Adding Tags to New Formulas
Click Create New to create a new product.
Name your formula, add the Workspace, and type the name of any tag you'd like to apply to your product. For example: sales category, sales region, etc. You will see previously created tags as options, or you can type and click to create a new tag.
Click Save New Formula.
Adding Tags to Existing Formulas
Click into one of your products.
Click Edit Formula Details.
Add a tag by typing the name of any tag you'd like to apply to your product. For example: sales category, sales region, etc. You will see previously created tags as options, or you can type and click to create a new tag.
Filtering by Tags
Filter Products by Tags
Click Products.
Click Filters.
Type to begin searching for a tag, and select the tag to filter for only products with this tag.
Filter Materials by Tags
Click Materials.
Click Filters.
Type to begin searching for a tag, and select the tag to filter for only materials with this tag.
Filter Packaging by Tags
Click Packaging.
Click Filter by tag.
Type to begin searching for a tag, and select the tag to filter for only packaging materials with this tag.
Filter Vendors by Tags
Click Vendor.
Click the Tags dropdown.
Type to begin searching for a tag, and select the tag to filter for only vendors with this tag.
