1. To enable and define important order tags, navigate to Admin, then Config Settings, then Config Settings.
2. Search for the config setting called important order tags.
3. Click into it.
4. Inside the text box to the left of the Set button, type in the important order tags you will be using.
5. Use a comma to differentiate between them.
6. Click Set.
7. Once important order tags have been defined, you can utilize them at the line level when creating a quote (i.e. order entry).
8. Click Sales, then Quotes, then New Quote.
9. Fill in the header info, then add a quote line.
10. Click the pencil to edit the quote line.
11. Click More Options to expand your editing options.
12. Scroll down and you'll see a Tags field.
13. Choose from the available tags and type them here.
14. After typing a tag's name, type a comma or hit the tab key or the enter key.
15. Click OK to save your changes.
16. After you commit the quote to order, click into Release to Warehouse link on the left of the order screen and click on the Plate link, and you'll see that the important order tags show up on the plate.
17. If you go back to the order and use the left side menu to click into the work order view, you'll see that the tags show up on the work order screen as well.
18. To create a custom part level field (bonus column), click on Admin, then Maintenance, then Bonus Columns.
19. Click Part.
20. In the Title field, type the name for your new bonus column.
21. Next, create a technical name for this bonus column.
22. If you set the Technical Name field to be identical to an important order tag you have defined, then any time you add a part with that bonus attribute assigned, the important order tag will automatically attach itself to the quote, to be tracked with the order.
23. Choose the data type for your new bonus column (i.e. text, radio button, etc.).
24. Then click Add New.
25. To make this bonus column searchable, click the checkbox and then click Update.
26. Because you set this bonus column as searchable, that same information will show up on the Part List report. (To make your new column visible, be sure to go into +/- Columns on that report.)