Tagging gives you the ability to organize your products by putting them under one or more tags. We’ve had the ability to tag items for sometime but with the next release you’ll be able tag customers and filter most reports by tag.
Filtering
In listings you can now filter for records with and without tags. For example you could find all items tagged “food” and exclude all items with the tag “organic”.
Tag:Groups
We’ve also added tag groups. Simply prefix any tag with a group name and “:”. For example you might tag a few items with the following tags: “bike:road”, “bike:mountain”, “bike:bmx”. If you searched for “bike:” in the item listing, you’d see everything tagged with the “bike” group. If you searched for “bike:bmx”, you’d see just items tagged with that specific tag.
Customer Tagging
Customer records can now be tagged! You can use tag groups with customers as well. You might use tags to separate customers into lists you will target with various marketing campaigns.
Removing: Season, Department, Shelf Location, Model Year
New accounts will not have season, department, shelf location, and model year. Existing accounts will keep all of these fields for now. Down the road we will be migrating data stored in these fields into tags, and eventually turning these fields off for all accounts.
You will be able to choose when to make the transition for your shop during a transition period. You’ll receive notices and instructions on how to convert when it’s time. All the filtering you do now with your the existing fields will be possible with tagging and more.
We’ll do our best to help all customers with the transition to tagging.
Serial Number Tagging
We plan to add tagging for serial number records in the near future. This will help track the status of serial numbered items that may need to be built or have other statuses.
I’m willing to try new systems, but I don’t know if I’m going to like this one. Right now new employees can add Matrices and they can’t miss the Department when it’s a drop down (we find Departments key for inventory). If they have to remember to add it as a tag I know things will be forgotten.
Just my two cents.
Thanks!
Heidi
Hi Heidi,
It will be very easy to list items without a department tag if any get missed. We have a nested tagging enhancement coming out soon. Whenever we make changes like this we always get push back but we’ll be here to help you every step of the way.
I share Heidi’s concerns. Enough details already get missed creating items by new and,often, young inexperienced employees. Our departments are also key…along with seasons.
I can see where the tags open up unlimited customizing, but we have found other tagging systems we’ve used in the past less intuitive than drop downs. We really like “retail simple”. Sometimes push back may be warranted by the front line users.
Could you give us a little more detail about the nested tagging? Perhaps our concerns are unfounded?
Thanks,
Todd
Hi Todd,
You’ll get to see the advanced tagging features (including nesting) before you decide to transition your shop and have an opportunity to provide feedback before we convert remaining shops. We have a good plan to make this change lighter in impact though it is still a big change.
It would be nice if the ‘taags’ were seen on the search results page. Is there any possibility of adding that in the future?
Thanks!
Teresa
That may be possible down the road.