Order Tags

Order Tags are custom labels you can create and assign to orders and quotes. They help your team quickly identify and categorize orders at a glance, for example, flagging an order as Open, Closed, or Pending.

Each tag has a name and a color, making it easy to visually distinguish between different order states on the orders list.

How to Access Order Tags

1. Go to Settings from the left navigation.
2. Under Order & Quote, click Tags.
3. The Order Tags page will open, showing all existing tags.

Finding Your Way Around Order Tags

The page displays all your existing order tags in a table with the following columns:

• Name: The label that appears on the order or quote (for example, Open, Closed, Pending)
• Color: The color code associated with the tag, displayed as a colored swatch alongside the hex value
• Active: Whether the tag is currently in use. Active tags are available for reps to assign when creating or managing orders
• Edit icon: Click to update the tag's name, color, or active status

How to Add a New Order Tag

1. Scroll to the bottom of the tags table.
2. Click + Add Order Tag.
3. Enter a name for the tag (for example, "On Hold").
4. Assign a color to the tag. 
5. Save your changes. The new tag will appear in the table and become available on orders and quotes immediately.

How to Edit an Existing Tag

1. Find the tag you want to update.
2. Click the edit icon on the right side of that row.
3. Update the name, color, or active status as needed.
4. Save your changes.

How to Deactivate a Tag

If a tag is no longer relevant but you don't want to delete it, you can deactivate it. Deactivated tags won't appear as an option when reps are creating or managing orders.

1. Find the tag you want to deactivate.
2. Click the edit icon on the right side of that row.
3. Uncheck the Active checkbox.
4. Save your changes.