How to use vendor tags

To help you manage your vendor base more effectively, each vendor can be assigned with a variety of tags that communicate their unique business attributes. These attributes can include Indigenous Owned, Local Vendors, Social Enterprise, and many others.

Once tags have been applied to a vendor, they will be displayed in the vendor list and can be used to filter the list by the desired tag. Vendor tags will also be displayed in the Browse Panel, RFQ Quote Details, and in the Approval Forms.

Assign a vendor tag

To assign a tag to a vendor:

1. Navigate to the relevant vendor profile
2. Open the Vendor Details section from within the Details tab
3. Locate the Tags section on the right-hand side of the page
4. Click the arrow to open the Tags drop-down menu
5. Select all tags that are relevant to the specific vendor

Tip:  The Tags drop-down menu will display all the tags available for you to use, as configured by your Felix Administrator. If you are an administrator user and would like to create a new tag, you can learn how to do so in our guide; How to configure vendor tags.

Add comments to a tag

To add comments to a tag:

1. Navigate to the relevant vendor profile
2. Open the Vendor Details section from within the Details tab
3. Locate the Tags section on the right-hand side of the page
4. Click on a Tag Name that has been applied to a vendor
5. Enter a comment in the Add/Edit Comment field
6. Click Add Comment

Tip:  When a comment has been added to a tag, it will be displayed when a user hovers over the tag icons for the relevant vendor.

Remove a vendor tag

To remove a tag that has been applied to a vendor:

1. Navigate to the relevant vendor profile
2. Open the Vendor Details section from within the Details tab
3. Locate the Tags section on the right-hand side of the page
4. Click the X icon beside the tag that you would like to remove