Automate inventory tagging with smart tags

Smart tags automatically apply to packages that match customizable criteria such as potency, expiration date, available quantity, and more, saving you time and reducing manual entry errors. Smart tags can be used in all the same ways as regular inventory tags, such as for discounting specific packages or creating E-Commerce Collections.

Things to know

  • The following user permissions control access to this feature:
    • Create Tags 
    • Edit Tags
    • Delete Tags
  • Smart tags apply only to packages, but can be based on package-level and product-level attributes. 

    • For example, you could create a smart tag that applies to your "Bulk Flower" product category and "top shelf" pricing tier (both product-level attributes) and expiration dates in the next 90 days (a package-level attribute). This tag would apply to packages that expire in the next 90 days that are also associated products assigned to the "Bulk Flower" category and "top shelf" pricing tier, but would not apply to the products themselves.

    • Smart tags are not surfaced on product-level objects in the Dutchie Public API. When working with the API, query at the package level to access smart tag data.

  • Smart tags are visible and applicable across all locations in your LSP.

Create a smart tag

  1. Go to Products > Tags.
  2. On the Smart tags tab, click Create smart tag.
    bo_products_tags_smart tags_create smart tag.png
  3. Select the criteria for your smart tag. Select AND/OR and click Add rule to select additional criteria. Packages that meet your criteria are displayed on the right.
    bo_products_smart tags_new smart tag.png
  4. Click Save.

Smart tag criteria

You can create smart tags based on any combination of the following attributes.

Attributes of package (inventory)

Attribute  Option
Vendor Is in, Is not in; select vendor(s)
Strain Is in, Is not in; select strain(s)
Available for (customer types) Is in, Is not in; select customer type(s)
Quantity available Exactly, more than, less than, between; enter quantity or range of quantities
Net weight Exactly, more than, less than, between; enter weight or range of weights and select a unit of measure
Gross weight Exactly, more than, less than, between; enter weight or range of weights (in grams)
Flower equivalent Exactly, more than, less than, between; enter flower equivalent or range of flower equivalents (in grams)
Packaging date

On, after, before, between; enter date or date range 

In the last, in the next; enter number of days

Receive date

On, after, before, between; enter date or date range 

In the last, in the next; enter number of days

Expiration date

On, after, before, between; enter date or date range 

In the last, in the next; enter number of days

Potency Exactly, more than, less than, between; enter THC potency or range of potencies (in milligrams per unit)

Attributes of product (catalog)

When you use product-level attributes, smart tags are applied to the packages associated with the qualifying products, not the products themselves.

Attribute  Option
Brand Is in, Is not in; select brand(s)
Vendor Is in, Is not in; select vendor(s)
Category Is in, Is not in; select product category/categories
Strain Is in, Is not in; select strain(s)
Pricing tier Is in, Is not in; select pricing tier(s)
Available for (customer types) Is in, Is not in; select customer type(s)
Quantity available Exactly, more than, less than, between; enter quantity or range of quantities
Grams / concentration Exactly, more than, less than, between; enter weight or range of weights (in grams)
Net weight Exactly, more than, less than, between; enter weight or range of weights and select a unit of measure
Gross weight Exactly, more than, less than, between; enter weight or range of weights (in grams)
Flower equivalent Exactly, more than, less than, between; enter flower equivalent or range of flower equivalents (in grams)

Refresh smart tags

Smart tags automatically refresh once daily. You can also click Refresh all tags to instantly refresh your smart tags.

bo_products_tags_smart tags_refresh all tags.png

How to use smart tags

Once you've configured smart tags, you can:

Further reading

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