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Flags & Indicators

Flags & Indicators let you manually mark key items in a period that need follow-up or review. These visual cues act as simple reminders, helping you stay organized and in control.

Just like our missing cost alerts, these flags appear on the main screen and guide your attention exactly where it’s needed. Designed to be clear and consistent, they become a trusted part of your workflow, ensuring nothing slips through the cracks.

Overview

See the definitions below for the Flags & Indicators functionality.

Flag Indicator

The red flag indicates that someone has turned on the flag for the various features where they exist.

Flag Trigger

Selecting this triggers the flag, and allows a user to write an optional note. It also allows the user to clear and existing flag.

Brand & Size Level Flags

This indicator, a red flag, exists at the Brand and Size/upc level. If the Size is flagged, it turns on the Brand Level Flag. If the flag is turned on at the brand level, it does not trigger a flag for the size level. 

Dashboard Alert

On the dashboard, when a flag is present, a red bar will appear. Selecting “See Flags” will display all active flags that need to be resolved.

Adding a Flag

As an example within Item Setup, to add a flag a user does the following.

1. Selects the Flag Icon (far right)
2. Enter a simple note or comment (optional)
3. Presses Save

Removing a Flag

As an example within Item Setup, to remove a flag a user does the following.

1. Selects the Flag Icon (far right)
2. Select “Clear Flag”
3. Presses Save

F.A.Q.

What can be flagged?

Items at the Brand and Size level, Sales Recipes, Vendors, Invoices, & Batch Mixes.

Can I leave a Note or short message?

Yes, when a flag is triggered by pressing the icon, you have the option to write in a short message or note.

How do I get rid of the flag?

Select the flag, and press “Clear “Flag”.

Is there a filter for flags?

Yes, at the top of the Item Setup page, you will see a filter for flagged items.

Can I trigger a Flag from the App?

As of 4/1, we are working to add a means to trigger a flag and note like this from within the Android and iOS applications.