ITEM AND VENDOR TAGS

Item tags make it easy to organize your inventory and vendors. They help highlight key details, categorize items, and simplify reporting. This guide shows you how to create tags, assign them, and use reports to track your sales and vendors.

Create an Item Tag

1. Navigate to the Items & Vendors tab > Manage Items.
   
2. Click Item Tags under Manage Item Tags.
   
3. From here, select the item tag you wish to update or press + Item Tag.
   
4. Name your Item Tag, select a tag color, and select a tag icon. Press + New Item Tag to save. 
   
   1. Once you have named your tag and selected the color/icon, you will see a preview of the tag you are creating. 
      
      In this example, "Award-Winning" was selected as the Tag Icon but other selections include Family-Owned, Gluten-Free, Halal, Fair-Trade, and more!  

Adding an Item Tag

1. Navigate to the Items & Vendors tab > Items 
2. Select an item 
3. Scroll down to Item Tag and select your item tag from the dropdown! It will populate next to the item name. 
   
4. Press Save Item to finish 

Vendor Tags 

1. Navigate to Items & Vendors > Vendors 
2. Select a Vendor 
3. Navigate to the Labels tab under the Vendor
4. Select the tag to associate it with the Vendor!

Consolidated Purchases by Vendor Report 

If you have "Preferred" selected as the GPO for certain vendors, you can see and filter by Preferred Vendors on this report! 

Sales Details Report

You can utilize the Sales Details Report to search sales for tagged items. 

In this example, both the test tag and the "Pepsi" tag can be easily selected as filters in the Sales Details report.