How to Create and Use Tagging

What is the Tagging feature used for?

Imagine you have a filling cabinet filled with papers, but instead of folders, you can add coloured sticky notes to each document. These sticky notes are your tags.

You can create your own tags, so let's say you make a yellow sticky note labeled "Tag A" for all your sales invoices. Then, you can add that same yellow sticky note (Tag A) to any other document related to that sale, like purchase invoices or delivery orders. 

Tagging lets you organize your documents with custom labels.

How to use the Tagging feature?

1. Create any document like the usual, for this we'll be going to Sale Invoice ; 

How to Create Sale Invoice

2. When creating Sale Invoice, click on Tagging

3. In the Popup, you type any label you'd like and it will create on the go. Once done hit Save

For example, if you enter "Tag A" and it will then create "Tag A" on the spot.

4. Save your invoice

5. You can try by creating any other document and for this we will be using Sale Order;

How to Create Sale Order

6. Upon creating Sale Order, do the same thing you did as Sale Invoice

7. Type the same Tag you did when you created the Sale Invoice, and you'd notice the same tag

This means that Tag A is now available and can be used for all of your document types and they all share the same Tag A.

How to use the Tagging in Reports.

1. Click Reports and go to View More2. Tagging is applicable for all reports, but for this we'll use Profit and Losses

3. Click on the Filter Button

4. Choose the Tag that you created earlier and hit Apply

5. Your Report now is filtered by the Tag that you created