Tags in Blackpurl let you label part records, unit records, and labour codes with custom keywords so you can filter and group them in reports. This article explains what tags are, how to set them up, how to assign them to records, and how to use them as report filters.
What Are Tags
A tag is a custom label you can apply to one or more part records, unit records, or labour codes. Tags give you a flexible way to group items that share a characteristic — even when that characteristic isn't visible in the item's name or description.
For example, suppose you want to report on all brake pad parts. If the word "brake pad" doesn't appear in every part's description, a standard search will miss some of them. By creating a tag called Brake Pads and applying it to every relevant part record, you can use that tag as a filter in any parts report to get a complete and accurate list — regardless of how each part is named.
How to Set Up Tags
Tag management is accessed through the System Settings area of Blackpurl.
1. In the Blackpurl header, click your initials in the top-right corner to open the user menu, then select Settings.
2. From the System Settings dashboard, click Tag Management.
The Tag Management screen contains the following tools:
Search field — Search for a tag by keyword instead of scrolling through the full list.
Date Created filter — Filter the tag list by the date each tag was created.
Create a New Tag field — Type a tag name here to add a new tag.
Tag list — Displays all current tags.
3. Click into the Create a New Tag field and type the name of the new tag. For example, type Brake Pads.
4. Press Enter to add the tag. It will appear immediately in the tag list.
Once a tag has been created, you can manage it directly from the tag list:
Click the tag name to rename it.
Click the toggle icon to make the tag inactive.
Click the X icon to remove the tag entirely.
Assigning Tags to Records
Once a tag is set up, you can assign it to any part record, unit record, or labour code. The process is the same for each record type. The example below shows how to add a tag to a part record.
1. Navigate to the part record you want to tag and click Edit.
2. In the Edit Merchandise window, go to General Information and locate the Tags field.
3. Click into the Search Tag field, start typing the tag name, then click to select it from the list. You can add as many tags as needed to a single record.
4. Click Save to apply your changes.
Use the same process to assign tags to labour codes and unit records.
Running Reports Using Tags as a Filter
Any report that supports filtering can be narrowed down using tags. Run the relevant report, then update the filter parameters to include a tag.
For example, to run the Recent Parts report filtered by the Brake Pads tag:
1. Open the Recent Parts report.
2. Open the filter panel and click Select Other Fields.
3. Select Tags from the list of available fields.
4. Choose the tag you want to filter by — for example, Brake Pads.
5. Click Apply.
The report results will show only the items that have the selected tag assigned to them.