How To Tag Work Orders With Special Flags or Properties

Help/
Guides/

How To Tag Work Orders With Special Flags or Properties

Flag work orders that need special handling (for example a first article run, UL-certified material or an expedite) with an important order tag, by hand on a quote line or automatically from a flag on the part. Important tags are highlighted on the order and print on the license plate (traveler) and packing slip, so the shop floor and shipping see them.

Updated Nov 9 2026

Allow external media cookies to watch this video.

Before you start

Config Settings is under Admin > Config Settings > Config Settings. You need the Admin role or the Can Edit Config Settings function (default role Config Settings).
Bonus Columns is under Admin > Maintenance > Bonus Columns and needs the Admin role or the Can Edit Maintenance function (default role Maintenance).
Editing a part needs the Can Edit Part function.
Tags print on the license plate and packing slip, which customers may see. Name them with that in mind.

1
Name the important order tags
1. Go to Admin > Config Settings > Config Settings.
2. Type Important Order Tags in Name and click Submit.
3. In the row's Value box, type your tag names separated by commas, for example EXPEDITE, ITAR, CRITICAL_PART, and click Set.
  
  Case doesn't matter: Cetec ERP stores and shows every tag in upper case.
  
  If you want a tag to be added automatically from a part flag (see Tag lines automatically from a part), use letters and underscores only, with no spaces or numbers.
2
Tag a quote line by hand
1. Open the quote (for example from Sales > Quotes > Quote List, click the quote number).
2. Click the pencil icon (Edit Line) at the end of the line. The Advanced Edit window opens. (When adding a new line, the ADD LINE window has the same fields.)
3. Click More Options at the bottom of the window and scroll down to Tags. The field lists (Available Important Order Tags: …).
4. Pick a tag from the list, or type it and press Enter. Repeat for more tags. Regular tags (any other word) can go in the same field.
5. Tick Apply to sub orders too? if the line's sub orders should get the same tags.
6. Click Update. When the quote is committed, the work order keeps the tags.
3
Tag lines automatically from a part
1. Go to Admin > Maintenance > Bonus Columns and click Part in the Type column.
2. In the top row, enter a Title(displayed to user) (for example Critical Component), a Technical Name that matches the tag name (for example critical_part for the tag CRITICAL_PART), and a Data Type of Radio Buttons (Check 'Yes' or 'No') or Check Box (Check For 'Yes'). Leave Default Value empty, or every part gets the tag.
3. Click Add New. Cetec ERP shows bonus columns created.
4. Open the part (Parts > Lists > Part List, filter by Prcpart, click the part number) and click Edit in the part's left menu.
5. Under General Information, set your new field to Yes (or tick it) and click Update.
6. From now on, every quote or order line created or updated for that part gets the tag. The quote line shows Tagged As: with the tag in red.
4
See the tags on the work order
1. Open the work order (for example from Production > Orders > Production Order List, click the number in the Order column). Important tags show as labels in the work order header.
2. Click the Info tab (Order Info on some setups). The Tags row lists the line's tags; click (Set) next to it to add or remove tags in the Edit Order Line Tags window, then click Update.
3. Print the license plate from the work order's Documents to see the tags on the traveler.
4. To list every tagged order, on Production > Orders > Production Order List pick Tags in the filter search bar (Filter or search…), tick the tag and click Apply (n).