Edit a Tag

Tag Search, located in the top navigation bar, allows users to search for a specific tag or serial number, review tag details, and update selected tag information. Searching by serial number requires a minimum of three characters. To change a tag’s status, see "Update Tag Location or Status."

1. Navigation:
2. Admin/Site/Warehouse View
3. Tag Information Window

Edit a Tag’s Details

Administrative-level users and site administrators can edit a limited set of tag fields, including the tag number, serial number, tag notes, asset condition, due date, and custom fields, if applicable. Users must be logged in to the site where the tag is located to edit tag information.

1. Click inside the Tag/Serial Search field in the top navigation bar.

2. Enter or scan the tag number. Tag numbers can contain letters, numbers, or both.
3. Click Search or press Enter. The “Tag Information” window opens.

4. Click Edit, located below and to the right of the “Tag Notes” field. Update the Tag, Serial, Tag Notes, Asset Condition, Due Date, and any applicable custom fields. Required fields are shown in red. “Due Date” applies only to inventory assigned to a staff member or student. When the due date is today, a small alert icon appears. When the due date is past due, the date displays in red. Changes are recorded in the “Tag Lifecycle Report.”
5. Click Update.
6. Click Close to close the “Tag Information” window.

Edit a Tag’s Funding Information

Funding information can be edited only for tags with a “Source” of “Initial.” This means the asset was added to the database without purchase order information.

Administrative users and site users must be logged in to the site where the tag is located to edit funding information.

1. Click inside the Tag/Serial Search field in the top navigation bar.

2. Enter or scan the tag number.
3. Click Search or press Enter. The “Tag Information” window opens.
4. Click Edit in the “Funding Information” section.

5. Update the Funding Source, Purchase Date, and Purchase Price as needed, or select Associate to Purchase Order. "Associate to Purchase Order" is available only to Administrative Administrators.
6. Review the information to confirm it is correct.
7. Click Update. The “Funding Information” section refreshes with the updated values.
8. Click Close to close the “Tag Information” window.

Associate a Tag to a Purchase Order

Associating a tag to a purchase order is available only for tags with a “Source” of “Initial.” This means the asset was added to the database without purchase order information.

Associating a tag to a purchase order links an initialized tag to a specific product line and automatically applies the purchase order funding information.

1. Click inside the Tag/Serial Search field in the top navigation bar.

2. Enter or scan the tag number.
3. Click Search or press Enter. The “Tag Information” window opens.
4. Click Edit in the “Funding Information” section.
5. Select Associate to Purchase Order. The “Associate to Purchase Order” window opens.

6. Search for the appropriate purchase order.
7. Click Select in the purchase order’s row. The window updates to show the “Purchase Order Details” and “Product Details.”
8. Click Select Product Line on Purchase Order to choose the product line for the tag. The product lines for that purchase order display.
9. Select a product line from the grid. The window returns to the previous screen, and the “Funding Source,” “Account Code,” “Purchase Price,” and “Department” fields populate automatically.
   1. To manually update the “Funding Source,” “Purchase Price,” and/or “Account Code,” enter the new information in the corresponding fields.
10. Click Final Confirmation. The window updates with the new funding information and displays the message: “Confirm that the following information is correct and click ‘GO’ to add the tag to the purchase order. Note that this action cannot be undone.”
11. Click GO.
12. Click Close to close the “Associate to Purchase Order” window.

Remove a Tag from a Purchase Order

If an asset was added through the “Purchasing” grid and associated with the wrong purchase order, it can be removed from that purchase order.

Administrative users and site users must be logged in to the site where the tag is located to edit funding information.

1. Click inside the Tag/Serial Search field in the top navigation bar.

2. Enter or scan the tag number.
3. Click Search or press Enter. The “Tag Information” window opens.

4. Click Remove Tag from Order in the “Funding Information” section.
5. Click OK in the confirmation window.
6. Click Close to close the “Tag Information” window.

Edit a Tag’s Assigned Product

Editing a tag’s assigned product is available only for tags with a “Source” of “Initial.” This means the asset was added to the database without purchase order information.

Administrative users and site administrators must be logged in to the site where the tag is located to edit the assigned product.

1. Click inside the Tag/Serial Search field in the top navigation bar.

2. Enter or scan the tag number.
3. Click Search or press Enter. The “Tag Information” window opens.

4. Click Edit next to the “Product Number” field in the “Purchasing Information” section.
5. Search for the correct product.
6. Click Select in the product’s row. The window updates to show the selected product details.
7. Review the Current Product and Selected Product information to confirm the change is correct.
8. Click Update. The window refreshes and shows the newly assigned product.
9. Click Close to close the “Tag Information” window.