Working with tags
In Pricer24, you can create and assign tags to products and contractors. Tags are a convenient way to mark records, making it easy to quickly filter the necessary data in reports.
Tags are available in the M plan and above
In the menu on the left side of the screen, select Dictionaries → Tags.
Select Create tag in the toolbar.
Select the type of tag you want to create: Product Tag or Contractor Tag.
Fill in the required fields and select Save.
Field Descriptions:
Type – an auto-filled field that determines which type of records the tag will be available for (product or contractor)
Name – the name of the tag
Alias – used in scripts and synchronization tools; only lowercase Latin letters, numbers, and the symbols “-” and “_” are allowed
Icon – an optional field used to further highlight a tag. The icon library can be found here, where you can also view icon names. Start typing an icon name in the field and a dropdown list will appear from which you can select the desired icon.
Color – the color of the tag
Working with tag – for product tags, there are two modes: Manual and Script. Select Manual.### Зміна тегів
To edit a tag, hover over the tag (it will be highlighted in blue), then select the option you desire:
For contractor tags, there are three options:
Edit – allows you to edit the tag fields
Delete for All – deletes the tag from all records
Delete – deletes the tag from all records, then deletes the tag itself
For product tags, there is an additional option Tags:
Clicking on it opens the Product Tag Management Window. This option is very useful when you need to assign or remove a tag from an entire list of products. For example, if you want to assign a new tag to many products at once, or if you need to remove a tag but only from some products.
To assign or remove a tag from a contractor:
In the menu on the left side of the screen, select Dictionaries → Contractors.
Double-click the desired contractor, or choose the Edit icon (pencil icon).
In the window that appears, go to the Tags field. Add or remove the necessary tag.
Select Save.
Tags assigned to a contractor will be displayed in the contractor list.
There are several ways to assign or remove a tag from a product.
In the menu on the left side of the screen, select Dictionaries → Products.
Find the necessary product using the filters.
Select the product to open fields for editing. Then go to the Tags tab.
Set the necessary tags by moving the slider to the desired position (enable or disable the tag for the product).
Click Save.
It is possible to automatically assign one or more tags when creating a new product.
In the menu on the left side of the screen, choose Settings. Then select the Company tab 🠒 Catalogs
Double-click the desired catalog, or click the Edit icon.
In the editing window, go to the Novelty Tags tab.
Select the necessary tags.
Click Save.
If this module is not available to you, please contact technical support.
In Pricer24, you can automatically assign or remove tags according to business processes.
To implement this functionality, please contact technical support.
Tags are available in the M plan and above
Creating Tags
In the menu on the left side of the screen, select Dictionaries → Tags.
Select Create tag in the toolbar.
Select the type of tag you want to create: Product Tag or Contractor Tag.
Fill in the required fields and select Save.
Field Descriptions:
Type – an auto-filled field that determines which type of records the tag will be available for (product or contractor)
Name – the name of the tag
Alias – used in scripts and synchronization tools; only lowercase Latin letters, numbers, and the symbols “-” and “_” are allowed
Icon – an optional field used to further highlight a tag. The icon library can be found here, where you can also view icon names. Start typing an icon name in the field and a dropdown list will appear from which you can select the desired icon.
Color – the color of the tag
Working with tag – for product tags, there are two modes: Manual and Script. Select Manual.### Зміна тегів
Editing Tags
To edit a tag, hover over the tag (it will be highlighted in blue), then select the option you desire:
For contractor tags, there are three options:
Edit – allows you to edit the tag fields
Delete for All – deletes the tag from all records
Delete – deletes the tag from all records, then deletes the tag itself
For product tags, there is an additional option Tags:
Clicking on it opens the Product Tag Management Window. This option is very useful when you need to assign or remove a tag from an entire list of products. For example, if you want to assign a new tag to many products at once, or if you need to remove a tag but only from some products.
Working with Contractor Tags
To assign or remove a tag from a contractor:
In the menu on the left side of the screen, select Dictionaries → Contractors.
Double-click the desired contractor, or choose the Edit icon (pencil icon).
In the window that appears, go to the Tags field. Add or remove the necessary tag.
Select Save.
Tags assigned to a contractor will be displayed in the contractor list.
Working with Product Tags
There are several ways to assign or remove a tag from a product.
Products Dictionary
In the menu on the left side of the screen, select Dictionaries → Products.
Find the necessary product using the filters.
Select the product to open fields for editing. Then go to the Tags tab.
Set the necessary tags by moving the slider to the desired position (enable or disable the tag for the product).
Click Save.
When Creating a New Product
It is possible to automatically assign one or more tags when creating a new product.
In the menu on the left side of the screen, choose Settings. Then select the Company tab 🠒 Catalogs
Double-click the desired catalog, or click the Edit icon.
In the editing window, go to the Novelty Tags tab.
Select the necessary tags.
Click Save.
If this module is not available to you, please contact technical support.
Managing with Scripts
In Pricer24, you can automatically assign or remove tags according to business processes.
To implement this functionality, please contact technical support.
Updated on: 28/08/2024
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