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 by conditions that matter to your team. For example, you can tag certified stock so you can filter and review those items faster.

Tag Rules automate that process. Instead of adding tags manually item by item, you define rule conditions once and let GoSmarter assign tags when records match those conditions.

Open Tag Management and Review Existing Tags

Open Tags under Company core data to reach Tag Management.

In this table, you can:

• Review existing tags
• See each tag’s description and colour
• Check how many items currently use each tag
• Start creating new tags

Create a New Tag

Select Add Tag to open the tag form.

The panel lets you define the tag details and choose a colour. You can use a default colour or choose a custom one, so tags are easier to recognise in tables and filters.

After completing the form, select Add Tag to save it.

GoSmarter confirms the action with a notification. Your new tag appears in the Tag Management table, including its colour, description, and assignment count.

Edit or Delete Existing Tags

Each tag row has an Actions menu.

Use this menu to edit or delete a tag. Choosing Edit opens a panel that mirrors the Add Tag panel. You can change the tag’s settings, including its colour, then save your changes and confirm the table reflects the update.

Open Tag Rules and Create a Rule

Under Company core data, open Tag Rules. This page lists existing rules with their linked tag, active status, and description.

Select Add Rule to define a new rule.

In the Add Rule panel, enter:

• Rule name
• The tag the rule should apply
• Whether the rule is active
• An optional description

Build Rule Conditions Correctly

Rules only work when conditions are defined. Add a condition and then choose:

• The field to check (for example, Quantity or Heat Code)
• The comparison operator (for example, =, !=, or contains)
• The value to compare against

When you add more than one condition, link them with AND or OR. If you use OR, a record that matches either condition still triggers the rule.

If you need combined logic, add a Group. Groups let you nest checks so you can model patterns like one required condition plus one of several acceptable values.

In this example we have used grouped logic so the item Type can be either Coil or Bar, while still requiring Quantity above 20.

Save, Verify, and Maintain the Rule

Select Add Rule to save. GoSmarter shows a confirmation and adds the new rule to the Rule Management table.

From the table, you can edit or delete the rule later through row actions, just like tag management.

Apply Tag Rules to Inventory and Confirm Results

Tag Rules should apply automatically to matching items. If you need to force an update, open Inventory under Production Planning, use the filters to find matching items, open Actions for each item, and choose Apply Tag Rules.

After running the action, GoSmarter confirms how many rules were applied. Existing matching rules may be re-applied during this action.

Return to Tags and check the tag row to confirm assignment counts updated as expected.