Tags

You can use tags to organize and structure content in tracezilla.

Tags are for internal use in the tracezilla application and will not appear on documents.

Generally, tags can be used to filter information in overviews and reports. It makes it easier to find certain SKUs, partners and orders in overviews.

You can use tags when setting up rules e.g. for fees, or customer discounts.

Tags can be used to categorize partners as customers, suppliers, forwarders, control organs etc. or to categorize SKUs.

Tags can be added to:

 

Some suggestions for uses of tags

  • SKUs can be categorized by assigning tags. The most common are Raw material, Finished goods, Packaging and Labels, Organic and Conventional. You can add other tags like soft drinks, colonial goods, bulk etc.
  • Tags can be used for setting up rules for partners, like VAT exemption and more.
  • Partners can be organized by tags, e.g. Customer, Supplier, etc.
  • Order tags can be added to Contracts, to indicate which orders are to be included in the progress of an agreement contract.
  • Tags are often used for synchronizing data in tracezilla’s Built-in integrations.

 

How to add a tag

You can see and edit all your tags in your Company Settings.

  1. Click your company name in the upper right corner and select Company Settings in the drop-down menu.
  2. Click Tags in the sub-section Structures and Classifications.
  3. To add a new tag, click Add New in the upper right corner.
  4. Enter the Name of the tag. add tag
  5. Select which content the tag should be available for.
  6. You can select a Color code to highlight the tag. This is optional.
  7. You can select a Class, e.g. Brand, product group, etc. This is optional. This can be relevant for integrations. Read more about tracezilla’s built-in integrations.
  8. You can select a Sort order, i.e. how a tag is ranked to other tags. 1 is the highest sort order.
  9. Click the button Save.

 

You can create tags on the go when you need them. Look for the +-symbol when creating orders, partners, service lines, SKUs etc. in the field Tags usually located in the tab Remarks in the order header or in the bottom of the dialog box.

Contact tracezilla Support, if you need help or guidance. You can see our opening hours at www.tracezilla.com

Outline