WHAT IS A TAG


A Tag is a feature that gives the Dealership the ability to add one or more tags to Part Records or Unit Records / Labour Codes that can then be used to filter searches in Reporting.


For example:

  • We want to report and list all Brake Pad parts. At the moment unless the Parts have Brake Pads in the description this would be difficult to do.
  • To solve this issue, we would create a new Tag: Brake Pads and then assign the new Tag to all relevant Part Records that are Brake Pads.
  • Next time we do a Parts report and want to list all Brake Pad parts, we can narrow down the search results by filtering using the Tag: Brake Pads.


HOW TO SETUP TAGS 

  1. From the Blackpurl Header > click on User-added image  > System settings


User-added image

  1. From the System Settings Dashboard > click onUser-added image
User-added image
  1. Let's do a quick navigation:



1.  There may be numerous Tags setup but you are looking for a particular Tag
     Instead of scrolling through all of them, a search can be done using keywords.
2.  Filter the Tags by Date Created
3.  Click here to Create a New Tag
4.  A list of the current Tags


4.  To Create a New Tag > click into the Field - Create a New Tag and start typing the name of the new Tag.

For example - we want a new Tag called Brake Pads so we would simply type Brake Pads.



As soon as we press Enter - it will add the new Tag: Brake Pads to the Tag list:

User-added image


TIP: Click on the Tag if you want to change the name User-added image or User-added image Make Inactive or User-added image Remove


Once you have the Tag setup, you can then add them to the relevant record ie Labour Code / Unit Record / Part Record.

For example - How to add a Tag to a Part Record


  1. Navigate to the Part Record that you wish to add the Tag on and then click on EDIT

 

User-added image











  1. From the Edit Merchandise window > General Information > Tags > click into Search Tag field - start typing the tag you are looking to add or scroll down the Tag list and then click to select.
This will add the selected Tag to the Tags field.
Blackpurl will allows the user to add as many Tags as required to this record.

User-added image
  1. The end result should look like this:
User-added image


Click on User-added image

TIP: Use this same concept to add a Tag to a Unit record and Labour Code.



HOW TO RUN REPORTS USING TAG AS A PARAMETER


Run one of the relevant reports and then you can change the parameter to run the report based on TAGS.


For example:


We ran the Recent Part Report and wanted to run it for the TAG Brake Pads.


To change the parameter > click on the User-added image > SELECT OTHER FIELDS > Select TAGS


User-added image



Select the TAG you want to report on ie Brake Pads > then Click on User-added image



User-added image

The report result will provide a list of all items that have fit the TAG parameter.