Tags help you manage your inventory and customers by applying keywords and search terms to them. Searching using tags helps organize your data and allows you to quickly find referenced items or people, and can filter results in your reports. Unlike categories, an item or customer can have multiple tags.

Tags created in Retail are not reflected in eCom. You will need to manually add tags to eCom items.

Creating inventory tags

To create inventory tags:

1. Navigate to Inventory > Item Search.

   

2. Click the item you want to add a tag to.

   

3. In the Tag(s) field, enter your tag(s). Separate multiple tags using commas. For example, you could use blouse chiffon consignment for an article of clothing sold on consignment.
   • If your tag is new, click + Add “tag” to add it to your tag list.

   

4. Click Save Changes.

   

Creating customer tags

To create a customer tag:

1. Navigate to Customers > Customers.

   

2. Click the customer you want to add a tag to.

   

3. In the Tag(s) field, enter your tag(s). Separate multiple tags using commas.
   • If your tag is new, click + Add “tag” to add it to your tag list.

   

4. Click Save Changes.

   

Editing tags

Once your tag has been created, you can rename, delete, or merge your tag.

Renaming tags

If you need to rename a tag, you can do this at any time. Renaming a tag will update that tag’s name on each applicable item or customer. To rename a tag:

1. Navigate to Inventory > Tags.

   

2. Click on the tag you wish to manage.

   

3. Type the new name in the Tag field.

   

4. Click Save Changes.

Merging tags

Merging tags allows you to combine tags that were previously separate.

Merging cannot be undone. To separate merged tags, you must make a new tag and retag the items manually.

To merge two or more tags:

1. Click the primary tag that you want to keep.
2. Click Merge.

   

3. Select the checkbox(es) of the secondary tag(s) that you want to merge into the primary one.

   

4. Click Merge.
5. Click OK.

Your secondary tag(s) will now be merged into the primary tag. The secondary tag(s) will no longer exist, but all items or customers that previously had the secondary tag will now have the primary tag added.

Deleting tags

Deleting a tag will remove the tag, but will not delete the items or customers with the tag applied.

Deleting a tag cannot be undone.

To delete a tag:

1. Click the tag you wish to delete.
2. Click Delete.

   

3. Click OK.

Using tags with Reports

You can combine tags with Retail POS’s reporting features to support business workflows that require tracking specific product information.

1. From the main menu, go to Reports and click on a report that includes the information you’re looking for. If you’re trying to tag sales information about specific product tags, choose a report in the Grouped Sales Totals section.
2. Choose a date range if necessary.
3. Click Advanced.
4. In the Tag field, enter your tag and click Search. This will filter your search results for items including the tag.

This can be helpful for a variety of workflows. For example, if you sell on consignment, use tags to track the amount you need to pay to your consignors. When adding consignment items to your inventory:

• Add a default cost equal to the amount you’ll owe the consignor when the item sells
• Put the consignor’s name as the brand
• Tag items with consignment

When the time comes to pay your consignors, use the reporting tools to filter for the cost of the consignment items:

1. From the main menu, go to Reports > Brand in the Grouped Sales Totals section.
2. Click the date to choose a date range. For example, an end of month consignment report.

   

3. Click Advanced.
4. In the Tag field, enter consignment.
5. Click Search. The report will display the summarized totals for all consignors. The Cost column shows how much you owe them.
6. To view the individual consignment items sold by a consignor, click the Details (eye) icon next to their name to display a Line Report.

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