Admin Orders | Tag Settings

Created by Richard Lin, Modified on Fri, 23 Sep 2022 at 10:11 AM by Richard Lin

Overview

This guide is intended to help you create tags in rezio Admin and facilitate the order management process.



JUMP TO



Orders > Tag Settings

Log in to rezio Admin and navigate to Tag Settings


  • Create Tags


Default tags are listed on the page, but you can click + Add to create a new one.


  1. Click the Status to enable or disable the tags: if the switch is in blue, the tags are enabled. If the switch is in gray, the tags are disabled. 

  2. Enter your desired label (tag) name.

  3. You can customize the Label color. Click the box to open the color selector, and then click the color you want; or enter the color code directly on the right.

  4. Click Save to complete the settings.


  • Manage your Tags

  1. Go to Tag Settings, you can enter the keyword in the search bar to filter your tags. 

  2. Click the Status to enable or disable the tags: if the switch is in blue, the tags are enabled. If the switch is in gray, the tags are disabled. 

Note: Some default tags are Required and cannot be disabled. But default tags that are Optional can be disabled. 

  1. If it is a customized tag, click the tag you want and you can start editing. 


 


  • Adding Tags to Bookings

You can use tags to classify or label your orders.


  1. After entering the order details page, click + Add on the upper left corner.

  2. Click on the label you want to use, and then click Confirm.

  3. After saving, the tags will appear in the upper left corner. Click X to remove the label.

  4. After setting the tags, you can select them to filter data in the order list and sales report. The following figure is an example of the use in the Order List.

 




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