Use this feature to create tags that can be applied to items to display a flag which indicates whether a student has that particular item in their purchase history or not when pulled onto the receipt in Write New Receipt.
Click the Add New Tag to create a new tag.
1. Type in 3 characters to display on screen.
2. Enter a description to display when mouse hovers over tag onscreen.
3. Choose to have tag display:
a. Assigned (green) – only when in history
b. Not Assigned (red )– only when not in customer history
c. If both boxes are checked, the red tag will show until the item is entered into history and then change to green.
4. Choose date range for tag to display. In most cases, it will be for the current fiscal year. Note: the date range must be after the effective date of the item it is assigned to, or the effective date on the item must be blank, otherwise the tags will not display.
5. Click Add to save tag.
To edit/delete an existing tag, click the Change Icon in the Actions Column next to the tag you wish to edit.
*Note: PTA membership Tag is automatically created for you and is linked to the sale of any Membership TYPE item. This tag date will need to be updated each year for your current members to show this tag.