Tags are a powerful way to organize your vendors into custom categories, making it easier to manage and find specific groups of vendors. You can create tags for anything that helps you categorize your vendors, like "Freelancers," "IT Providers," "Local vendors," and so on. Once created, you can quickly filter your vendor list by these tags.
This guide will show you how to create new tags and use them to filter your vendor list.
The article contains these sections:
How to create a new vendor tag
Follow these steps to create a new vendor tag:
1 - Select the Vendors tab from the Pay dashboard.
2 - Select the Filters button at the top of your vendor list.
3 - In the filter menu, select Tags.
4 - Select the + Create new tag button.
5 - In the Create new tag window:
a. Enter a Tag name (e.g., "IT Services," "Preferred Vendors").
b. Select the vendors you want to add to this tag by checking the box next to their names in the list. You can scroll through the list or use the search bar to find specific vendors.
7 - Select Save.
That’s it. You successfully created a new vendor tag.
How to filter your vendor list by tags
Once you have created tags, you can easily filter your vendor list to view specific groups:
1 - From your Vendors tab, select the Filters button.
2 - Select Tags from the filter options.
3 - A list of your created tags will appear. Select the tag you want to use to filter your vendor list.
You can select one or multiple tags to be shown.
4 - Select Apply. Your vendor list will instantly update to show only the vendors associated with that selected tag.
Please note:
To clear the tag filter and view all your vendors again, select the Clear filters button above the vendor list.
Editing or deleting tags
You can also edit or delete tags at any time from the Tags filter menu:
1 - Select the three-dot icon next to the tag you want to edit or delete.
2 - From the menu that appears, select Edit tag or Delete tag.
- Selecting Edit tag opens a window where you can update the tag's name or modify which vendors are included.
- Selecting Delete tag will show a confirmation prompt to ensure you want to remove the tag.
That’s it. You're now ready to organize and manage your vendors using tags.