Troubleshooting: Organising Products with Tags

Having issues with product tags? Find solutions to common problems below.

Q: Can I delete a tag if I don’t need it anymore?#

A: Yes, but with caution.

Before deleting:

1. Check if products are using the tag
2. Reassign those products to a different tag first
3. Then delete the empty tag

Warning: Don’t delete required system tags:

• REPORTING
• GST

These are required for the system to work properly.

Q: What’s the difference between tag tree levels?#

A:

For reporting:

• Choose which level of detail to display
• Level 2: See “Food” vs “Drinks” totals
• Level 4: See “Scrambled Eggs” vs “Poached Eggs” detail

Q: Do I need to use all the levels?#

A: No! Use what makes sense for your business.

Examples:

• Small cafe: 2-3 levels sufficient
• Large restaurant: 4-5 levels for detailed reporting
• Retail store: 3-4 levels for inventory tracking

✅ Best practice: Start simple, add detail as needed.

Q: What if I move a tag that has child tags underneath it?#

A: All children move automatically with the parent.

Example:

Move "Breakfast" from under "Food" to under "Specials"

Before:
Food
├── Breakfast
│   ├── Eggs
│   └── Pancakes

After:
Specials
├── Breakfast
│   ├── Eggs
│   └── Pancakes

The entire branch (Breakfast, Eggs, Pancakes) moves together.

Q: Can I have the same tag name in different branches?#

A: Yes! Tags are separate even with identical names.

Valid structure:

REPORTING
├── Food
│   └── Specials      (This is one tag)
└── Drinks
    └── Specials      (This is a different tag)

Each “Specials” tag is independent and can have different:

• Print Headers
• Child tags
• Products assigned

Common Issues#

Problem: Products Not Showing in Reports Under Expected Tag#

Symptoms:

• Product exists but missing from tag-based reports
• Sales not appearing in correct category
• Report totals don’t match expectations

Solution:

1. Check product tag assignment

• Go to Products page
• Open the product
• Verify correct tags are assigned
• Save if changes needed

2. Verify tag is under REPORTING

• Go to Product Tags
• Check tag structure
• All reporting tags must be children of REPORTING tag
• Move tag if needed

3. Check report filter settings

• Verify correct tag level selected
• Ensure date range includes the sales
• Check if filters are excluding data

Problem: Kitchen Dockets Not Printing to Correct Station#

Symptoms:

• Orders print to wrong printer
• Some items not printing at all
• Mixed items printing together

Solution:

1. Check Print Header assignment

• Go to Product Tags
• Click the tag
• Edit and verify Print Header is set
• Save if changed

2. Verify product has correct tag

• Go to Products
• Check product is tagged correctly
• One product can have multiple tags

3. Check printer setup

• Verify Print Header is linked to correct printer
• See Setting Up Print Headers

✅ Best practice: Assign Print Headers to parent tags so children auto-inherit.

Problem: Can’t Delete a Tag#

Symptoms:

• Delete option is greyed out
• Error message when trying to delete
• Tag won’t remove

Solution:

1. Check if products are using the tag

• Go to Products page
• Filter by the tag
• Reassign those products to different tag

2. Check if it’s a required system tag

• Don’t delete: REPORTING or GST
• These are required by the system

3. Check if child tags exist

• View tag in tree structure
• Remove or move child tags first
• Then delete parent tag

Problem: Moved Tag to Wrong Parent#

Symptoms:

• Dragged tag to incorrect location
• Tag structure is now wrong
• Need to undo the move

Solution:

Move it again to the correct parent:

1. Go to Product Tags
2. Click and hold the tag
3. Drag to correct parent tag
4. Release to drop

💡 Tip: To cancel a move while dragging:

• Move mouse back over the tag you’re moving
• OR move over the sidebar
• Then release

Problem: Print Header Not Applying to Child Tags#

Symptoms:

• Parent tag has Print Header
• Child tags not inheriting it
• Orders not printing as expected

Solution:

Verify inheritance is working:

1. Check Print Header is set on parent

   • Click parent tag
   • Edit to verify Print Header
   • Save if needed

2. Check child tags DON’T have override

   • Click child tag
   • Edit and check Print Header field
   • If set, it overrides parent’s Print Header
   • Clear it to inherit from parent

✅ Best practice: Only set Print Headers on parent tags, leave children blank to inherit.

Problem: Tag Structure Is Too Complex#

Symptoms:

• Too many levels to navigate
• Staff confused by categories
• Reports are overwhelming

Solution:

Simplify your structure:

1. Identify unnecessary levels

   • Review tag tree
   • Find levels that don’t add value

2. Merge similar tags

   • Combine tags with few products
   • Move products to parent tag

3. Flatten the hierarchy

   • Move child tags up one level
   • Reduce nesting depth

✅ Best practice: Keep it simple - most businesses only need 2-3 levels.

Still Having Issues?#

If your problem isn’t listed here:

1. Check the full guide for Organising Products with Tags for detailed instructions
2. Review your tag structure for logical groupings
3. Test with a few products before applying widely
4. Contact Paimnt support for assistance