Inventory Management
      Back to home
      1. Knowledge Base
      2. Additional Admin Guides
      3. Inventory Management

      Exclusivity (Item) Tags

      This article explains how to set up exclusivity item tags — special item tags which will permit only certain Clients from seeing those items.

      Definition

      In PantrySoft, an Exclusivity Tag is a tag admins can attach to one or more Inventory Items for one or more Clients. This allows admins to ensure that only specifically-tagged Clients will see certain specifically-tagged items when visiting the Online Portal Storefront. 

      Examples and Use Cases. In the example featured in the steps below, we'll create a Zip-Authorized tag to pair specific items with specific Clients living in an authorized zip code. Another common use of such tags is to tag certain items as Senior Items and then only permit their distribution to Clients above a certain age.

      Setup: Creating an Exclusivity Tag

      Perform the following steps to create a new Item Tag that will serve as an Exclusivity Tag:

      1. Open Item Tags
        Go to Inventory->Item Tags.

      2. New Tag
        Click New Tag.

      3. Make Tag Exclusive
        Design the item tag as you normally would, but also click the Exclusive checkbox.
        (See the Zip-Authorized Item Tag in the figure above)

      4. Save and Exit
        Click Save and Exit.

      Setup: Designating an Item Exclusive

      Perform the following steps to flag an item with your Exclusivity Tag:

      1. Edit Item
        Open Inventory->Items. Edit the target item.

      2. Add Tag
        Click on one or more of the new Exclusivity Tags you've set up before-hand.
        (See the Zip Authorized Exclusivity Tag is selected for the Resident's Meal Inventory Item in the figure above).

      3. Save and Exit
        Click Save and Exit.

      Setup: White-Listing a Specific Client

      Perform the following steps to permit a specific Client to see one or more Exclusive Items (items tagged in the previous step with an Exclusivity Tag:

      1. Load a Client
        Load a Client into the Dashboard.

      2. Edit Client
        Click on the Edit pencil next to the Client's core information (see Edit Client panel in the figure above).

      3. Tag Client
        Grant this Client access to tagged items; choose one or more of your Exclusivity Tags for the target Client.

      4. Save and Exit
        Click Save and Exit.

      Performance: Exclusivity Tags in Action

      This portion must be completed by a PantrySoft Support Specialist

      Setup Visit Settings

      Here is how Exclusivity Tags work in the Storefront experience:

      • Non-Tagged Items. As before, Clients will see all the items not tagged with Exclusivity Tags.
      • White-Listed Exclusive Items. They will also see items tagged with the same Exclusivity Tags assigned to their Client record.
      • Non-Permitted Exclusive Items. They will not see items tagged with Exclusivity Tags for which they have not been white-listed.

      Here is how Exclusivity Tags work in the Dashboard and Kiosk experiences, depending on which mode PantrySoft staff has set up for you (see the second dropdown setting in the figure above:

      • None. Dashboard and Kiosk Visits will not restrict the item list based on Exclusivity Tags.
      • Warn. Dashboard and Kiosk Visits will warn the User when they're about to violate the exclusivity of an item (when they're about to add an item restricted from the Visit's Client). 
      • Enforce. Dashboard and Kiosk Visits will simply omit all items restricted to the Visit's Client.