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How to Add Tags to a Sales Order?
How to Add Tags to a Sales Order?

Learn how to add or assign tags to sales orders with these simple steps.

Sharvari Joshi avatar
Written by Sharvari Joshi
Updated over a week ago

This guide will walk you through the simple process of adding or assigning tags to sales orders.

Tags are a vital function that gives specific identities to sales orders. By assigning tags, you can easily find particular types of sales orders using the search bar in the sales orders window.

Tag

A tag is a label attached to someone or something to provide identification or other relevant information.

To add or assign a tag to a sales order, follow the steps outlined below:

Step 1: Select "Manage Sales" from the Navbar and click on "

Sales Orders."

Step 2: Select and open the "Sales Order

" (as shown) to which you want to assign a tag.

Step 3: Click on "Edit

" to open a new window where you can assign a tag.

Step 4: Scroll down to the bottom of the window to add a "Tag Section," where you have to enter keywords and tap on the "Enter Key" of the keyboard to assign a tag.

Now click on update or "Update & Close" to set up the new updates.

Update – to update new changes and move on to others.

Update &close – update the new changes or additions and close the window.


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