# Tags and Tag Rules

> Understand and create Tags and Tag Rules, and see how they get automatically applied to your inventory.

**URL:** https://www.gosmarter.ai/docs/tags-and-tag-rules/

**Date:** 2026-04-29

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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.

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## 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.

{{< general-img-load src="sd-tags-01.png" alt="Tag Management table view in GoSmarter showing existing tags and controls" isPhoto=true zoomable=true >}}

## 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

{{< general-img-load src="sd-tags-04.png" alt="Tag Management data table showing existing tags and assignment counts" isPhoto=true zoomable=true >}}

## 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.

{{< general-img-load src="sd-tags-02.png" alt="Add Tag panel with fields for tag details and colour selection" isPhoto=true zoomable=true >}}

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.

{{< general-img-load src="sd-tags-03.png" alt="Confirmation notification after adding a new tag" isPhoto=true zoomable=true >}}

## 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.

{{< general-img-load src="sd-tags-05.png" alt="Actions menu for a tag row showing edit and delete options" isPhoto=true zoomable=true >}}

{{< general-img-load src="sd-tags-06.png" alt="Edit Tag panel for updating tag details and colour" isPhoto=true zoomable=true >}}

## 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.

{{< general-img-load src="sd-tags-07.png" alt="Tag Rules management table showing rule details" isPhoto=true zoomable=true >}}

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

{{< general-img-load src="sd-tags-08.png" alt="Add Rule panel with rule name, tag, active toggle, and description" isPhoto=true zoomable=true >}}

## 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

{{< general-img-load src="sd-tags-09.png" alt="Rule condition builder with field selector" isPhoto=true zoomable=true >}}

{{< general-img-load src="sd-tags-10.png" alt="Rule condition builder with comparison operator selector" isPhoto=true zoomable=true >}}

{{< general-img-load src="sd-tags-11.png" alt="Rule condition builder with value input" isPhoto=true zoomable=true >}}

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.

{{< general-img-load src="sd-tags-12.png" alt="Rule condition links using AND and OR" isPhoto=true zoomable=true >}}

{{< general-img-load src="sd-tags-13.png" alt="Rule builder showing grouped conditions" isPhoto=true zoomable=true >}}

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

{{< general-img-load src="sd-tags-15.png" alt="Completed grouped rule example for item type and quantity" isPhoto=true zoomable=true >}}

## 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.

{{< general-img-load src="sd-tags-17.png" alt="Rule Management table with the newly created tag rule" isPhoto=true zoomable=true >}}

## 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**.

{{< general-img-load src="sd-tags-18.png" alt="Inventory view with Actions menu option to apply tag rules" isPhoto=true zoomable=true >}}

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

{{< general-img-load src="sd-tags-19.png" alt="Notification showing tag rules applied in inventory" isPhoto=true zoomable=true >}}

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

{{< general-img-load src="sd-tags-20.png" alt="Tag Management table showing updated assigned item count after applying rules" isPhoto=true zoomable=true >}}