Stock Tags

Stock Tags

Stock Tags in Retailer allow you to add another layer of categorisation to your stock items, beyond that of the default department, category and supplier options. Stock Tags can be used to find stock in Advanced Search, filter Reports and can also sync to a website linked to Retailer.
In other words, you can have stock items with the same tag despite them being in a different department, category and/or supplier. Take the following 3 items for example:
Stock Description
Department
Supplier
Stock Tags
Blue Lightsaber
Toys
Hasbro
Star Wars
Jedi Costume
Clothes
Walt Disney
Star Wars
Star Wars: The Force Awakens Bluray
Media
Lucasfilm
Star Wars
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 multiple ways:
  1. One stock item at a time through the Stock Screen
  2. Multiple stock items at a time through the Stock Manager
  3. Stock Tags can also be imported from a file

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 🔎︎ button to open the Find Stock Screen.
  3. Search for and select the particular stock item to assign tags to.
  4. In the Stock Screen, click on the Tags/Weblink Groups tab.
  5. In the Tag drop-down box, type in the name of the tag or select the tag from the list.
  6. Press [Enter] on your keyboard or click on the plus + button.
    The Tag will drop into the     Tag List box below.
  7. Repeat the process to add multiple tags for the item.
  8. 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.
  9. Click the ellipsis (3 dots • • •) button next to Tags to open the Stock Tag Selector window. This screen makes it easier to select multiple Tags. See the Stock Tag Selector section below.
  10. Click Save.

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. If the Stock Manager grid contains stock items, click on Remove → Remove All on the top of the Stock Manager screen. This will clear the grid and ensure that unwanted items are not included in the edit.
  3. Click on Search.
  4. In the Advanced Stock Search screen, enter criteria to find the stock items to wish to add Stock Tags to. For example, select a Department and/or Category or search for a keyword that appears in the Stock Description.
  5. Click Search. The Stock Manager grid will now display all stock items based on the search criteria.
  6. You can select (tick) specific items to work on, and filter the list on the screen. For more information on how to filter, click HERE.
  7. Click Edit Selected on the top of the Stock Manager screen.
  8. On the right-hand side of the Stock Manager screen, click the Tags tab.
  9. In the Tag drop-down box, type in the name of the tag or select the tag from the list.
  10. Press [Enter] on your keyboard or click on the plus + button.
    The Tag will drop into the     Tag List box below.
  11. Repeat the process to add multiple tags for the item.
  12. If you want to remove tags from the selection, move your mouse cursor on top of the tag to remove and then click on the X next to it.
  13. Click the ellipsis (3 dots • • •) button next to Tags to open the Stock Tag Selector window. This screen makes it easier to select multiple Tags. See the Stock Tag Selector section below.
  14. Once the Stock Tags are entered, click the relevant button in the bottom right corner of Stock Manager:
    1. Add to Items - Adds the selected Stock Tags to the selected Stock Items in Stock Manager.
    2. Remove From Items - Removes the selected Stock Tags from the selected Stock Items in Stock Manager.
    3. Remove All Tags - Removes all Stock Tags from the selected Stock Items in Stock Manager.

Stock Tag Selector

Click the ellipsis (3 dots • • •) button next to Tags to open the Stock Tag Selector window.
This will show all Available Tags and currently Selected Tags.
You can click a tag at the top, to add it to the Selected Tags box which will then be applied to the current stock item(s).
Move your mouse cursor on top of a tag in the Selected Tags box then click on the X next to it to unassign the Tag from the current stock item(s).
Click Ok to save changes or Cancel to undo changes.

Merging Stock Tags

  1. From the main screen of Retailer, click on Setup → Tag Management.
  2. Select the Stock Tags option.
  3. In the Tag drop-down box, type in the name of the tag or select the tag from the list.
  4. Press [Enter] on your keyboard or click on the plus + button.
    The Tag will drop into the Tag List box below
  5. Repeat the process to add all tags you wish to merge to the Tag List box.
  6. Click the Merge button
  7. You will then be prompted to enter the name of a New Tag.
  8. Click Ok.
  9. All Stock Items will then be updated with the new Tag.

Rename Stock Tag

  1. From the main screen of Retailer, click on Setup → Tag Management.
  2. Select the Stock Tags option.
  3. In the Tag drop-down box, type in the name of the tag or select the tag from the list.
  4. Press [Enter] on your keyboard or click on the plus + button.
    The Tag will drop into the     Tag List box below
  5. Click the Merge button
  6. You will then be prompted to enter the name of a new Tag. Enter the new name for the Tag.
  7. Click Ok.

Deleting Stock Tags

  1. From the main screen of Retailer, click on Setup → Tag Management.
  2. Select the Stock Tags option.
  3. In the Tag drop-down box, type in the name of the tag or select the tag from the list.
  4. Press [Enter] on your keyboard or click on the plus + button.
    The Tag will drop into the Tag List box below
  5. Repeat the process to add all tags you wish to Delete to the Tag List box.
  6. Click the Delete button.
  7. The Tag(s) will then be deleted from all Stock Items.

Using Stock Tags

Once you have Stock Tags set up, you can utilise that in a number of ways:
  1. Search for items with a particular tag in Advanced Stock Search.
  2. Report on sales for items of a particular tag.
  3. Sync Tags to website linked to Retailer

Selecting Items Based on Tags

  1. Click the Advanced Search button at the bottom of the Find Stock Screen.
  2. In the Tag drop-down box, type in the name of the tag or select the tag from the list.
  3. Press [Enter] on your keyboard.
    The Tag will drop into the Tag List box below
  4. Repeat the process to select all tags you wish to search for.
    Note: Searching for multiple tags will include all stock with any of the specified tags and cannot be used to limit results to only a specific combination of tags.
  5. Click Search.
  6. You now have a list of items of that particular tag to choose from.

Reporting on Tags

A number of reports allow you to filter the report based on Stock Tags.
In the Report Options screen, set the desired Report Options. In the Stock Tags section:
  1. In the Tag drop-down box, type in the name of the tag or select the tag from the list.
  2. Press [Enter] on your keyboard.
  3. Repeat the process to select all tags you wish to report on.
    Note: Searching for multiple tags will include all stock with any of the specified tags and cannot be used to limit results to only a specific combination of tags.
  4. Click on the Preview or Print button to generate the report.
The following Reports can be filtered by Stock Tags:
Sales By Month Report via Add Items button using Advanced Search

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