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Sales Order Tag for Omnichannel
Sales Order Tag for Omnichannel

Differentiate the sales report from Omnichannel order by using sales order tag

Maristella avatar
Written by Maristella
Updated over a week ago

Sales order tag works when you separate your sales into several types. For example, for retail, you want to differentiate between offline and online store sales (Tokopedia, Shopee, etc) after you have done the integration. In this following article, we will explain the steps for creating a sales tag and using it on the omnichannel configuration menu.


I. Add Sales Order Tag

Step 1. Go to Setup Menu, Click More Menu, then Click Sales Order

Sales order Tag

Step 2. Click Add Button

Add Sales Order Type

Step 3. Input Sales Tag Form and Click the Save Button

Step 4. Sales Order Tag Added Successfully

Sales order tag


II. Configure Omnichannel Order Tag

Step 1. Go to DealPOS Omnichannel using the POS User

Login Marketplace

Step 2. Go to Channel and Select Any Channel

Channel Selection

Step 3. Click Edit, Go to the Orders Tab, Choose Sales Order Tag

Edit Sales order tag

The sales order tag is not only used for Identify channel Orders. Otherwise, it can also be used in POS offline transactions, for example, Walk-In Orders, WhatsApp Orders, etc. You may also use the Sales Order Tag to identify orders from online channel that we haven't handled yet (if you sell on that channel).

If you have multiple account in one channel which integrated with 1 outlet, you have to differentiate the sales order tag for each channel. If you don't differentiate the sales order tag, there will be an alert notification when you click the Channel menu

Alert

When your order configuration is not unique, your Dashboard Sales Report will be invalid. You can use either Outlet or Order Tag to differentiate Channel Order.


III. How to See the Reports By Sales Order Type

Step 1. View Sales Report Based on Filtered Sales Tag

Go to Reports, Select Report Detail, then Filter Sales Order Type.

Report Based on Sales Tag Order

Step 2. View Total Sales from all Sales Order Tag

Go to reports and click the Tag

Report by Tag


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