To simplify the organization and tracking of sales orders, you can add or remove tags directly from the sales orders page without needing to open each order individually.
This allows you to quickly and efficiently add tags such as "Delivered" or "Shipped", saving time and effort in managing orders.
This article outlines the steps to add or remove these tags.
Adding Tags for Each Sales Order
First, ensure you have created the tag you want to add at the sales order level Then, follow these steps:
Go to the Point of Sale module.
Open the “Sales Orders” page.
Click on "
" to add a tag to the sales order.
Select the ☑ checkbox next to the tag you want to add.
Click “Save”.
Note: If you want to remove a previously added tag, follow the same steps but uncheck the box in step 4.
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.