Tags: A flexible way to analyze your data 🏷️
Tag products and customers for custom slicing and dicing
What’s new at Rundoo?
This week, we introduced tags, a flexible and structured way to label your data:
Create tags for categorization.
Assign these tags to customers and products one-off or via a spreadsheet.
Generate reports and browse data based on these tags. 📊
What are some examples?
Tags don’t exist in most legacy systems at paint and hardware stores, so we encourage you to use your imagination! Here are some ways we’ve heard clients want to use tags:
Customers
Professional vs DIY — so you can market to homeowners and contractors differently
Key accounts — so you ensure your sales reps are checking in with the most important accounts.
Tax type — so if your jurisdiction requires you report on religious institutions vs schools vs resale vs anything else, you can easily report.
Products
Additional categorization — Most systems only have a three-part category system: Department, Class, and Fine line. While we also have a Department, Class, Fine line categorization, tags provide limitless categorization. For example, you may have Department “Paint”, Class “Interior”, and fine line “Aura”. But how can you see how much of each sheen you sell? Create a tag for each sheen! 🏷️
How do they work?
Set up permissions. Ensure you and any of your employees that you want creating tags have the permission enabled.
Create tags. Go to Admin > Tags and create the tags you want to use.
Assign tags. You can assign tags directly on the customer or product…
or you can assign them in bulk with a spreadsheet download & upload.
Analyze by tags. Once assigned, you can slice and dice any report by those tags. Notably, these will work historically! As in, if you assign tags now, you can report on these groups looking back.
What next?
We’re considering adding tags more broadly throughout the product so that y’all can tag sales, orders, staff, locations, or anything else. We’re curious to see how you use these, so let us know what you think!
All of this is part of an effort to make Rundoo more customizable. Products and customers now have a customizable unique ID, tags, reminder pop-ups, and a generic notes field.
Anything else?
To anyone that celebrates, Merry Christmas! 🎄☃️🎅