Tags

Create tags and tag categories, group supply orders by tag, and enter family minimum order quantities per supplier.

Tags group products by any dimension you choose: product family, ABC class, range, store format. Tag categories group tags, for example a "Product family" category that holds one tag per family. You use tags across Flowlity to filter lists, group and total them, scope automations, group supply orders, and set family minimum order quantities.

Where it is: Settings > Parameters > Tags. The page has two tabs: the tags list, and Categories of tags. Use Search to find a tag or a category.

The tags list shows the Tag name, its Tag category, whether it is Used to group orders, whether it is Integrated from your ERP, and the number of Products. Companies with the Assortment module also see an Assortment exception tag column.

How to create a tag and add products to it

1

Start a new tag

Go to Settings > Tags and click Create tag.

2

Name the tag

Enter the Tag name.

3

Select the products

Open Products, search by name or reference, and tick the products to add. Click Select all to add every product that matches your search.

4

Choose a category

Pick a Tag category (Optional), or leave it empty.

5

Create the tag

Click Create tag. The tag appears in the list and in the tag filters of Demand and Planning.

How to enter a family MOQ per supplier

A family MOQ is a minimum order quantity that applies to all the products of a tag ordered from one supplier, for example 500 units per order across a product family. Use it when your ERP does not hold this constraint.

1

Open the tag

Go to Settings > Tags and click the tag of the product family.

2

Open the Family MOQ tab

Click Family MOQ. Each line is a supplier that sources products of this tag, with the number of products concerned.

3

Enter the MOQ and its unit

For each supplier, enter the Minimum order quantity and pick its Unit.

4

Save

Click Save. Click Discard changes to cancel.

The family MOQ constraint must be activated on your site before it affects order recommendations. If it is not, the tab shows a warning. Ask your Customer Success Manager to activate it.

How to group supply orders by a tag

1

Open the tag

Go to Settings > Tags and click the tag.

2

Tick Used to group orders

On the General tab, tick Used to group orders.

3

Save

Click Save. The Used to group orders column of the list now shows Yes for this tag.

To do it for several tags at once, tick them in the list, click ... in the selection bar, then Use to group orders.

How to create a tag category

1

Start a new category

Go to Settings > Tags and click Create tag category.

2

Name the category

Enter the Category name.

3

Select its tags

Open Tags and tick the tags that belong to this category.

4

Create the category

Click Create category. It appears in the Categories of tags tab.

How to move several tags into a category

1

Select the tags

In the tags list, tick the box of each tag. A selection bar appears with the number of selected tags.

2

Click Add to tag category

In the selection bar, click Add to tag category.

3

Pick the category

Click an existing category, or Add to a new category to create one with the selected tags. Click Unassign categories to remove the selected tags from their category.

4

Confirm

Confirm the change. The Tag category column updates.

How to delete tags

1

Select the tags

In the tags list, tick the tags to delete.

2

Delete them

In the selection bar, click ..., then Delete. The confirmation tells you how many products use these tags. Confirm to delete.

You can also delete one tag from its window with Delete. Only tags created in Flowlity can be deleted this way.

Good to know

• Integrated tags: tags that come from your ERP show "Integrated from external system". You cannot rename them, change their category or edit their products in Flowlity. You can still tick Used to group orders.

• Used as exception tag in assortment: on companies with the Assortment module, tick this box on one tag. Products with this tag do not follow the typology rules of the Assortment module. Only one tag can be the exception tag: ticking it on a tag removes it from the previous one.

• Family MOQ lines you cannot edit: a line shows Managed by the integration when your ERP already holds the family MOQ for that supplier. When some products of the supplier already belong to another family, the line says how many can be constrained here.

• Creating or editing tags and categories needs the tag write permission. Without it, the Create tag and Create tag category buttons do not show.

• From a tag page in Demand or Planning, Show details opens Tag Information, and Edit tag opens the same tag window.

Related

• Views and filtering

• Supplier constraints and order management

• Products

• Suppliers