Tag Transactions, Members, Shops, and Admins

Overview

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Tags let you label transactions, members, shops, and admins with categories that fit your business. Use tags to slice data by axes that the built-in reports do not cover, and to filter lists later.

Typical use cases:

• Campaign tracking: Tag bonus-point transactions during a limited-time campaign with a label like “Spring Campaign” and measure the impact later.
• Multi-shop operation: Tag transactions handled by a part-time staff member who works across several shops to track performance per person.
• Member segmentation: Manage your own ranks such as “VIP”, “Beta Tester”, or “Corporate Account” alongside the built-in attributes.
• Shop classification: Group shops as “Direct”, “Franchise”, or “Pop-up” to view results by operation style.

Tags are an internal tool for admins and staff. They are not shown in the member-facing app.

Create and Edit Tags (Tag Vocabulary)

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Manage the tag list from E-money Settings.

1. Tap “Menu” in the navigation bar.
2. Go to “Settings” → “E-money Settings” → “Tags”.
3. The page shows four sections: “Transaction Tags”, “Member Tags”, “Shop Tags”, and “Admin Tags”.
4. Tap “Add and Edit Tag” on the section you want to update.
5. Type a name and press return to add a tag. Tap an existing tag to rename or delete it.

Things to keep in mind:

• Edit: Renaming a tag updates every transaction, member, shop, or admin already tagged with it. The assignment is preserved.
• Delete: Deleting a tag removes it from every item it was assigned to. This action cannot be undone.
• Uniqueness: A name can be used only once within the same tag kind.

Only staff with the “E-money Settings” edit permission can define new tags. Assigning, removing, or browsing existing tags works with any staff role.

Assign Tags to a Transaction, Member, Shop, or Admin

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Add tags from each item’s detail page. Existing tags can be assigned by any staff member.

• Transaction: “Menu” → “Transactions” → select a transaction → “Tags”.
• Member: “Menu” → “Members” → select a member → “Tags”.
• Shop: “Menu” → “Shops” → select a shop → “Tags”.
• Admin: “Menu” → “Admins” → select an admin → “Tags”.

Use “Tap to search tag…” to pick an existing tag. Creating a brand-new tag from this screen requires the “E-money Settings” edit permission.

Filter by Tag

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Each list page supports filtering by tag.

• Transaction list, Member list, Shop list, and Admin list all expose “Filter by Tag” in their filter UI. You can select multiple tags at once.
• Example: Extract only the transactions tagged “Spring Campaign” to aggregate the campaign’s sales.

Notes

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• Tags are a staff-side categorization tool and are never exposed in the member app.
• You can tag a transaction after it has been completed.
• A tag name is limited to 48 characters.
• Data exports (CSV / Excel) include a “Tags” column with the assigned tag names.