Product tags help teams organize products beyond rooms, categories, and vendors.

Tags are flexible labels that can support procurement workflows, approvals, installations, sourcing, and internal organization.

How Product Tags Work

Tags can be assigned to individual products and used throughout the Products module.

Teams commonly use tags to identify:

• priority items

• custom products

• COM items

• rush orders

• install phases

• vendor groups

• client revisions

• procurement concerns

Filtering by Tags

Tags can be used as filters inside Product Manager.

This helps teams quickly isolate products that require attention or belong to a specific workflow.

Using Tags with Product Manager

Tags can also be updated in bulk using Product Manager.

This is useful when assigning workflow labels across large FF&E schedules.

Using Tags in Exports

Tags can optionally appear in exported PDF schedules.

This helps create schedules tailored to procurement teams, installers, vendors, or internal operations.

Best Practices

• keep tag naming consistent

• avoid creating duplicate tag meanings

• use tags operationally, not decoratively

• train teams on approved tag standards

• combine tags with filters for large schedules

Operational Tip

Strong tagging systems make large product schedules significantly easier to manage during procurement and installation phases.