Tags and Tag Rules

This guide explains how to create and manage tags, build tag rules, and apply those rules to inventory so tags stay up to date without manual checking on every item.

What Tags and Tag Rules Do

Tags let you group inventory items by conditions that matter to your team. For example, if you need to view all certified items together, you can give each of those items a Certified tag.

Tag Rules automate that process. Rather than applying tags manually to individual items, you define a rule once and GoSmarter applies the matching tag whenever an item meets the rule’s conditions. This reduces effort and the risk of missing items.

GoSmarter provides a range of ready-made tags, but you can create your own for anything those don’t cover.

The Tag Management page shows all your existing tags and is where you create new ones. The tabs above the data table let you switch between tags intended for Inventory, Mill Certificates, and Orders, so you can manage tags for each record type in one place. To add a new tag, select Add Tag.

Create a New Tag

The Add Tag panel lets you define your new tag. Colours make it easier to spot particular tags in tables and filters — choose from one of the default colours or set a custom one to match your team’s conventions.

Search, Edit, and Delete Tags

Once saved, your tag appears in the Tag Management data table. Use the tag search field at the top of the table to find it by name.

Each tag row has an Actions menu. From there you can edit the tag’s name, description, or colour; view the history of its creation and use; or delete it entirely.

Automate Tag Assignment with Tag Rules

Tags applied by Tag Rules are added automatically to any item that meets the rule’s conditions — you don’t need to touch each record. Navigate to Tag Rules under Company Core Data to reach the Rule Management page.

This page lists all existing rules, showing the tag each rule applies, its active status, and an optional description. Like the Tags page, it has type tabs above the data table so you can switch between rules for Inventory, Mill Certificates, and Orders.

To create a new rule, select Add Rule.

Configure the New Rule

The Add Rule panel lets you give the rule a name, choose the tag it will apply, set whether the rule is currently active, and add an optional description.

Set Rule Conditions

A rule has no effect without Conditions. Use the Rule Conditions form to specify what criteria an item must meet for the tag to be applied. For each condition, choose the field to check (which can include fields taken from Mill Certificates and Material Test Reports), the comparison operator, and the value to compare against.

You can add single conditions or groups of conditions. Use AND to require all conditions, or OR to match on any of them. You can also nest conditions inside groups to model more complex logic — for example, the screenshot below shows a rule that tags items where the quantity is greater than 20 and the item type is either a coil or a bar.

Tag Rules in Action

Once active, a Tag Rule applies automatically to any item that matches its conditions. Navigate to the relevant page — for example, Inventory under Production Planning — and use the page filters to find the items the rule affects and confirm the tags are being applied as expected.

Filter by Tags

Tags make it faster to find the items you need. Click on any tag in a data table to filter the data table and show only items with that tag assigned. You can also select multiple tags at once from the tags filter menu for a more specific filter.

Apply Tags Manually

Some tags are meant to be applied by hand — for example, a tag that reflects a team decision or a context that can’t be expressed as a condition. For those, you don’t need a rule.

Open the Actions dropdown for any item and choose Manage Tags to add or remove tags directly. This only works for tags that do not have rules. It is the right approach for tags that are specifically intended for users to apply case by case.

Automate Compliance Checks with Rule Packs

Rule Packs are predefined sets of tag rules built around standards compliance checks across a range of areas. Select Rule Packs under Company Core Data to access them. Tabs at the top of the page let you switch between different sets of rule packs.

Select Subscribe on a pack to add its associated rules to your items. Select View Rules to see the rules, tags, and flags a pack applies and which areas they cover.

Once you’ve subscribed to a Rule Pack, use the System Tags filter on the associated pages to filter by the tags linked to your subscribed rules.

That covers how to add and manage Tags and Tag Rules, and how to subscribe to Rule Packs for standards compliance. To see how tags integrate with your day-to-day work, see the Managing Inventory and Daily Operations, Orders, and Mill Certificates guides.