This guide will walk you through creating a tag in Oneshopretail for efficient organization and management
Go to app.oneshopretail.com
1. Introduction
Each step is tailored for employee training, ensuring a seamless process from accessing customer data to finalizing the tagging procedure.
2. Click "Clients"
Access the customer database.
3. Click "Confirm"
You can search for a specific client or click confirm to pull a list of all customers
4. Click on the client you want to add a tag to."
Click on the client you want to add a tag to
5. Click "Add Tags"
Add tags to categorize the transaction.
6. Create your new tag
Create your new tag
7. Click here
click the + to save the tag
This guide covered the process of creating a tag in Oneshopretail, from accessing customer information to adding tags for categorization. By following these steps, employees can efficiently manage and organize transactions within the application.