Master tags in Zuper are a powerful organizational tool designed to help you categorize and manage various modules, such as Jobs, Customers, Quotations, Invoices, and Projects.

Navigation: Settings -> Miscellaneous -> Master Tags

  1. From the settings, select “Miscellaneous.” Under the “Master Tags” section, choose “+ New Tag.”

  1. Enter the following details.

  • Tag Name: Enter a unique name for the tag. This field is mandatory.

  • Choose Module: Select a module from the dropdown menu. Options include:

    • Jobs
    • Customers
    • Quotations
    • Invoice
    • Projects

    These fields are also mandatory. This determines where the tag will be mapped to the modules.

  • Description - Enter the master tag description.

  1. The tag is created successfully.

  1. Choose the “Module” filter to filter the list of module line items. Tags can be edited or deleted using the action icons in the table.

The process of creating a new tag is straightforward—simply enter a unique tag name, select the appropriate module, and save.