Tags

Tags

Tags
 
 Tags are another tool that can be used to further label items, customers, suppliers employees and locations.  These   tags add another layer of description.  
 
 You can use tags for the following:
 1. Items
 2. Customers
 3. Suppliers
 4. Employees
 5. Locations
 6. Location Groups
 
 Items - Tags can be used to add another description of an item.  For example, a tag can be a size or color (ex. case, small, blue, green).
  1. Customers - Tags can be used to classify customers.  Such as VIP, Loyalty, or a group name (ex. Girl Scout Troop Sunflower).
  2. Suppliers - Adding a Tag to a supplier allows you to classify them.  Some examples are rating and shipping timeframe.
  3. Employees - Employee tags can be used to track your employees, such as hourly or salary.
  4. Locations - Location tags can be used to define the type of location it is, for instance, Kiosk or Pop-up
  5. Location Groups - Location Group tags can be used to define regions, such as, East, West, Midwest, etc.

 

Creating and Editing Tags

 

The process to create and edit tags is the same across all 6 types of tags.  For this example, Item Masters will be used.  Start by selecting the type of tag from the OpSuite menu.  

 

 

To create a new tag, select the Add Group button in the upper left corner of the menu.  You will first need to create the Tag Group that the new tags will belong to.  The Code is a shortened version of the Description.  You can also select if this tag will be available for Matrix items or if it will be Required when creating a new item.  Is Required will apply to ALL items.


 

Once your Tag Group is created, you can begin to create your tags.  Under the Tag Group information will be another section where you create the individual tags.  Start by selecting Add.  

 

Here you will enter the tag information.  Again, the code is just a shortened version of your description.  

 

Sequence # is the order in which you want it to appear in the list.

 

If only creating a single tag, select Save.  If you are creating multiple tags, you can select Add and Continue.  This will create the tag and clear the pop-up so you can continue creating tags.


    • Related Articles

    • Item Records

      Items To access and Item Record, select Items from Inventory in the Navigation menu. The Item list, or item search screen will appear, displaying the top set of items. NOTE: See the Navigation section within this manual for more information on the ...

    • Matrix Items

      Matrix Items The Matrix Item module allows users to create and manage items that have multiple dimensions, such as clothing, shoes, etc. The OpSuite Matrix module supports items with up to three dimensions (i.e. size, color, material, or width, ...

    • Locations

      Locations Locations are where the user creates and manages location records for any location within the enterprise, whether they are stores, mobile point of sale, warehouse, distribution centers, or simple back office inventory locations. The ...

    • Location Groups

      Locations and Location Groups Locations and Location Groups are the backbone of OpSuite. They are a main part of almost every section and feature used. Locations are created in a tiered hierarchy, that allows you to group locations into location ...

    • Data Imports

      Data Imports Data Imports will play a vital role in changing your items. This feature allows you to change thousands of items at once, which will save you countless hours. For instance, your supplier has sent you notice that they are increasing the ...