Tags are great way to organize your stock for searching purposes.  You can create as many tags as you need and you can add them to any stock you want to help you locate it faster.

You can search with the stock tags when reviewing inventory, creating a new PO or adding stock to an order


Creating a Stock Tag

Step    Action

  1.      Select {Settings} and then select {Stock} under Dockets.

  2.      Select Tags tab.

  3.      Select {New} under Tags. A New Tag modal window will open.

  4.     Enter new tag name.

  5.     Select {Save}. A results window will pop-up to indicate the selected tag

          has been saved.



Editing a Stock Tag

Step    Action

  1.      Select {Settings} and then select {Stock} under Dockets.

  2.      Select Tags tab.

  3.      Hover mouse over the name of tag to be edited and select the pencil icon that appears

           on the right-hand side of the name. An Edit Tag modal will open.

4.      Make required changes.

5.      Select {Save}. A results window will pop up to indicate the tag has been

         successfully saved.




Deleting a Stock Tag

Step    Action

  1.      Select {Settings} and then select {Stock} under Dockets.  2.  Select Tags tab.

 3.     Select entries under Tag to be deleted by checking boxes on the left-hand side.

         All entries can be deleted by checking box to left of {New} under Tag.

 4.     Select {Delete}. A window will pop-up to confirm selected items to be deleted.

 5.     Select {OK} to delete selected items. A results window will pop-up to indicate

         the selected tags have been deleted.