the create supplier invoice page.
- Now, select an appropriate tag from the Tags field.
- You can add multiple tags at once.
- By clicking on the By tags option, you can easily view the list of supplier invoices that are grouped by tags.
