Account tags

Create visual, organizational labels to segment and categorize your stakeholders across all account modules.

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The Account Tags dashboard serves as the central control panel for defining the custom labels applied to Customers, Vendors, and other accounts.


Key Features

• Main Table: Displays each custom "Tag Name" alongside its current "Account Count" (the number of times it has been applied across the system).
• Visual Representation: Tags are rendered in the table exactly as they will appear throughout the application (e.g., as colored chips like "Bridal Client").
• Column Customization: Use the "Columns" dropdown to view the internal "# (Serial Number)" or the tag's "Description".

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Click the + Create Tag button to generate a new segmentation label.


Configuration Fields

• Basic Info: Enter a concise, mandatory "Tag Name" (e.g., "VIP", "Bridal Client", "Raw Materials").
• Description: Optionally add a "Description" to explain internally when and how this tag should be used by staff.
• Color Coding: Use the integrated color picker to assign a specific HEX color (e.g., #1890FF) to the tag. This ensures visual distinctness when viewing dense lists on the Customer or Vendor dashboards.

Click Create to make the tag available system-wide.

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Click the pencil icon in the Actions column to update an existing tag.


Modifying Records

• The "EDIT ACCOUNT TAG" modal allows you to rename the tag, update its description, or change its assigned color.
• Any visual changes made here will automatically propagate to all accounts currently using the tag.

• Automated VIP Discounts: Tagging specific customers as "VIP" so the POS automatically applies a 10% discount whenever their account is selected.
• Tax Exemptions: Tagging certain non-profit organizations or government clients as "Tax Exempt" to automatically waive sales tax on their invoices.

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• Customer Segmentation: Create tags like "Wholesale" and "Retail" to quickly filter your customer database and generate segment-specific sales reports.
• Supplier Routing: Tag vendors as "Packaging", "Electronics", or "Logistics" to help procurement teams locate the correct supplier faster.
• Visual Priority: Assign bright, attention-grabbing colors to tags like "High Priority" or "Delinquent" so they immediately stand out in the main data tables.