Filter Tags are identification labels you can create and apply to Suppliers on your Supplier Lists to help Buyers easily search and find relevant Suppliers during the Request Wizard. This article guides Super Admins and Panel Administrators through creating, assigning, and applying Filter Tags.

Prerequisites

• You must have the Super Admin or Panel Administrator role.
• Filter Tag functionality must be enabled for your organisation. If not enabled, contact your Account Manager or Support Team.

Steps:

1. Creating Filter Tags

Before you can use Filter Tags, a Panel Admin must create them at the organisation level.

1. Select Admin Tools from the top menubar or left-side menu, and then select Manage Filter Tags. 
   

2.  On the left, in the Filter Tag box, enter the Group Name followed by the pipe symbol ' | ' and then the Tag Name (e.g., Business Size|Small).

   Optional: Add a description.

3. Click the Save button to create the tag. Tags with the same Group Name will automatically be grouped together on the right.

Note: To view, edit, or delete existing Filter Tags, use the relevant buttons to the right of the tag. A tag cannot be deleted if it is linked to a Supplier List.

2. Assigning Tags to a Supplier List

Once created, Filter Tags must be assigned to the relevant Supplier List(s) before they can be applied to individual Suppliers.

1. Select Admin Tools from the top menubar or left-side menu, and then select Enterprise Supplier Lists.
2. Click the blue arrow to the right of the relevant list, and then click Assign tags to this list. 
   
3.  Select the desired Filter Tags and ensure you've selected to Enable filter tags for the list.
   
4. Click the Save and Continue button.

3. Applying Tags to Suppliers

Tags can be applied to Suppliers either by updating the Supplier's profile or by allocating Suppliers to a specific tag.

Option A: Adding via Supplier Profile

1. Select Admin Tools from the top menubar or left-side menu, and then select Enterprise Supplier Lists.
   
2. Click the number in the Suppliers column for the relevant list to view the registered Suppliers. 
   
3. Find the Supplier, click the blue arrow to the right of their name, and select Filter Tags.
   
4. Tick the Filter Tags you wish to allocate to the Supplier.
   
5. Click the Save button.

Option B: Adding via Filter Tag

1. Select Admin Tools from the top menubar or left-side menu, and then select Enterprise Supplier Lists.
2. Click the blue arrow to the right of the relevant list, and then click Allocate tags to suppliers.
   
3. Click the name of the relevant Filter Tag. 
   
4. Select the Suppliers you want to assign this Filter Tag to from the list on the right.
   
5. Click the Save button.

Results / Validation

Buyers will now be able to filter Suppliers by these tags at the Selecting Suppliers step in the Request Wizard.

What's Next / Related

• How to Use Filter Tags when Selecting Suppliers
• Approving Suppliers onto a List

Limits & Notes

• Filter Tags are created at a whole-organisation level but applied at the list level, meaning different lists can use different tags.
• When a tag is linked to a Supplier list, it cannot be deleted globally until it is unlinked from all lists.