How to Tag a Product for Search in EDGEBIC

To tag a product for search in EDGEBIC by User Solutions, open the product, click Edit, and type comma-separated tags into the Tags field. The control lives on the product editor. Once saved, the product grid can filter on the Tags column, so you can pull up every product that shares a material, an alloy, a certification, or a customer group in a single filter.

Tags are the fast way to slice a large catalog by the dimensions that matter to your shop but do not have a dedicated field. They are free text and search only: useful labels, not a planning attribute.

Before You Start

• The product exists. Tags are added on the product editor.
• You have a small, agreed tag vocabulary. There is no controlled list, so consistency is up to you.
• You know tags do not affect scheduling. They are for finding products, nothing more.

Step 1: Open the Product for Editing

Open the Products tab, click the product row to select it, and click Edit. The product editor opens.

Step 2: Enter Comma-Separated Tags

Find the Tags field and type the tags separated by commas, for example aerospace, inconel, approved. Each comma-separated value becomes a searchable label on the product.

Keep the words short and reuse the same strings across products. A filter matches text literally, so inconel and Inconel718 are two different tags, and a typo creates a second group that hides from the one you meant.

Step 3: Save

Click Update. The tags are stored on the product and are immediately available to the grid filter.

Step 4: Filter the Grid by a Tag

Back on the Products grid, use the filter on the Tags column and enter the tag you want. The list collapses to the products that carry it.

What Changes When You Save

The tags are stored on the product record and become filterable in the Products grid. Nothing else changes: scheduling, cost rollup, and routing are untouched, because tags are a search aid, not a planning field. The product behaves exactly as before, but it is now findable by the labels you gave it.

How to Check It Worked

1. Reopen the product and confirm the Tags field shows the values you entered.
2. On the Products grid, filter the Tags column on one of the tags and confirm the product appears.
3. If you plan to export the tagged list, make the Tags column visible in the grid first, since the export writes only visible columns.

Common Mistakes

Inconsistent spelling and casing. The filter matches text literally, so a product tagged with a typo silently drops out of the group. Agree the exact tag strings with your team and reuse them.

Expecting tags to change behavior. Tags do not affect scheduling, cost, or routing. If you need behavior to change, use the real planning fields such as build method or category.

Exporting with the Tags column hidden. The product grid export writes the visible columns only. Make the Tags column visible before exporting if you want the tags in the file.

Next

Product tags turn a large catalog into something you can slice by material, alloy, or customer group in one filter, as long as you keep the vocabulary consistent. To set the products up in the first place, read how to add a new product. For a stronger grouping that also drives reporting, read how to create a product category, and to attach change-control detail instead, how to add an ECN number to a product. More single-task recipes are in the EDGEBIC how-to hub, and the platform overview is at /edgebic.