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Tags

Tags are keywords that can be used to mark data records in plentymarkets. Go to Setup » Settings » Tags to create and manage tags. These tags can be linked to data records in the following areas of plentymarkets:

  • Board

  • Category

  • Ticket

  • Contact

  • Variation

  • Order

1. Assigning rights for back end users

Users of the type Back end can only access limited areas and menus in plentymarkets. Thus, their access to the system is limited. If you want users of this type to work with tags, an Admin user has to assign them rights as listed in the following.

Assigning rights for back end users:

  1. Go to Setup » Settings » User » Rights » User.

  2. Use the search function () and open the user account that should be edited.

  3. In the Authorisations area, activate the rights as listed in Table 1.

  4. Save () the settings.

Table 1. Creating a tag
Setting Explanation

Setup > Tag > Update tag

Allows the back end user to update tags.

Setup > Tag > Show tag

Allows the back end user to see tags.

Setup > Tag > Create tag

Allows the back end user to create tags.

Setup > Tag > Delete tag

Allows the back end user to delete tags.

2. Creating a tag

Proceed as described below to create a tag.

Creating a tag:

  1. Go to Setup » Settings » Tags.

  2. Click on Create new tag ().
    → A window opens on the right-hand side.

  3. Carry out the settings. Pay attention to the information given in Table 2.

  4. Save () the settings.
    → The tag is created and added to the list.

Table 2. Creating a tag
Setting Explanation

Name EN

Enter a name for the tag.
Tip: Tag names can contain spaces. This allows you to create tag names with two or more words.

Colour

Optional: Enter a hexadecimal value of a colour for the tag. For the 16 primary colours, you can enter the name of the colour (black, red, silver, white etc.) instead of the hexadecimal value.
Tip: Click on the square to the right to open the colour picker.

Area

Select the areas of the system where the tag is available.
Board = Tag can be linked to task cards on the boards of the plentymarkets Logo (Start) » Boards menu.
Category = Tag can be linked to categories.
Ticket = Tag can be linked to tickets.
Contact = Tag can be linked to contacts.
Variation = Tag can be linked to variations.
Order = Tag can be linked to orders.

Name in additional languages

Enter tag name in additional languages. For further information, refer to the Adding additional languages to tags chapter.

3. Adding tag names in additional languages

Proceed as described below to add names in additional languages to an existing tag.

Adding tag names in additional languages:

  1. Go to Setup » Settings » Tags.

  2. Click on Search ().
    → All tags are shown.

  3. Click on the tag.
    → A window opens on the right-hand side.

  4. Enter translations for the languages you need.

  5. Save () the settings.

4. Filtering by tags

You can filter tags by Name, Availability and/or Language. Proceed as described below to filter tags based on these criteria.

Filtering by tags:

  1. Go to Setup » Settings » Tags.

  2. Select one or multiple filters. Pay attention to the information given in Table 3.

  3. Click on Search ().
    → The tags that correspond to the search criteria entered are displayed.

Table 3. Tag filters
Setting Explanation

Name

Enter the name of the tag.
Tip: If all languages were selected, all languages are included here as well. However, only the value that was entered under Name EN is shown.

Area

Select one or more areas to only search for tags that are activated for these areas.

Language

Select one or more languages to show tags with names in these languages.

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