A workflow tag is a label you put on a purchase order (PO) to show where it is, like "Shipped" or "Delayed". It's optional.
Tag a purchase order
Go to ConnectStock, then Purchasing, then Purchase Orders, and open the purchase order. Click Edit.
Click the Workflow Tag box and pick a tag.
Need a new tag? Type its name, click Add New, then click Create. Pick the new tag from the list.
Save the PO.
Change the tag any time as the order moves along.
Some ideas for tags:
Deposit Given
In Production
Shipped
Delayed
Needs Attention
Find POs by tag
On the Purchase Orders page, click Filter, tick a tag under Workflow Tag, then click Done. Pick "No Tag" to see POs that don't have one yet.
Rename or delete a tag
Go to ConnectStock, then Lists, then PO Workflow Tags. Click More next to a tag to edit or delete it.
Frequently asked questions
Can I put more than 1 tag on a PO?
No. Each PO has 1 workflow tag at a time.
Can I merge 2 tags?
No. Change the POs to the tag you want to keep, then delete the other one.
Is a workflow tag the same as an invoice tag?
No. Workflow tags are for purchase orders only. Invoice tags are separate.