Best Practices for Tags

For instructions on how to set up tags, see the How to create a tag

Contents:

Tags can be applied to...

Tags in Reports

Tags in servicing a micro market

Tags can be applied to:

• Products
• Product Families
• Points of Sale
• Customers
• Routes

Reports

Grouping of POS or Accounts to report on sales, placements, etc 

• Commissions
  • Commission groups
    • Ex: Best Vendors or National Vending
  • Commission payment cycles
    • Ex: Monthly or Quarterly
  • Group Accounts or POS by quarterly, monthly, etc.
• Multiple Accounts that have a parent company
  • Larger Accounts, such as hospitals and school systems, may have multiple Accounts set up in Gimme, but the total commissions for all accounts goes to one company
• Account types
  • Ex: Delivery only

Sales or placement of product kinds

• • Group products together by kind or some other custom category
    • Ex: seasonal products that need to be removed from machines due to risk of melting in warmer seasons

Route performance 

• • tag routes by division, supervisor, route type, etc.

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Servicing a micro market

"We, reduced the amount of time it takes to inventory a market by 30-60 minutes by assigning product tags for market products!" - Dan McKeever, owner/operator of Snacks Plus Vending

By assigning product tags, Gimme Field users can filter the planogram view. As Dan mentioned, this is a time saver for quickly assessing inventory in a micro market. 

Ex: Gum/Mint tag is selected in the second screenshot

   

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