Company level tags allow you to standardize and manage tagging across multiple locations in your estate. These tags function similarly to store level tags but are created and maintained at the company level for broader consistency and ease of deployment.
1. Access the Company Level
To begin, switch from a specific store location to the company level:
In the top-left corner of Lupa OS, use the location dropdown to toggle from a store to the company level.
Once on the company level, navigate to the Tags tab.
2. Create a New Tag
To create a new tag:
Click on Create New Tag.
Fill in the required fields:
Name: The name of the tag (e.g. “VIP”, “Needs Follow-Up”).
Description (optional): A short description for internal use.
Applies To: Choose whether this tag applies to pets, clients, products, or services.
Color: Use the color picker to assign a visual identifier to the tag.
Once filled, click Save to create the tag.
3. Manage Existing Tags
You can manage all company level tags from the tags page:
Use the list to view all created tags.
To make changes, click the three dots next to a tag to either:
Edit: Modify the name, description, applicability, or color.
Delete: Permanently remove the tag from the system.
'' Note: Changes made at the company level will be reflected across all locations using that tag, ensuring consistent tagging and streamlined workflows. ''
By leveraging company level tags, your entire organization can stay aligned on tagging logic, making it easier to sort, filter, and manage data across your network.