Tagging gives you the ability to organize your products by putting them under one or more tags. We’ve had the ability to tag items for sometime but with the next release you’ll be able tag customers and filter most reports by tag.
Filtering
In listings you can now filter for records with and without tags. For example you could find all items tagged “food” and exclude all items with the tag “organic”.
Tag:Groups
We’ve also added tag groups. Simply prefix any tag with a group name and “:”. For example you might tag a few items with the following tags: “bike:road”, “bike:mountain”, “bike:bmx”. If you searched for “bike:” in the item listing, you’d see everything tagged with the “bike” group. If you searched for “bike:bmx”, you’d see just items tagged with that specific tag.
Customer Tagging
Customer records can now be tagged! You can use tag groups with customers as well. You might use tags to separate customers into lists you will target with various marketing campaigns.
Removing: Season, Department, Shelf Location, Model Year
New accounts will not have season, department, shelf location, and model year. Existing accounts will keep all of these fields for now. Down the road we will be migrating data stored in these fields into tags, and eventually turning these fields off for all accounts.
You will be able to choose when to make the transition for your shop during a transition period. You’ll receive notices and instructions on how to convert when it’s time. All the filtering you do now with your the existing fields will be possible with tagging and more.
We’ll do our best to help all customers with the transition to tagging.
Serial Number Tagging
We plan to add tagging for serial number records in the near future. This will help track the status of serial numbered items that may need to be built or have other statuses.