In this video, we’re excited to show you a new function we've added under point-of-sale settings that allows you to tag locations. This feature will help you filter inventory based on these tags, making it easier to manage your stock. We demonstrate how to add a tag to a location and how to use it in the inventory section.
Adding Tags to Locations in Point-of-Sale Settings
Objective
This SOP outlines the steps to add tags to locations within the point-of-sale settings to enhance inventory management.
Key Steps
Step 1: Access Point-of-Sale Settings 0:01
Navigate to the Point-of-Sale Settings.
Click on the Locations tab.
Step 2: Edit Location to Add Tag 0:12
Click the Edit button next to the location you wish to tag.
Locate the Location Tags section.
Step 3: Input Tag 0:26
Type in the desired tag (e.g., 'pickup only').
Press Enter to add the tag.
Step 4: Save Changes 0:39
Click the Save button to confirm the addition of the tag.
Step 5: Verify Tag Addition 0:57
Go to the Menu and select Inventory.
Click on Advanced Filters.
Step 6: Filter Inventory by Tag 1:08
Find the Location Tags section in the filters.
Select the tag you added (e.g., 'pickup only') to view relevant inventory.
Cautionary Notes
Ensure that tags are relevant and accurately describe the location to avoid confusion.
Avoid using overly similar tags to maintain clarity in inventory filtering.
Tips for Efficiency
Consider creating a standardized list of tags to ensure consistency across locations.
Regularly review and update tags to reflect any changes in location usage or inventory needs.