Set up sale tags

Sale tags enable to classify your sales with different criteria.
Ex: for food businesses it can be the consumption mode (eat-in, delivery, click & collect) or the delivery company in charge of the order.
You can filter your sales with these criteria and edit reports.


1/ Configure sale tags

In 'Settings/Users/Access management' enable the rights: 'Manage sale tags' and 'Assign tags to the sale'.

In 'Settings/Sale tags' you can create your sale tags grouped into categories.
A category of tags groups similar sale tags.
To add a tag to a category, click on the magnifying glass icon on the category line.
Ex: the tag category 'Consumption mode' will group the different tags: eat-in, delivery, click & collect.

To assign tags to a sale, click on the 'Tags' button a the top right of the sale.
In the search section of the Sales tab, you can filter your sales by tags.


2/ Track sale tags

Coming soon