ERPNext Guidelines
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This is specific to Termatrac's workflows.
Tags
Tags serves multiple purposes in any info system.
In ERPNext, tags cover all DocTypes. And a specific tag could be assigned to a customer and a supplier.
Reserved Tags
- T5Owner. This is dedicated to customers who own iTracker. And it is a key property for integrating TT Portal and ERPNext.
Conventions
While a tag technically can be assigned to any DocType, there are docType specific tag in business sense, which you would assigned to certain docType, for example, rather than "2025DecCampaign", having "Campaign2025Dec" may be more distinguish.
Catches
By default, the dropdown list is sorted by the creation order of tags, and there's no built-in way to alter the order like alphabetic order or Unicode order.