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Using Product Tags for Reporting and Internal Tracking

Learn how to use product tags in reports to track internal tools, crew time, and other non-income generating inventory.

Written by Hrant Minasyan

Overview

Product tags in Rentopian allow you to organize and track inventory more effectively, especially for internal use such as tools or labor tracking. These tags can be used to filter key reports like Product Income and Product Income Prorated.

Tag-Supported Reports

To access reports that support tags:

  1. Navigate to Reports.

  2. Search for β€œtag”.

  3. Select either Product Income or Product Income Prorated.

  4. Use the Tag filter to run the report based on specific tags.

Use Cases

1. Tracking Internal Labor or Crew Time

  • Create an inventory item like "Crew Type A" where the quantity of this product could be minutes to measure available time of crew.

  • Add this product as an add-on to a main product, such as a tent.

  • Apply a tag like "Crew" to this product.

  • Run the report filtered by the "Crew" tag to estimate total crew minutes needed for a given day or date range.

2. Monitoring Use of Internal Tools

  • Create inventory items such as "Tent Jack" or "Stake Driver".

  • Edit the product and assign a tag like "Tools".

  • Add these items to relevant orders as needed.

  • Run the report filtered by the "Tools" tag to view usage over a given period to help you identify which tools are used the most to possible upgrade for efficiency.

Best Practices

Use tags consistently across related products. This helps you quickly pull accurate reports that reveal resource usage and internal inventory performance. While prices for internal items may be $0, tagging still allows you to quantify how often items are used.

Need Help?

Reach out to [email protected] for help setting up tags or running the right reports.

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