Tags

  • Updated

Tags are a versatile feature in Unimarket that provide flexible methods for grouping suppliers, boosting search results, categorizing products, and managing Accounts Payable workflows.

 

Key Tag Types and Functions

Tag Type Function Search/Visibility
Supplier Tags Group suppliers for Guided Buying Collections and broad categories (e.g., Preferred, Sustainable). Can be Boosted to appear higher in search results.
Product Tags Categorize items for easy identification during checkout and approval. Can be Boosted to appear higher in search results.
Invoice Tags Assist Accounts Payable (AP) in managing invoices by assigning responsibility to AP personnel via the Invoice Inbox. Used internally by AP.
Catalog Tags Group and label a supplier's entire catalog. Visible within the supplier's store in the Marketplace. Visible in the supplier's store.

 

Create/Add Tags

Users with the Community Administrator or Supplier Administrator role can create a new tag.

  1. Navigate: Go to the Administration module > click Settings > select Management tab.

  2. Add Tag: Click Tags tab > select +Add Tag. The Add Tag pop-up box will appear.

 

  1. Complete Fields: Enter the required information marked with a red asterisk.

  2. Confirm: Select Add. Select Add More if you want to create additional tags.

Boost Level: When creating Supplier and Product tags, you are required to choose a Boost level to prioritize tagged items and suppliers in search results.

 

Assigning Tags to Entities

Supplier Tags

Users with the Community Administrator or Supplier Administrator role assign Supplier Tags.

  1. Navigate: Go to the Administration module > select Suppliers.

  2. Locate Supplier: Search for the desired supplier > select the supplier's name.

  3. Assign: Click the Settings tab > scroll down to Supplier Tags field > add the desired supplier tag(s) > scroll to the bottom of the screen and Save.

 

  • You can watch the short video on how to create Supplier Tags:

 

Product Tags

Users with the Community Administrator or Supplier Administrator role assign Product Tags to items within a hosted catalog.

  1. Locate Catalog: Go to the Administration module > in the Find Supplier field, insert the supplier's name with a hosted catalog > hover over the supplier icon > select Catalogs.

  2. Select Catalog: A pop-up box will appear; select the desired catalog.

  3. Manage Tags: The supplier's catalog will populate. Hover over Add to Cart > select the three dots next to Add to Cart > click Manage Tags.

 

  1. Assign Tag: The Manage Tags pop-up box will appear > click the dropdown in the Edit Tags field > choose the desired Product Tag(s) > select OK.

 

  • You can watch the short video on how to create Product Tags:

 

Invoice Tags

Users with the Create Invoices role assign Invoice Tags to individual "Invoice Stubs" in the Invoice Inbox.

  1. Navigate: Go to the Invoices module > select Inbox.

  2. Locate Invoice Stub: Locate the desired entry. Hover the mouse to the right side of the screen > click the three dots > select Manage Tags.

 

  1. Assign Tag: The Manage Tags pop-up box will appear > click the dropdown in the Edit Tags field > choose the desired Invoice Tag(s) > select OK.

 

  • You can watch the short video on how to create Invoice Tags:

 

Catalog Tags

Users with the Community Administrator or Supplier Administrator role assign Catalog Tags.

  1. Navigate: Go to the Administration module > select Catalogs.

  2. Locate Catalog: Use the Search Catalog field or Filter to locate the desired supplier catalog(s).

  3. Assign: Locate the supplier's catalog > select Actions > click Settings.

  4. Apply Tag: A pop-up box will appear > in the Catalog Tags field, assign the desired catalog tag(s) > select Save.

 

What's Next/Related