Tags help you organize your Products to make finding them while taking an Order as simple and intuitive as possible. Instead of organizing Products solely based on the hierarchy of Category, Subcategory, or Group, you can organize Products based on any criteria you wish including prices, or the hours they are available. For example, you may want to have a Breakfast Tag that includes Products that are only available from open to 11:30 am, when you stop serving breakfast. Or, maybe you may want to offer a Dollar Menu, so you would organize all Products you want on the Dollar Menu into a Dollar Menu Tag and set the price for the Tag at $1.00.
You create these Tags in the Portal to make taking Orders much simpler on your Groovv app. Tags will appear on the Orders Screen in a column on the left hand side of the screen. Tapping a Tag will populate the center of the screen with buttons for each Product organized under that Tag. From there, you simply tap a Product Button to add a Product to the current Order.
While the Product Library Hierarchy will still be in place in the Portal, you won’t access your Products in the app based on these assignments. Rather, the Product Library’s main functionality is for accounting and inventory organization.
Order Entry Tag Attributes
There are two ways to create Tags: individually using the Add Tag Button on the Order Entry Tags Screen, or by clicking the Create Tags Button on the Product Library Screen. If you choose to create Tags directly from your Library, Tags will be created for each Category, Subcategory, and Group that has Products organized in it. These Tags will have the Name, Icon/Color, and Products that you assigned to the original Category, Subcategory, or Group. If you create a new Tag on the Order Entry Tag Screen, you will assign these attributes individually.
While it may be useful to start off by creating Tags directly from your Library, you will likely want to add more Tags based on your business’s needs. For example, you will probably want a Favorites Tag that provides a quick and easy way to access your most popular items. It might also be useful to have separate Breakfast, Lunch and Dinner Tags that are only available at specific times of the business day. Furthermore, since Tags are an arbitrary way of organizing your Products, you can include a single Product in multiple Tags. So your Fudge Brownie may be in your Desserts Tag, but also in your Favorites Tag.
The Name you give to the Tag. Make sure it is descriptive so that it is easy to differentiate between Tags. For example, you wouldn’t want to have Popular and Favorites Tags as that could get confusing for the Cashier.
Setting a Price for a Tag sets the Price for all Products within that Tag, overriding the Price set for the Products when they were created on the Product Library Screen. This can be useful if you want to implement a Dollar Menu. To do this you would add the Products you want to offer for $1 to a Dollar Menu Tag and set the price of the Tag at $1.
You can also set the Price of individual Products within a Tag. This will override the Price set for the Products when they were created on the Product Library Screen as well.
As was stated earlier, if you create Tags directly from your Product Library, the Tags and Products within those Tags will have the same Icon and Color as the Category, Subcategory, or Group that they were created from. However, when you create a new Tag and assign it an Icon and Color, the Products within it will keep the Icon and Color of its parent entity (the Category, Subcateogry, or Group it lives under in the Product Library), while the Tag itself will have the new Icon and Color.
When you create Tags from your Product Library, the hours will automatically be set as starting at 12:00 am and ending at 12:00 am, making them available whenever your business is open. You can edit this if you would like on the Edit Order Entry Tags Screen.
When you create a new Tag, you are required to enter a start and end time for when the Products in the Tag are available. If you would like it to always be available, choose 12:00 am as the start and end time. But if you would like to limit the time that the Products can be ordered, then select the desired start and end time on the Add Order Entry Tag Screen. This is especially useful if you have a breakfast menu that you stop offering at a certain time, or if you have a late-night menu that is a pared down version of your regular menu.
When you add Tags from the Product Library Screen, the app goes through each Category, Subcategory, and Group and if there is a Product organized at that level, a Tag is created and the Products are automatically added to the Tag. When you create a new Tag, you select which Products you would like to include under that Tag. Products can be in one, many, or no Tags.
You can also sort the order in which Products appear within a Tag. This makes it easy to have the most commonly ordered Products readily available within each Tag.
Order Entry Tags Screen Elements
You can find the Order Entry Tag Screen in the Portal by clicking on Settings in the Navigation Menu, and then selecting Order Entry Tags from the Settings Expanded Menu.
On the Order Entry Tag Screen you will see a table with three columns: Name, Icon/Color, and Products. The Name Column has the name of the Tags you created. You can assign the name in the Create or Edit Tag Process, or if you add Tags from your Product Library, the names will be automatically assigned based on the Category, Subcategory, or Group Names you created.
The Icon Column shows the Icon and Color you assigned to each Tag. It is important to note that Products within a Tag do not change to the Tag color they are organized under, rather they keep the color assigned to them based on the Category, Subcategory, or Group they are in.
The Products Column lists the number of Products that are organized within each Tag.
To the left of the Name of each Tag there are two buttons, the Edit Button and the Delete Button. Clicking the Edit Button, represented by the Pencil Icon, takes you to the Edit Tag Screen where you can edit everything from the name of the Tag to which Products are organized within the Tag.
Clicking the Delete Button, represented by the Trash Can Icon, permanently deletes the Tag. This action cannot be undone.
Add Tag Button
In the top right corner of the screen you can see the Add Tag Button. Clicking this takes you to the Add Tag Screen. Once you have entered the necessary information and press the Save Button, you are taken to the Edit Tag Screen to finish the Add Tag Process. Click here to learn more about how to add new Tags.
Also in the top right corner of the screen is the Layout Button. Clicking this takes you to the Sort Order Entry Tag Screen. Here you can edit the order in which Products are displayed on the Groovv app for each Tag.
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