Usage Tag Master
Usage tags are lightweight, organization-wide labels you attach to records to indicate where they sit in your operational lifecycle. They are deliberately simple — just a name and an active flag — and are used to categorize stocks and parties so you can group, filter, and report on them by stage.
Where to find it: Masters → Usage Tags.
The standard usage tags
Vruksha ships with a recommended set of three usage tags that cover the common lifecycle stages. You can use these as-is, rename them, or add your own.
| Tag | Meaning |
|---|---|
| Planned | The record is anticipated or proposed but not yet operationally active — for example a stock parcel you intend to acquire. |
| Active | The record is currently in use / live in your operations. |
| Historical / Closed | The record is no longer active — completed, sold, archived, or otherwise retired — but kept for history and reporting. |
:::note These are defaults, not hard-coded values The three tags above are baseline suggestions. The Usage Tag master is fully editable: you can add tags that fit your own process and deactivate ones you do not use. :::
What a usage tag holds
| Field | Required | Notes |
|---|---|---|
| Name | Yes | Up to 50 characters. Unique within your organization, case-insensitive and trimmed — "Active", " active ", and "ACTIVE" are treated as duplicates. |
| Active | Yes | Whether the tag can be applied to new records. Defaults to Active. |
Usage tags are intentionally minimal — there are no custom fields on a usage tag.
Managing usage tags (CRUD)
- Add. Enter the tag name and Save. The duplicate check rejects names that already exist (ignoring case and whitespace).
- List. Search by name and filter by Active / Inactive.
- Edit. Rename a tag.
- Deactivate. Setting a tag Inactive removes it from the pickers used when tagging new records. Records already carrying the tag are unchanged, and historical records continue to display the old tag value.
- Delete. Deletion is guarded: a usage tag that is referenced by any record cannot be deleted (the system blocks it). An unreferenced tag is soft-deleted and removed from the list.
How usage tags are used
Once configured, usage tags appear as a selectable label on the records that support them — principally stocks and parties. Applying a consistent tag lets you:
- Filter lists to see, say, only Active stocks.
- Report on records grouped by lifecycle stage.
- Separate planned and historical records from the live working set.
:::tip Keep the tag set small Usage tags work best when there are only a handful of them and everyone agrees on what each means. Resist the urge to create a tag for every nuance — a short, shared vocabulary keeps filtering and reporting meaningful. :::
Related
- Reference Data Overview — how usage tags fit into the master-data setup order
- Status Master — for formal lifecycle statuses (distinct from these lightweight tags)
- Stock Management — where usage tags are applied