Managing Tags
Do you have inventory items that may have one category but also need to be placed in a subcategory? What about customers who are grouped together? Do you want to make notes on transactions that you can view directly from the Workbench? This article will show you how to manage customer, inventory, and transaction tags and how to create new ones from the Configuration menu.
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From within Configuration > Tag Manager, you can create new tags and even select a color for that tag.
From here, click Create New Tag and enter the tag in the Tag Name field. Choose a color, if desired.
Several options below the color allow you to prevent your staff from taking the selected action when this is attached to a customer, transaction, or inventory item.
Prevent Reservation - If the customer has this tag, it will prevent them from creating a reservation contract. You can give a message to your counter staff on why in the Prevent Reservation Error Message.
Prevent Send Out - If the customer has this tag, it will prevent them from sending out a contract. You can give a message to your counter staff on why in the Prevent Send Out Error Message.
Hide on Storefront - If the inventory item has this tag, it will prevent that item from being shown in the store front.
Alert Notification When Overdue - If the transaction has this tag, it will send a message stating that the transaction is overdue.
Now that you have your tags created, you can add one on an inventory item. Click the edit icon next to the inventory item you want to add a tag to. This could also be a subcategory. In the Subcategories/Tags field, start typing the tag you want to add. As you type, the tag created will appear.
Select the created tag. Now you have a subcategory/tag on your inventory item.
You can enter more than one tag by repeating the steps. If the tag you want to add doesn't exist in your tag list, no problem. Just finish typing the tag and hit the Enter key. You've added a new tag on the inventory item, and it's saved in your tag list.
Don't forget to click Save from your inventory edit screen.
Add a Tag to Your Customer
Find the customer you want to add a tag to from the customer list and click the edit icon next to their name.
Type the tag you want to add in the Customer Tags field found under the City. As you start typing the tag, the one you created will appear.
Select the created tag. Now, you have a tag linked to the customer. Just like the inventory item, you can have more than one tag on a customer. Just like the inventory, if the tag you want isn't already created, just finish typing and hit the Enter key. You have multiple tags for one customer and created a new tag at the same time. Don't forget to click Save from the customer record. The customer tag will appear on the Workbench.
Add a Tag to Your Transactions
Want to know if a transaction is paid without bringing up the transaction? What about knowing what truck the items to be delivered are on from a glance? Add a transaction tag or two.
From the Workbench, click on the transaction to view it. In the Transaction Tags field found under the customer information on the transaction, start typing the tag you want to enter. As you start typing the tag, the created tag will appear. Select the tag.
Have more than one tag you want to add? No problem. Just type away and keep adding. Have a tag you want to add that's not created yet? No problem. Just type the tag you desire and hit the Enter key when done. Once all tags are added, click Done Editing.
From the Workbench, you can now easily see any customer or transaction tags without having to go into the transaction or customer record.
To change the wording or color of a tag, go to Configuration > Tag Manager and click the tag you want to update which will appear in the Tag Name Field. You can easily change the name of the tag by deleting and retyping the tag name. Just select the color you want the tag to be and click Save Tag.
Have a tag you want to remove? From the inventory item, customer record or transaction, just click the "x" next to the tag and this will remove it.
If you utilize the customer online storefront add on feature, the inventory tags will show here.
Related articles
Creating a New Contract
New Customer
New Serialized Inventory
New Unserialized Inventory