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Learn how to use the platform along with some tips and tricks

Restrict the tags vendors can use

Create a list of approved tags, so only tags from it can be added to a vendor.


By default, you can tag a vendor with anything. Set up a list of approved
tags, and only tags from that list can be added to a vendor from then on.

Set your approved tags

  1. Open Settings, then click Customizations.
  2. In the Approved Tags card, click the blue pencil icon.

The Customizations page, with Approved Tags empty and its edit-tags pencil icon

  1. In Add a tag, type a tag and press Enter. Repeat for each tag you
    want to allow.
  2. Click Save.

Tag1, Tag2 and Tag3 entered as the market's approved tags, ready to save

Tag a vendor

  1. Open Vendors and click the vendor you want to tag.
  2. In the Vendor Tags card, click the blue pencil icon.
  3. Start typing a tag, then click one of the suggestions.

Adding a tag to a vendor's record, with only the market's approved tags suggested

  1. Click Save.

The vendor now carrying its assigned approved tag

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