> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cardops.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Tags

> How to use tags for organizing and reporting

Tags are labels you apply to orders, expenses, and payouts. They're the primary way to group records for P\&L reporting and organization.

## How tags work

Every record can have:

* **One primary tag** — the main category for reporting
* **Unlimited secondary tags** — additional labels for cross-cutting concerns

For example, an order from a convention might have:

* Primary tag: `GenCon 2025`
* Secondary tags: `Modern`, `High Value`

## System tags

CardOps ships with pre-configured tags for common use cases. These cannot be deleted, but you can choose not to use them.

## Custom tags

Create your own tags under **Settings > Tags**:

1. Go to **Settings > Tags**
2. Click **New Tag**
3. Enter a **name** and choose a **color**
4. Click **Save**

## Tag archiving

Instead of deleting tags (which would break historical reports), CardOps uses soft-delete:

1. Go to **Settings > Tags**
2. Find the tag you want to archive
3. Click the archive icon

Archived tags:

* Don't appear in tag selection dropdowns
* Are still visible on existing records
* Still appear in historical reports

You can unarchive a tag at any time.

## Reporting with tags

Tags are the primary grouping dimension for P\&L reports. The **P\&L by Tag** report shows revenue, fees, expenses, and net profit grouped by your tags.

This makes tags powerful for tracking profitability across:

* **Events** — conventions, card shows
* **Product lines** — MTG singles, sealed product, accessories
* **Time periods** — Q1 inventory, holiday sale
* **Channels** — premium listings, clearance

## Best practices

* **Be consistent** — pick a naming convention and stick to it
* **Keep it simple** — fewer, well-used tags are more useful than many rarely-used ones
* **Use primary tags for the big picture** — primary tags should represent your main reporting dimensions
* **Use secondary tags for detail** — secondary tags add granularity without fragmenting your primary reports
* **Archive, don't delete** — archiving preserves historical data while keeping your active tag list clean