How do I organize my items using Tags?

Admins can search for items put them into groups called Tags. With a Tag, an Admin can group together items that are often billed together or have various types of the same item. 

From Accounts, Select Inventory.

Select Tag then select Add Tag.

From the Tag pop up, fill in the Tag Name and search from the Inventory List for the items you want to associate with the Tag.

Note: Admins can search for an item by both Part No and Item Name.

Once you found the Item drag and drop that Item to the column titled “Item Associated With The Tag” and select Add.

Note: An Item can be associated with one or more tags.

Once that Tag is created Admins can edit, adding additional items and delete the Tag at any time.