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How To Create Custom Tags for Sorting and Reporting
How To Create Custom Tags for Sorting and Reporting

Set up Custom Tags for Pack-out Inventory, warehouse tracking/flagging, or to help organize inventory. Get Creative!

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Written by Xavier
Updated over a week ago

Custom Tags were created to help your organization get creative in organizing and sorting inventories.  Your creativity is the only limit to how you set up and implement tags in your process.  Here are just a few examples: 

  • Insured does a walk-through at the facility, deciding what they want, don't want, don't like, etc. As they provide direction, scan the item and apply the tag using the mobile production view in the app.  Later, sort your lists/picklists and do what is needed.

  • At the Pack-out, you may need to isolate contents possibly belonging to the tenant, which is not covered under the policy.

  • A sub-trade at the Pack-out may pick up some items, so you can assign a Sub-trade Pickup Tag or "Taken by Mike Furniture" - anything.

The whole point of tags is to help an office or warehouse administrator, later down the line, to search and organize reports/lists/deliveries, etc, based on the Custom Tags used for whatever reason.


Once you have created custom tags, you can use search fields in many views to sort and filter by the tag types used, even if you do not know what tag type was applied to a job.

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