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Create Vendor Labels

Create color-coded labels to organize and filter vendors and manufacturers

Written by Krissy Palmer

Create a Label

  1. Go to the Vendors tab in your project

  2. Click Labels on the left sidebar

  3. Click New

  4. Enter the label name

  5. Select a color

  6. Click Save

Apply Label to Vendor

  1. Go back to the Vendors/Manufacturers list

  2. Highlight the vendor

  3. Click the Label button

  4. Select the label to apply

  5. To remove: select Remove or Remove All

Using Labels

  • Labels appear as colored tags on vendors

  • Use the filter at the top to show only vendors with specific labels

  • Labels are global across your account—changes apply everywhere

Tips

  • Create labels for vendor categories (e.g., "Preferred," "Local," "Trade Only")

  • Colors help visually distinguish vendor types

  • Filter by label when generating reports or selecting vendors

Related Features

  • Adding Reps to Vendors

  • Assign Vendor or Manufacturer to Spec

  • Filtering Spec Window

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