Skip to content

Administration - Default Tags

Tags on various entities in Velosity (Sales Quotes, Sales Orders) allow for any additional data unique to your business. Administrators can create Default Tags that are automatically added when one of these entities is created.

List

Default Tag List

Detail

Detail

Update Sales Orders

Using this button ADMIN can update the Default Tags on all Sales Orders having the (current) status selected. Individual Sales Orders can be updated from the Sales Order Detail view.

Detail

Add

Default Tag Add

Edit

To require a tag to be validated (entered once to match) this setting can be set. For example, if a Sales Order has a tag called SERIALNUMBER, you might require this tag to be validated on the Production Order (which is what you would select). The validated value can be typed in or scanned with a USB capable scanner from the Production Order traveler.

Default Tag Edit