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How to use tags

Abstract

In Quetzal, you can create a list of words which are associated with your products: these are tags.

Similar to other programs you might be familiar with, tags can be used in many ways. Tags are used throughout the system to filter lists and reports, manage imports and cause items to be tax exempt to name just a few uses.

Quetzal uses tags to help you stay in business and make money.

Tag basics

In the item details panel the tags strip will reveal the tags assignment tool.

Tag Creation

Tags are added to the system by entering the selected tag into the Tag Search field and tapping the Plus button next to it. Doing so will create the tag and apply it to that item. In the two modes in the tag assignment tool, View and Edit, you can always add a new item regardless of the current mode in use.

View Mode

The default mode in the tag assignment tool is the View mode. This mode shows you which tags are currently attached to the selected item. You will note the Edit button above the list on the right, tapping this button will allow you to add and remove tags to the item.

Edit Mode

Once in Edit mode, adding and removing tags from the selected item is as simple as tapping them. When a tag has a checkmark listed next to it, it has been assigned to the item. To revert to View mode, simply tap the View button.

For a tag to exist it needs to have at least one item associated with it.

Filtering the item list with tags

Select the tag filter icon at the bottom of the item list.

The tag filter panel will appear letting you easily select one or more tags. The size of the item list will reduce to only those items that are associated with the selected tags.

You can organize the tags in the panel alphabetically or by popularity. A tag's popularity is based on the number of items it's associated with.

Getting rid of a tag

In order for a tag to exist it needs to be associated with at least one item. As soon as it ceases to be associated with that last item, poof, the tag disappears.

Thus, to get rid of a tag, you have to disassociate it with all the items to which it is associated. Of course, a great way to see all these items is to filter the item list using that tag itself. Then, one-by-one you uncheck the undesired tag until the last item is processed. Now the tag is gone.

Vendor, Category and Brand tags

Tags can also be sorted into three groups: Vendor, Brand or Category. These three groups allow you to customize your reports by comparing tags in the different groups as logical OR statements (by default, Quetzal reports treat filters as AND statements). In order to add a tag into one of these fields, switch to edit mode and simply find the tag in the desired list and tap it. Tags with a check mark are currently in the group you are looking in. Each of the three fields has every tag on your system available for selection.

Shown below is a view of the Vendor, Brand and Category tag groups.

In order to add a tag into one of these fields, simply find the tag in the desired list and tap it. Tags with a check mark are currently in the group you are looking in. Each of the three fields has every tag on your system available for selection. Removing a tag from the group is a simple matter: simply tapping the checked tag will deselect it.

Tax exemptions using tags

Some products are tax exempt. Some prducts are exempt from only certain taxes but not others.

Taxes and tax setup can get complicated very quickly.

Quetzal provides you with a convenient and simple way to not tax items that are exempt.

Like in the item tag selection tool, the tax exemption tool features both View and Edit modes and they work the same way. First select a tax for which you would like to create an exemption. To know how to add taxes to the system please read about how to create taxes. Next, make sure you're in Edit mode and assign the tags for which products are to be exempted from tax.
Now whenever an item with this tag appears in the terminal ledger, no tax will be calculated into the sale for this item.

Tag clouds

Here is what your clerk sees when viewing the customer account panel in the terminal with "tag cloud" selected.

This depicts a customer's past purchases.

The size of each word is proportional to the puchases this customer made of items tagged with these tags. This customer shown above, Aaron, buys Hugo Boss brand items, cotton, men's clothing and t-shirts. So knowing that, you could recommend a special on a selection of Hugo Boss items with great effect.

Quetzal is proud to bring you this innovative, visual and intuitive way to understand your customer. This is one small feature that helps you make more money and stay in business.