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Summary here
Workflows For Organising Products with Tags
For experienced users who need a fast reference.
Prerequisites
- Access to HQ (Head Office system)
- Manager permissions or higher
- Plan for your category structure
Quick Steps: Set Up Product Tags
Method 1: Create Top-Level Category
Go to Products > Product Tags
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- Click + Add Tag button (top right)
- Enter tag name
- Leave Parent Tag blank
- Select Print Header (optional)
- Click Save
💡 Tip: Level 1 tags = major divisions (REPORTING, GST, RETAIL)
Method 2: Add Subcategory
Go to Products > Product Tags
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- Click on parent tag
- Click + button next to tag name
- Enter new tag name
- Parent is auto-selected
- Select Print Header (optional)
- Click Save
✅ Best practice: All sales reporting tags should be children of REPORTING tag
Quick Actions
| Action | Steps |
|---|---|
| Edit tag | Click tag → Pencil icon → Make changes → Save |
| Move tag | Click and hold tag → Drag to new parent → Release |
| Add Print Header | Click tag → Pencil icon → Select Print Header → Save |
| Delete tag | Reassign products first → Click tag → Delete |
Tag Tree Structure
REPORTING (Level 1)
├── Food (Level 2)
│ ├── Breakfast (Level 3)
│ │ ├── Eggs (Level 4)
│ │ └── Pancakes (Level 4)
│ └── Lunch (Level 3)
└── Drinks (Level 2)
└── Coffee/Tea (Level 3)Key concepts:
- Parent tag: Tag above (Food is parent of Breakfast)
- Child tag: Tag below (Eggs is child of Breakfast)
- Branch: All tags below a parent
Quick Example: Pizza Restaurant Setup
Step 1: Create Main Categories
Under REPORTING, add:
- Pizza
- Sides
- Desserts
- Drinks
Step 2: Break Down Pizza
Under Pizza, add:
- Traditional
- Gourmet
- Gluten Free
Step 3: Organize Drinks
Under Drinks, add:
- Soft Drinks
- Beer
- Wine
Step 4: Assign Print Headers
- Pizza tag → “KITCHEN” Print Header
- Drinks tag → “BAR” Print Header
What Tags Do
| Use | What it does | Example |
|---|---|---|
| Sorting | Keep products organised | Group all “Coffee” items |
| Reporting | See sales by category | View “Food” vs “Drinks” sales |
| GST/Tax | Apply correct tax rates | Mark as “GST Free” |
| Kitchen Printing | Send orders to right station | Print “Mains” to kitchen |
Important Rules
🚨 Must have REPORTING and GST Level 1 tags - Required by system
✅ Assign Print Headers to parent tags - Children auto-inherit
⚠️ Moving parent moves all children - Entire branch moves together
💡 Same tag names OK in different branches - “Specials” under Food AND Drinks works