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Create Tags

Overview​

You can create new tags using the Tag Management feature.

Purpose​

The tag creation feature is used for the following purposes:

  • Cross-data organization and search: Labeling with tags makes it easier to classify, search, and group data across different types.
  • Internal operational memos and classification (Control Tag): Control tags are not displayed on the buyer screen and can be used for internal classification or operational memos.
  • Improved searchability in the buyer app (Public Tag): Public tags are visible to buyers and can be used for searching, filtering, and badge displays.
  • Clarification of association targets: Tags can be created for each data type, such as "Customer Buyer" or "Catalog","Order".
  • Improved visibility with color settings: You can optionally set a tag color, making it easier to distinguish in lists and detail screens.

Feature Description​

What is a Tag​

A Tag is a master data for labeling various data such as Customer Buyers, Catalogs, and Orders.

Tags are not used alone, but can be utilized by applying them to data corresponding to the Target Data Type of the created tag.
Data associated with tags can be search by tag.

Target Data Type of Tags​

When creating a tag, specify the Target Data Type to associate the tag with.

You can select the Target Data Type from the following:

  • Customer Buyer
  • Catalog
  • Order
  • Delivery Note
  • Goods Return Note
  • Billing Invoice
  • Credit Note
  • Payment Confirmation

Control Tag and Public Tag​

You can create "Control Tag" and "Public Tag".

  • Control Tag: Not visible to buyers. For internal classification and operational notes.
  • Public Tag: Visible to buyers. Used primarily for searching and filtering buyer-facing content (e.g., catalogs) and displayed as badges.

Currently, "Public Tag" can only be created for "Target Data Type: Catalog".
For all other Target Data Types, only "Control Tag" can be created.

Instructions​

There are two main types of Tags.
Select the tag to create depending on the purpose.

  • Control Tag: Not visible to buyers. For internal classification and operational notes.
  • Public Tag: Visible to buyers. Used primarily for searching and filtering buyer-facing content (e.g., catalogs) and displayed as badges.

The creation procedures for each are explained below.

Go to Tag Creation Page​

  1. Click Settings in the header menu.
  2. Click the Tag Management button in General Settings.
    You will be redirected to the Tag Management page.
  3. Click the Create Tag button.
    The Create A New Tag modal opens.

Create Control Tag​

This section explains the procedure for creating Control Tag for internal management.

Please complete Go to Tag Creation Page in advance.
It explains the procedure to move to the Tag Creation Page.

  1. Target Data Type (Required)
    Select from the following:

    • Customer Buyer: Create a tag that can be associated with buyers.
    • Catalog: Create a tag that can be associated with catalogs.
    • Order: Create a tag that can be associated with orders.
    • Delivery Note: Create a tag that can be associated with delivery invoices.
    • Goods Return Note: Create a tag that can be associated with goods return notes.
    • Billing Invoice: Create a tag that can be associated with billing invoices.
    • Credit Note: Create a tag that can be associated with credit notes.
    • Payment Confirmation: Create a tag that can be associated with payment confirmations.

  2. Tag Type (Required)
    Select Control Tag.

    Refer to Create Public Tag for how to create Public Tag.
    It explains the procedure for creating Public Tag.

  3. Tag Code (Required)
    Enter an arbitrary string. It will be the identifier in the system.

    Enter a unique string that does not duplicate with other tags. If it duplicates, an error will occur upon creation.

  4. Tag Name (Required)
    Enter the name of the tag. It will also be used as the display name.

  5. Description (Optional)
    Enter an arbitrary description. You can register the purpose of use of the tag as a memo.

  6. Tag Color (Optional)
    By enabling the Set Color toggle button, you can specify the display color of the tag.

    • Enable toggle button: Please specify an arbitrary color from the color picker.
    • Disable toggle button: The display color of the tag is not set.

  7. Create
    When the settings for each step are completed, click the Create button.

    If the process is successful, a new tag is created.
    If the process fails, an error is displayed. Please correct the input content according to the error details.

Create Public Tag​

This section explains the procedure for creating Public Tag for buyers.

Please complete Go to Tag Creation Page in advance.
It explains the procedure to move to the Tag Creation Page.

  1. Target Data Type (Required)
    Select Catalog. Create a tag that can be associated with catalogs.
    *Currently, only "Catalog" can be specified for Public Tag.

  2. Tag Type (Required)
    Select Public Tag.

    Refer to Create Control Tag for how to create Control Tag.
    It explains the procedure for creating Control Tag.

  3. Tag Code (Required)
    Enter an arbitrary string. It will be the identifier in the system.

    Enter a unique string that does not duplicate with other tags. If it duplicates, an error will occur upon creation.

  4. Tag Name (Required)
    Enter the name of the tag. It is not used for the display name.

  5. Tag Display Name (Public Tag) (Required)
    Enter the display name for each language.
    It is used as the display name, and the tag display name automatically switches according to the user's language settings.
    The languages that can be input depend on the languages enabled in "Maker Settings > Core Preferences".

    If you enable the Copy checkbox, the display name of the primary language will be copied to the checked languages.

  6. Description (Optional)
    Enter an arbitrary description. You can register the purpose of use of the tag as a memo.

  7. Tag Color (Optional)
    By enabling the Set Color toggle button, you can specify the display color of the tag.

    • Enable toggle button: Please specify an arbitrary color from the color picker.
    • Disable toggle button: The display color of the tag is not set.

  8. Create
    When the settings for each step are completed, click the Create button.

    If the process is successful, a new tag is created.
    If the process fails, an error is displayed. Please correct the input content according to the error details.

Important Notes​

Tag codes must be unique strings​

The tag code must be a unique string.
If the tag code conflicts with another tag, an error will occur upon creation.

Created tags cannot be deleted​

Currently, for system safety, tags cannot be deleted once created.

If you have created a tag for testing, please prioritize "Editing" it to replace it with one for actual use.