Overview

This article describes recent changes in the process of creating attributes and tags. In the Admin Console, we have combined the two setup screens for attributes and tags into a single “Attributes & Tags” screen, which includes all settings necessary to create both attributes and tags. This new screen enables you to create attributes and tags with the same functionality as earlier versions, but with a simpler configuration process, thereby reducing the time merchants spend creating and configuring these records.

To begin, log into the Admin Console and access the desired account. In the Main Menu, click Account Menu, then click Attributes & Tags.

In the Attributes & Tags screen, click New. The Admin Console will open the settings panel for a new attribute or tag.

Tags require the same settings as earlier versions:

• Name
• Override Color Button
• Assigned Items
• Visible to customer (Disabled)

Attributes require the same settings, but with additional settings in the Attribute Settings area. To view those settings, select the Visible to customer check box:

• Visible to customer (Enabled)
• Set Icon
• Available Online
• In-Store eCommerce
• Description

In this workflow, you will begin by naming a tag, assigning an override color, and assigning the items associated with the tag. From there, you will select the Visible to customer check box, which will make your tag also become an attribute.

Creating a Tag

1. In the Tags & Attributes screen, click New.
2. In the Settings panel, enter a descriptive name in the Name box.
3. In the Override Color Button list, select a color.
   Later, the POS will use this color as a background when displaying the tag.
4. In the Assigned Items list, select a menu item that you want to associate with the tag.
   You can add multiple menu items to the list.
5. Click Save.

If you save the record without selecting the Visible to customer check box, the program will save it as a tag.

Creating an Attribute

To create an attribute, you must enter all settings required for a tag, then select the Visible to customer check box and enter additional settings.

1. In the Tags & Attributes screen, click New.
2. In the Settings panel, enter a descriptive name for the attribute in the Name box.
3. In the Override Color Button list, select a color.
4. In the Assigned Items list, select a menu item that you want to associate with the attribute.
5. In the Attribute Settings area, select the Visible to customer check box.
   The program will display more settings in the Attribute Settings area.
6. Click Set Icon and select a graphical icon to represent the attribute when displayed in the POS.
7. If you want this attribute to be visible to customers ordering items in the Online Ordering website, select the Available Online check box.
8. If you want this attribute to be visible to customers ordering items in Kiosk or the Skip the Line service, select the In-Store eCommerce check box.
9. If necessary, enter a description of the attribute in the Description box.
10. Click Save.

If you save the record with the Visible to customer check box enabled, the program will save it as both a tag and an attribute. In the “Attributes & Tags” screen, the program lists both tags and attributes. In the Type column, tags are listed as Tag, and attributes are listed as Attributes (even though they also function as tags).

Later, if you edit the record by disabling the Visible to customer check box, it will function as just a tag. If you then delete the record, it will appear in the combined “deleted” list for recovery.

Additional Notes

The Location Overrides button only displays if the record is defined as an attribute. It does not display for tags.

In the new Attributes/Tags landing page, we will display the following combined headers for tags and attributes:

• Name:  Any name the user decides.
• Tag color (combined with name):  The color used by the Admin Portal when displaying the tag in setup screens for menu items, discounts, adjustments, taxes, and other records.

On defined, all functionality for tags and attributes remains the same.

Existing attributes are migrated to the Tags table, so no customer setup is needed to adopt this feature.

The Audit Trail includes the settings related to attributes and tags in a single view.