Tagging stock and suppliers filters field options within CRM. To ensure that your supplier or stock item appears in a particular dropdown picker within a field, relies on the piece of stock or supplier being tagged correctly.
For example, Service Venue – Graveside. This field should only show Suppliers tagged Cemetery. We don’t want churches or chapels to be selectable on this occasion when not required. Please see how to add a supplier or how to add stock for more detailed instructions.