Tag Sets are utilized by the Sales Analysis Report, the Cash Analysis Report, and the Sales-by-Hour Report to help narrow down and group together relevant information. This can help you keep track of certain product categories (like a tag set for all items sold at the front desk as opposed to the snack bar) without having to sort through the Product & Category Accrual Report.
Creating Tag Sets
- To create or manage existing Tag Sets, select Manage Tag Sets from the Reports page.
- Here, we can either select a Tag Set to modify or add a new Tag Set.
A Tag Set is a group of Tags. How that works is that you will run a report based on a Tag Set and then each Tag will be its own line item of the sum of all the items contained with the Tag. For the above example, running a report on the beverages Tag Set will give you a report that shows the totals for all Gatorade and soda products, separated as two line items. - Now, let go through creating a new Tag Set first. Specify a name for the new Tag Set. This should describe the overall group of tags you are creating.
- With a Tag Set selected, you can choose to edit the tags contained in it, delete tags, or add more tags.
- When naming a tag, name it how you want it to display on your report. You will see an example of this further down.
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You will pick products to add to the Tag below. This functions mostly with drag and drop.
Available Products: Products that are not in the current tag. Drag and drop to the column on the right to add them.
Products in Tag: Products currently in this tag. Drag and drop to the trash can on the right to remove them. - You can now use the Tag Set you just created to run several different reports to gather data on those previously specified products!