How to Add Tags in Flovix

How to Add Tags in Flovix

The Tags feature in Flovix allows you to create and manage tags that help categorize and organize products, orders, customers, and other records across the system. Tags act as labels that make it easier to search, filter, group, and manage related data, improving both operational efficiency and reporting accuracy.

Key Features

• Create Tag Details: Define a unique tag name, code, and optional description for easy identification.
• Assign Tags to Records: Apply tags to products, categories, orders, customers, and other supported records.
• Branch or Category Assignment: Optionally associate tags with specific branches or product categories.
• Search and Filter: Quickly locate and organize records using tags throughout the system.
• Tag Management: Edit, activate, or deactivate tags as your business requirements change.
• Using tags effectively in Flovix helps maintain well-organized data, improves searchability, simplifies record management, and provides more meaningful reporting.

Steps to Add a Tag

1. Click List.
2. Click Tags.
3. Click Add New.
4. Enter the required tag information.
5. Click Save to create the tag.

Verification

After saving, the new tag will appear in the Tags list. You can assign it to supported records to improve organization, simplify filtering and searching, and generate more accurate reports.