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.

Creating Tags

1. In the menu on the left side of the screen, select Dictionaries → Tags.
2. Select Create tag in the toolbar.

3. Select the type of tag you want to create: Product Tag or Contractor Tag.
4. 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:

1. In the menu on the left side of the screen, select Dictionaries → Contractors.
2. Double-click the desired contractor, or choose the Edit icon (pencil icon).
3. In the window that appears, go to the Tags field. Add or remove the necessary tag.

4. 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

1. In the menu on the left side of the screen, select Dictionaries → Products.
2. Find the necessary product using the filters.
3. Select the product to open fields for editing. Then go to the Tags tab.

4. Set the necessary tags by moving the slider to the desired position (enable or disable the tag for the product).
5. Click Save.

When Creating a New Product

It is possible to automatically assign one or more tags when creating a new product.

1. In the menu on the left side of the screen, choose Settings. Then select the Company tab 🠒 Catalogs
2. Double-click the desired catalog, or click the Edit icon.
3. In the editing window, go to the Novelty Tags tab.
4. Select the necessary tags.
5. Click Save.

Managing with Scripts

In Pricer24, you can automatically assign or remove tags according to business processes.

Updated on: 28/08/2024