Difference between revisions of "Manage vendor tags"

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(Add tags)
(Delete tags form vendor profiles)
 
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To do so, go to a vendor profile and press the '''"Tags"''' button:
 
To do so, go to a vendor profile and press the '''"Tags"''' button:
  
[[file:Tags.jpg|border|1000px]]
+
[[file:Vendor tags button.png|border|1000px]]
  
 
It will bring you to the '''Update tags list''' page.
 
It will bring you to the '''Update tags list''' page.
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Type a name for this tag and press the '''"Enter"''' key, or confirm it by clicking on the tag name that appeared in the drop-down list:  
 
Type a name for this tag and press the '''"Enter"''' key, or confirm it by clicking on the tag name that appeared in the drop-down list:  
  
[[file:CV add tag.jpg|border|300px]]
+
[[file:VP adding tags.png|border|350px]]
  
 
You can enter as many tags as you need at a time by repeating the steps described above.
 
You can enter as many tags as you need at a time by repeating the steps described above.
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Having entered all the necessary tags, press '''"Save"''' to apply them:
 
Having entered all the necessary tags, press '''"Save"''' to apply them:
  
[[file:CV add tag 2.jpg|border|300px]]
+
[[file:Vendor tags added 1.png|border|350px]]
  
 
You will be redirected to the vendor profile page.
 
You will be redirected to the vendor profile page.
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You can review all vendors that have a certain tag added right from this page by clicking on the tag name:
 
You can review all vendors that have a certain tag added right from this page by clicking on the tag name:
  
[[file:Active tags.jpg|border|1000px]]
+
[[file:Vendor Profile tags.png|border|1000px]]
  
 
Next time, when adding tags to another vendor, you will see all the tags you've already added in the drop-down list.
 
Next time, when adding tags to another vendor, you will see all the tags you've already added in the drop-down list.
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So you may add a new tag, or select the one from the drop-down list if the necessary tag is already available:
 
So you may add a new tag, or select the one from the drop-down list if the necessary tag is already available:
  
[[file:CV add tag 3.jpg|border|300px]]
+
[[file:Tags drop down list.png|border|350px]]
  
 
When vendors are tagged, you can easily find them using '''<U>[[Vendors list#Search vendors with filters|filters]]</U>'''.
 
When vendors are tagged, you can easily find them using '''<U>[[Vendors list#Search vendors with filters|filters]]</U>'''.
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To delete tags from a vendor profile, go to the vendor's profile and press the '''"Tags"''' button:
 
To delete tags from a vendor profile, go to the vendor's profile and press the '''"Tags"''' button:
  
[[file:Tags.jpg|border|1000px]]
+
[[file:Vendor tags button.png|border|1000px]]
  
 
Then click the cross next to the tag name and press '''"Save"''' to confirm changes:
 
Then click the cross next to the tag name and press '''"Save"''' to confirm changes:
  
[[file:CV tags delete.jpg|border|350px]]
+
[[file:Delete tag.png|border|350px]]

Latest revision as of 15:21, 30 August 2019

Add tags

You can add tags to your vendors.

You may use this option for any purposes you might have: to identify your vendors, group, categorize, or rate them etc.

To do so, go to a vendor profile and press the "Tags" button:

Vendor tags button.png

It will bring you to the Update tags list page.

Type a name for this tag and press the "Enter" key, or confirm it by clicking on the tag name that appeared in the drop-down list:

VP adding tags.png

You can enter as many tags as you need at a time by repeating the steps described above.

Having entered all the necessary tags, press "Save" to apply them:

Vendor tags added 1.png

You will be redirected to the vendor profile page.

You can review all vendors that have a certain tag added right from this page by clicking on the tag name:

Vendor Profile tags.png

Next time, when adding tags to another vendor, you will see all the tags you've already added in the drop-down list.

So you may add a new tag, or select the one from the drop-down list if the necessary tag is already available:

Tags drop down list.png

When vendors are tagged, you can easily find them using filters.

You can review the list of all the tags added to your vendors on the Vendors tags list page.

Delete tags form vendor profiles

To delete tags from a vendor profile, go to the vendor's profile and press the "Tags" button:

Vendor tags button.png

Then click the cross next to the tag name and press "Save" to confirm changes:

Delete tag.png