Help Centre

Introduction to Tags

Tags in Puree are a powerful tool for organising and categorising your quotes and orders. By applying tags, you can quickly filter and find specific orders based on criteria that matter to your business, such as event type, customer category, or any other custom classification.

Creating Tags

Creating tags is simple:

1. Navigate to the 'Tags' section within the settings menu
2. Add a new tag with a unique identifier, such as "Wedding" or "Boat Shed"
3. Customise your tag with a distinctive colour to easily distinguish between different tags

Applying tags to your quotes and orders is straightforward, enhancing the efficiency of your event planning and management processes.

Applying Tags to Quotes and Orders

When creating or editing a quote:

1. Find the tags field in the quote details
2. Select one or multiple tags that apply to the quote or order
3. The coloured tags will appear on the quote, making it easy to identify at a glance
4. Save your changes

Benefits of Using Tags

• Quick Filtering: Easily filter your quotes and orders by tag to find specific events or customer types
• Better Organisation: Keep your quotes organised by categorising them with relevant tags
• Reporting: Generate reports based on tags to analyse business performance by event type or customer segment
• Workflow Management: Use tags to track the status or stage of quotes in your workflow

Searching by Tags

Use the search and filter functionality in the quotes section to filter by specific tags. This makes it easy to view all quotes for a particular event type or customer category at a glance.