How to configure vendor tags

Each vendor registered with your organisation can be assigned with a variety of tags that may be used to characterize or group certain vendors. These can be used to classify a vendor's business attributes, or be used for internal flagging in Felix.

Tags are defined with a custom icon and colour so that the icons can be re-used where necessary, or multiple values of an attribute can be declared against a vendor. Each individual tag has a unique label and description of the purpose of the tag.

Note:  Icons of flags do not have a custom colour and cannot be re-used.

Tip:  If you would like to learn more about using and assigning vendor tags, you can read our guide, How to use vendor tags.

Create a new vendor tag

Note:  Only organisation administrator users, and users with the necessary Manage Vendor Settings permission can create, edit and delete vendor tags.

To create a new vendor tag:

1. Navigate to Settings > Vendor Settings from your Felix dashboard
2. Click the Add button in the top right of the page
3. Select an icon for your new tag
4. Select a colour for the icon for your new tag
5. Enter a title for the tag in the field provided
6. Enter a description for the tag in the field provided
7. Select whether the tag should be Active or Inactive
8. Click the Save button

Note:  Saved tags will appear in the list of vendor tags. An active tag will become available for assignment by users with the Assign and Remove Tags permission. An inactive tag will be listed in the Vendor Settings page, however it won't be available for users to assign to a vendor.

Edit an existing vendor tag

To edit an existing vendor tag:

1. Navigate to Settings > Vendor Settings from your Felix dashboard
2. Hover over the ‌ more icon beside the relevant tag
3. Select Edit from the drop-down menu
4. Adjust the details as required
5. Click the Save button

Delete an existing vendor tag

To delete an existing vendor tag:

1. Navigate to Settings > Vendor Settings from your Felix dashboard
2. Hover over the ‌ more icon beside the relevant tag
3. Select Delete from the drop-down menu
4. Click the Proceed button