Overview/Before the event

Tag management

Organize tags and categories, link products, and control filters in management and checkout.

About 10 min

Screenshots use the English app and browser tools with English demo data. Follow the numbered steps and use your own product details when you are ready. Click any screenshot to enlarge it.

Organize tags by category

Tags support search, POS filtering, and revenue attribution. Separate IP, technique, author, and material. A tag can bind many products: changing its name/color/category affects all references, while unbinding one product affects only that relationship.

  1. Open tag management

    Open Settings → Data management → Tags; phones also offer it through Inventory management.

    Open tag management

  2. Review categories and usage

    Select a category and check product counts or unused status. Reuse existing categories instead of creating synonymous ones.

  3. Create a tag

    Add a tag, enter name, category, and color, review, and save. The screenshot enters Tutorial Series under IP but is still before saving. A library tag is not yet bound to a product.

    Create a tag

  4. Edit a tag

    Edit the chosen name, category, or color and save. All bound products use the updated attributes.

Tips

  • Use stable author tags for settlement attribution.

Bind and unbind products

The tag's product page shows its users and supports bulk changes without deleting products. Each variant SKU is a product; check all relevant SKUs rather than only the family cover.

  1. View bound products

    Open the tag's binding page, review count, and search bound products.

  2. Add several products

    Choose Add products, search/select targets, and confirm.

  3. Remove selected bindings

    Select products and remove the displayed count. The tag and other product bindings remain.

  4. Verify through filtering

    Filter Products or POS by the tag and check expected products appear. Bundles can inherit component tags or use custom tags.

Visibility, ordering, and categories

Filter visibility controls shortcuts, not tag existence or bindings. Reorder within categories. Custom categories can be managed; built-ins have restrictions. New categories must be created in the app, not PC.

  1. Choose visibility scopes

    Set filtering separately for selling and management screens. Turning it off preserves product tags.

  2. Reorder tags

    Open tag sorting, drag to the preferred order, and save for this category.

  3. Create a custom category

    In the app, add a category with name, icon, and color, then save. It becomes available when editing product tags.

  4. Delete a custom category

    Read the confirmation: its tags move to another category rather than being destroyed, preserving bindings.

Tips

  • Inherited bundle tags follow components. Hide unnecessary shortcuts rather than deleting useful attribution.

Delete tags or clean unused entries

Deleting a used tag removes it from all bound products. Cleaning unused tags targets only those with no product usage. This is not the product recycle-bin workflow; verify purpose and counts first.

  1. Check usage

    Review the count and open bindings if needed to see affected products.

  2. Delete one tag

    Choose delete, read the affected product count, and confirm only if intended. It removes the library entry and all bindings.

  3. Clean unused tags

    Choose clean unused, check count, and confirm. Only unused tags are removed.

Tips

  • Deleting a tag differs from deleting its category. Check settlement/author tags carefully.