Sales Order Tag
For: Anyone labeling sales orders for quick visual tracking
A Sales Order Tag is a coloured label, Priority, Export, Repeat Customer, whatever your team finds useful, that you attach to a sales order to spot and group it at a glance.
What this module does
1. A tag is a name and a color
The Add Sales Order Tag form has exactly two things you set.
Tag Code: Assigned automatically with a TAG prefix.
Name: Required, and must be unique across your company, checked without regard to letter case.
Color: Picked from a fixed palette of named colors. The form marks it required and defaults to Gray, and what actually gets stored is that color's hex value.
2. Where a tag actually shows up
A tag exists to be attached to Sales Orders and to be visually recognizable once it is.
On a Sales Order: A tag can be assigned to a sales order so it stands out in your order list.
On the tag list itself: Each tag renders as a coloured pill using its own stored color, not a plain text row.
Created From column: Shows which application the tag was created in, not who created it.
Note: The system does record who created a tag and who last edited it, but that information isn't shown on the list, the edit form, or anywhere else in the product today.
Business rules
| Topic | Rule |
|---|---|
| No subscription gate | Creating a tag isn't limited by your plan |
| Unique name | Tag names must be unique per company, checked case-insensitively |
| Color is required in the form | The Add Sales Order Tag screen won't let you save without picking one, though the underlying record itself doesn't strictly require it |
| No active/inactive status | There's no deactivate action on a tag, only Edit and Delete |
| Deleting | Blocked if any Sales Order still carries the tag |
| Who created or last changed a tag isn't shown anywhere | The system records it internally, but no screen in the product displays it |