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  2. Items (PIM)
  3. Preparatory settings
  4. Tags and flags

Tags and flags

plentymarkets includes several options for adding keywords and symbols to products. Table 1 compares the possibilities and uses examples to illustrate them.

Table 1. What’s the difference between tags and flags?
Type Explanation

Flags

Examples:

  • you want to keep track of several different items in the back end.

Technical specifications:

  • Flags are graphic symbols.

  • Flags can only be linked to entire item data records.

  • Assign one or two flags to each item.

Tags

Examples:

  • you want to keep track of several different variations in the back end.

  • you want to add keywords to some variations in the front end.

Technical specifications:

  • Tags are texts like keywords or phrases.

  • Tags can be linked to individual variations.

  • Assign any number of tags to each variation.

  • Decide which tags should be visible to customers in the plentyShop.

  • Tags can also highlight other types of data, e.g. customers, orders, tickets, etc.

1. Flags

The idea is simple. Assign each of your items one or two flags. You’ll see these flags when you access your items in the back end. Such visual aids help you find the right items at a glance. You can also search for items in the back end that have a specific flag or combination of flags.

Take a look at the different flags that are included in plentymarkets. By default, flags are named after their ID. However, you can rename them as needed. Once you’re happy with the names, you can link the flags to items.

1.1. Renaming flags

Take a look at the different flags that are included in plentymarkets. There are 31 symbols that you can use as “Flag 1” and 11 symbols that you can use as “Flag 2”. By default, flags are named after their ID. However, you can rename them as needed.

Renaming a flag:

  1. Go to Setup » Item » Flags.

  2. In the line Name, enter a name.

  3. Save () the settings.

1.2. Flagging items

Once you’re happy with the names, you can link the flags to items. You’ll see these flags when you access your items in the back end. Such visual aids help you find the right items at a glance. You can also search for items in the back end that have a specific flag or combination of flags.

Items can be assigned up to two flags:

  1. Go to Item » Edit item.

  2. Search for and open the item.
    → On the far right side of the toolbar, you will find two buttons for flags.

  3. Click on one or both of the buttons and choose a flag from the drop-down list.

  4. Save () the settings.

2. Tags

The idea is simple. Assign any number of tags to each variation. These tags serve multiple purposes:

2.1. Requirement: Necessary user rights

People with Back end access rights can only see certain areas and menus in plentymarkets. This means they only have limited access to the system. If you want back end type users to be able to work with tags, you have to grant them the following rights:

  • Setup > Tag

Tip: How to grant rights

Note that only Admins can grant rights.

Assigning rights:

  1. Go to Setup » Settings » User » Rights » User.
    → The user accounts are displayed in an overview.

  2. Click on a user account.
    → The Rights menu item containing the visibilities opens.

  3. Assign the rights for the respective area by ticking the check boxes indicated above.
    Note: You can either grant rights for complete areas or limit the rights you grant the user. To only grant limited rights in a certain area, expand the area.

  4. Save () the settings.

The Rights and Menu visibilities are linked. This means that if you grant a right in one of the two areas, plentymarkets automatically grants the corresponding rights in the other area.

2.2. Creating tags

First, create the tags that you want to use.

Creating a tag:

  1. Go to Setup » Settings » Tags.

  2. Click on Create new tag ().
    → A window opens on the right-hand side.

  3. Carry out the settings. Expand the info boxes below () to learn more about the settings.

  4. Save () the settings.
    → The tag is created and added to the list.

More about the settings
Setting Explanation

ID

The tag ID is automatically assigned and cannot be changed. It is used to uniquely identify your tags.

Use case: Tag links can be imported. For example, while you import item and variation data, you can also directly link the appropriate tags. This is done, e.g. by specifying the tag ID.

Name EN
(Mandatory field)

Enter a name for the tag. The name is the keyword that highlights the data record.

Tip: The name can include spaces. As such, tag names can consist of multiple words.

Colour

What background colour should the tag text have? There are three ways to choose the colour:

  • Enter the colour’s hexadecimal value.

  • Enter the English name for one of the 16 basic colours (black, red, silver, white, etc.)

  • Click on the square on the right and click on the colour spectrum.

Availability

What types of data records will you link to this tag? Select all of the appropriate availabilities ().

Section Example of use

Board

Do you want to highlight specific task cards on boards?
Example: Specify that some tasks have a high or low priority.

Category Link

Do you want to highlight specific categories in the back end?
Example: Specify that a category should only be used for seasonal offers.

Note: Category tags are not visible to customers in the online store.

Ticket

Do you want to highlight specific tickets within the ticket system?
Example: Specify that the ticket relates to a specific sales channel like Amazon or eBay.

Contact

Do you want to highlight specific contacts?
Example: Specify the customer’s preferred method of communication.

Variation

Do you want to highlight specific variations?
Example: If you sell ladders, specify that some ladders were awarded a seal of approval for their safety features.

Note: Variation tags can be made visible to customers in the online store. Do so by selecting the appropriate client further below.

Order

Tags can currently be created for orders, but they cannot be linked to orders yet. Therefore, this option is currently not in use.

Messages

Do you want to highlight specific messages within the messenger tool?
Example: Specify that the message relates to a specific sales channel like Amazon or eBay.

Message (billable)

Do you occasionally write fee-based messages in the messenger tool? In other words, should the customer be charged for the minutes that elapsed while writing the message?

While writing a fee-based message, you’ll need to select at least one tag with this availability. Otherwise, the message cannot be created.

Client
(functional for plentyShop LTS 5.0 and higher)

In which plentyShops should the tag be visible to customers? Select all of the appropriate webshops ().

Note: This option only appears if you selected the availability Variation.

Name DE
Name FR
Name IT
etc.

Translate the tag names into other languages.

Example of use: Variation tags can be made visible to customers in the online store. If your online store is available in multiple languages, then the tag names should also appear in these languages.
Tags can be edited at any time

Use the search function to find specific tags. The optional filters can be used to limit the search results:

  • Name = Enter the tag’s name in the main language of your plentymarkets system.

  • Availability = Select one or more availabilities. The search results will only include tags with this availability.

  • Language = Select one or more languages. The search results will only include tags that have a name saved in this language.

2.3. Adding tags to variations

Once you’ve created your tags, you can link them with variations. Tags can:

Inheritance behaviour

Tags that you link to the main variation are passed on to the item’s sub-variations. To save other tags for a variation, deactivate inheritance and save different tags.
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