Introduction
Tags are ways to group Multiple Sites that share similar Menus and/or Tax Codes together.
Adding a Tags is an effective way to group like Sites and Locations. This helps with making Menus Available for only a specific set of Sites while keeping other Sites from seeing the same Menu. It can also help with viewing a Calendar by only that Tag or giving a User specific Permissions only related to a Tag.
Create a Tag
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Go to Setup > Organization > Multiple Sites.
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Click Edit.
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Find the box labeled 'Tag."
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Enter a Tag name.
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For Sites with multiple Tags, separate each Tag with a comma.
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Click Save.
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Add that same Tag to each Site to include in the group.
Add Tags to group Multiple Sites
- Once the Tag is added to all the Sites, go to the Menu Module.
- Click to Edit a Menu.
- In 'Allocate Menu to Site,' click the drop down to allocate the Tag.
Search Calendar by Tags
- In the Calendar Module, search for scheduled Orders by a Tag.
- You then only see Orders set for Sites within that Tag.
- This is helpful for a User who manages various Sites to view all of the Orders set to be fulfilled without worrying about the Orders not within their oversight.