Tags are flat, multi-assignment labels you attach to products, customers, and orders for reporting and filtering. Use them for anything your categories can't express cleanly — aisle numbers, vendor programs, seasonal groupings, contractor affiliations — and pile on as many as you need; a product can carry a dozen tags without any hierarchy to worry about.
In the Admin mode, open Tags in the left sidebar.
Both taxonomies let you group records for reporting, but they work differently and exist for different reasons.
| Attribute | Tags | Product categories |
|---|---|---|
| Shape | Flat — no parent/child. | Hierarchical — Department > Class > Fineline. |
| Assignment | Multi — a product can carry many tags. | Single — one Department, one Class, one Fineline per product. |
| Applies to | Products, Customers, Orders. | Products only. |
| Best for | Cross-cutting labels that don't fit a strict hierarchy (aisle, promo, vendor program, loyalty tier). | Stable, top-down taxonomy for reporting margin and turns by product family. |
Use categories when every product must land in exactly one bucket. Use tags when a product might legitimately belong in several buckets at once. They're complementary, not competing — see Product categories for the hierarchical side.
The Tag · Type · Color · Linked blocks table at Admin > Tags lists every tag in the company. Each tag has three fields set at creation:
Product tag can never be attached to a customer, and vice versa.Red, Orange, Yellow, Green, Cyan, Blue, Purple, Pink. Pick a convention (e.g. green for loyalty, blue for aisle) and the table becomes scannable.The Linked blocks column shows how many records currently carry each tag — useful for spotting dead tags before pruning.
To create a tag, click Add tag in the top-right. Fill in name, pick a type, pick a color, Save. To edit or delete, click the tag row to open the edit modal.
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You can't change a tag's Type after creation. If you tagged your Orders when you meant Products, you'll need to delete the tag and recreate it under the right type. Plan the Type before you save.
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You attach tags from the record you want to label — not from Admin > Tags. The pattern is the same everywhere: look for Attach tag under the page header, click it, pick from the list.
On a product, it's the Attach tag link under the product image. Clicking it opens a search-and-pick combobox showing every tag of type Product.