Tags are a useful way of visually indicating additional information and, in certain cases, can also trigger actions to be carried out by default.
There are three types of tags available:
All tags have an icon used to identify them along with a description.
All tags can be saved as defaults on customer records if desired, so users are not having to enter them manually each time. Learn more about this here: PDM Web Tutorials - Creating Orders
Only customer tags have the additional ability to trigger default order tasks.
There are 6 default customer tags already in place:
- Delivery service
- Customer collects
- Morning deliveries
- Afternoon deliveries
- Evening deliveries
- Night deliveries
Learn how to add and edit tags here: