Using tags in Retailer allows you to add another layer of categorisation to your stock items, beyond that of the default department, category and supplier options.

In other words, you can have stock items with the same tag despite them being in a different department, category and/or supplier. For example:

Tag Name Stock Description Department Category Supplier
Star Wars

 Blue Lightsaber Toys Props Hasbro
Jedi Costume Clothes Costumes Walt Disney
Star Wars: The Force Awakens Bluray Media Movies Lucasfilm

 

When you run a report for the tag of Star Wars, it will report on all these products. It would have been much more difficult to report on them based on Department, Category or Supplier otherwise.

Creating and Assigning Tags

Tags can be created and assigned in one of two ways:

  • One stock item at a time through the Stock Screen
  • Multiple stock items at a time through the Stock Manager

Method 1 - One at a Time Through Stock Screen

  1. From the main screen of Retailer, click on Stock -> Stock Screen.
  2. Click on the magnifying glass icon access the Find Stock Screen.
    Search for and select the particular stock item to assign tags to.
  3. Click on the Tags tab.
    1. In the drop-down box, type in the name of the tag.
    2. Press [Enter] on your keyboard.
    3. Repeat the process to add multiple tags for the item.
  4. Click Save.

If you want to remove tags, move your mouse cursor on top of the tag to remove and then click on the X next to it.

Method 2 - Multiple Items at a Time Through Stock Manager

  1. On the top menu bar of Retailer, click on Stock Maintenance -> Stock Manager.
  2. Search for and select items based on your specified criteria.
    Click HERE to learn more about using the Stock Manager function.
  3. Click on Edit Selected.
  4. Click on the Tags tab in the panel on the right.
    1. In the drop-down box, type in the name of the tag.
    2. Press [Enter] on your keyboard.
    3. Repeat the process to add multiple tags for the item.
    4. Click on Add to Items.
  5. When finished, click on End Edit.

To remove tags from the selected items, enter the tag(s) that you want to remove and then click on the Remove From Items button.

Using Tags

Once you have tags set up, you can utilise that in a number of ways:

  • Search and view items of a particular tag.
  • Report on sales for items of a particular tag.

Selecting Items Based on Tags

  1. Access the Advanced Stock Search screen, which can be accessed by clicking on the Advanced Search button through the Find Stock Screen.
  2. In the Tags section:
    1. In the drop-down box, select the name of the tag to search for.
    2. Press [Enter] on your keyboard.
    3. Repeat the process to add multiple tags for the item.
  3. Click Search.
  4. You now have a list of items of that particular tag to choose from.

Reporting on Tags

  1. A number of reports allow you to run the report based on Stock Tags:
    1. Detailed Takings Report
      For more information on this report, click HERE.
    2. General Stock Listing Report
      For more information on this report, click HERE.
    3. Supplier Stock Listing Report
      For more information on this report, click HERE.
    4. Detailed Performance Report
      For more information on this report, click HERE.
    5. Detailed Performance Report by Supplier
      For more information on this report, click HERE.
    6. Write Off Report
      For more information on this report, click HERE.
    7. Stock Reorder Report
      For more information on this report, click HERE.
  2. Set the criteria that you want to report on.
  3. In the Stock Tags section:
    1. In the drop-down box, select the name of the tag to report on.
    2. Press [Enter] on your keyboard.
    3. Repeat the process to add multiple tags for the item.
  4. Click on Preview / Print.