Depend on the business requirements; there are always other specialized information types besides general information, the reatil business owners wish to add to the sales orders to track and monitor. For example, now we have many E-commerce websites, what is the best platform providing the most of traffics to consider for investing in promotion programs to push sales? What types of Promotion programs, the customers would love to get? It can be said that these information types are essential for the internal store operation but not necessary for the customer receipts. Typically, they are names of sales staffs for tracking sales commission, promotion types (voucher, deal) or notes for customer service.
However, what if we need to add many different information types in sales orders? Creating various custom fields for specific information types - is it an easy-of-use and optimized way? Remarkably, some information types are just used for the certain periods and will be replaced for the next periods based on the business plans.
With Sales Tags, you can remark other information types for the sales orders without being displayed on the sales receipts; and filter sales orders by specific Tags easily. Besides that, you can flexibly remove Tags when no longer use or quickly create new Tags when urgently needed. The below guide will show you steps to use Sales Tags.
Create or Edit Sales Tags in Point-of-sale (POS) screen:
Add or Remove Tags in Sales Orders: