The Advantages of Using the Tagging Feature in the CommerceCore™
How to use tags in CommerceCore™ sales module

Tagging is a useful feature in CommerceCore™ that allows you to identify tasks quickly. Tags are available in many modules, including CRM, Sales, Contacts and many more. Tagging is a function that many business owners tend to overlook, but it's actually one of the most important when it comes to categorizing your tasks for easy search and sorting. 

In this blog post, we'll talk about how tags can be used as advantages in your CommerceCore™ platform, and how they will work for you in various sales operations.


The advantages of using the tagging feature in the CommerceCore™ sales module


Tags are an invaluable tool that can be used to classify and manage tasks. They also help you find information more quickly, as tags allow instant access into a record's details from anywhere in your system!

Let us explore some important advantages of using the tagging feature in the CommerceCore™sales module:

Searching

Tags can be used for quick search by typing in the tags name. This way, it's easy to find all records tagged with a certain word or phrase. You don't need to go through each record manually! All you have to do is type out the tag and CommerceCore™ will bring up relevant results within seconds. This will help you save a lot of time when searching for data.

Sorting 

Tagging also makes it easy to sort through your records with just one click! You can filter out irrelevant tags by typing in the '-' sign before each tag name, which works like an "Except" button in CommerceCore™. This way, you'll be able to bring up all relevant results without any hassle.

Filtering records 

Tagging also allows you to filter out certain data by typing in the tag within your search bar. You can select or unselect them according to your needs, allowing for easy organization of records. This will help you sort through relevant and irrelevant information with no effort on your end.

Tag Groups 

Tags allow you to create different groups for your records, which can be easily accessed by clicking on the arrow next to each tag name. This way, it's easy for you and your team members to find exactly what they're looking for amidst a sea of data! With just one click, all relevant results will pop up, allowing you to easily sort through your tasks.

Smart Search 

Tagging also allows for smart search, which will automatically tag relevant records with the right tags according to how you've tagged similar information in the past. This way, it's easy for people who are new on board to learn and use tagging without any hassle!

Collaboration 

The advantages of tagging feature in CommerceCore™ Tags make it easier for you and your team members to collaborate with each other, no matter how far away they are. All records can be tagged from anywhere within the system! This way, teams will always stay up-to-date on what's going on at all times.

Accessibility 

Tagging also makes it easier for you to share records with other people. Since tags are easy to understand and intuitive, no explanation is needed! This means that collaborators can access your data without any hassle or confusion whatsoever!

Managing Tasks 

Tags make it possible for you to set up an effective task management system within Odoo by creating different groups of tasks that can be accessed by your team members with a click of a button! This way, it's easy for you and your colleagues to manage different tasks at once.

Reporting 

Tags allow you to generate reports easily as all tagged records will automatically be included in the results. You don't need to go through each record manually anymore, because tags work like a "Select All" option in CommerceCore™. This way, it's easy for you and your colleagues to generate reports without any hassle!

Future reference 

Tags also allow for future reference by keeping track of past tags that have been used on certain records. By doing so, all relevant information will be kept at one place within the system! This way, you can easily refer to records in the future simply by clicking on a tag name!

Tag options as an integral part of the CommerceCore™ Sales module


There are many situations in CommerceCore™ where tagging is an important part. Tagging options play an essential role while you perform various operations related to tasks like customer management, opportunity management etc., with this your team will be able to classify their records with the right tag.

For example, in the sales module it is possible to create tags for customers or prospects. Tags can be used when creating quotations and orders as well.

Quotations


CommerceCore™ allows you to use tags in the Quotations creation form to create custom fields where you can specify tags for each line item. Tags are used to identify items that belong to the same group of products or services.

The Tags field can be viewed in the Quotation creation window, under the Other Info tab, in the Sales section


In this case, the Tags option is quite valuable for the salesperson who is dealing with contacts from a specific area, country, and a variety of other factors.

Orders


If quotations have been approved, they will be converted into orders automatically. This means that all tagged information related to customers and quotations will also be included in order details as well. While making a Sale order, you may provide the Tags based on the criteria.

The Tag field can be viewed in the Sales - Orders - Create - Other info


Customers


In the Customers creation window, you can assign already established tags using the dropdown menu, or you can create new tags on the fly. For already existing tags in customers, the Tags can be viewed by choosing Sales - Orders - Customers


If you want to create New customer file, then from the Customers window click Create. In this case, you can specify which tags should be included in the customer records.


Managing Tasks 


Tags make it possible for you to set up an effective task management system within CommerceCore™ by creating different groups of tasks that can be accessed by your team members with a click of a button! This way, it's easy for you and your colleagues to manage different tasks at once.

When creating a new project task or if you want to change the existing Tag, go to Project - Create - Edit - Tags


The Tags option also allows staff to set up task lists according to their specific requirements using tags as identifiers. For example, if the salesperson manages multiple customers, they can use Tags to create lists of tasks for each customer.

Conclusion


Tags are a handy feature available in CommerceCore™ for categorizing tasks or files. In the Sales module, tags have a prominent role as you sort and classify your activities. They also help to quickly identify which opportunities need follow up, what's been sent out for quotes, and so on. 

If you'd like some help getting started with CommerceCore™  schedule a demo now! Our team will be happy to show you all the ways CommerceCore™ makes life easier for businesses who want to spend less time organizing their data and more time getting results from it.

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