Mobile App for Inventory Management Plugin Activation
In this article: We will cover the steps to activate the Mobile App for Inventory Management Plugin. The images used in this article have been created on a device running Android, the application is also available on iPhone. |
Introduction
Mobile App for Inventory Management Plugin is a software module that seamlessly integrates with Tagrain POS and allows you to extend the functionality of your existing Tagrain edition. It allows you to manage back-office transactions related to inventory management using the Tagrain Handheld mobile application.
This mobile application is available to run on both - Android and iOS and allows you to look up products and create lists of products / quantities to perform inventory back office related transactions. The list you create using a Tagrain Handheld device can be actioned on Tagrain Web.
The Mobile App for Inventory Management plugin when subscribed to and activated allows you to use your Handheld device, to create product lists to perform any of the following tasks:
-- Goods Receipt
-- Goods Issue
-- Purchase Order
-- Stock Transfer
-- Stock Count
Prerequisites
The only prerequisite to making use of the inventory and delivery management features is that the Mobile App for Inventory Management Plugin should be subscribed to and activated.
Plugin Dependency
Performing inventory back office related transactions within the Tagrain Handheld has its own dependencies. For Example, to be able to make use of the Stock Counting feature the Stock Counting Plugin must be activated. The Table below makes it even more clear:
To be able to make use of the Goods Receipt, Goods Issue, and Purchase Order features the Product Purchase Management plugin must be activated.
To be able to make use of the Stock Transfer feature the Stock Transfers and Inventory Tracking plugin must be activated.
To be able to make use of the Stock Counting feature the Stock Counting plugin must be activated.
Steps To Activate The Mobile App for Inventory Management Plugin
You can subscribe to and activate the plugins from the Purchase Subscription screen. There are multiple ways you can approach this screen.
From the Plugins Screen
You can follow the steps below to activate the Mobile App for Inventory Management plugin from the Plugins screen:
Navigate to Home > plugins to open the plugins Grid View screen. This screen is divided into the following sections –
All
This section of the Plugin Grid View screen displays all the Plugins, irrespective of the fact whether they are active or not.
Active
This section of the Plugin Grid View screen displays the Plugins that the user has already subscribed to and are active.
In-Active
This section of the Plugin Grid View screen displays the Plugins that the user is yet to subscribe to and are not active.
Recommended
This section of the Plugin Grid View screen displays the Plugins that when subscribed may prove useful to the user in upscaling his business.
Integrations
This section of the Plugin Grid View screen displays all the third-party Plugins that can be seamlessly integrated with Tagrain.
Click the Activate button on the Mobile App for Inventory Management plugin tile to open the Activation Popup screen. This screen will give you two choices:
OK And Continue Selecting
Click this button if you wish to add more plugins to your existing Tagrain edition.
Review And Checkout
Click this button if you wish to add this single plugin to your existing Tagrain edition.
To keep things simple and easy to understand, we have assumed that you are activating only the Mobile App for Inventory Management plugin at this time.
Click the Review & Checkout button to proceed to the Purchase Subscription page. This page will show you the plan you are subscribed to along with the number of Stores and POS available.
Navigate to the Choose Your Subscription section. You should see your plugin ticked / selected for activation.
When you approach the Purchase Subscription page from the Plugins screen, you will see that your plugin is pre-selected (ticked) for activation.
Select the number of Handheld licences. The amount that you pay for the plugin depends on the number of Handheld licences that you opt for.
The Mobile App for Inventory Management Plugin is licence based. This means the amount you pay depends on the number of Handheld licences you choose.
Review your order summary and click on the Confirm & Pay button in the Cart Detail section to proceed with activation.
The Mobile App for Inventory Management Plugin can also be activated using the More Details button on the tile. Clicking the More Details button opens a popup screen.
Left Pane More Details Popup Screen
The left pane of the popup screen has the following sections:
Description
Displays a description of what the plugin has to offer
FAQs
Displays the frequently asked questions pertaining to the plugin
Screenshots
Displays the screenshots from the application highlighting a plugin feature
Right Pane More Details Popup Screen
In the right pane, you should see the following:
-- Plugin Name
-- Plugin Price (Monthly and Annual)
-- Activate button
Click the Activate button, to open the Activation Popup screen.
Click the Review & Checkout button to proceed to the Purchase Subscription page.
Navigate to the Choose Your Subscription section. You should see your plugin ticked / selected for activation.
Select the number of Handheld licences. The amount that you pay for the plugin depends on the number of Handheld licences that you opt for.
Review your order summary and click on the Confirm & Pay button in the Cart Detail section to proceed with activation.
From the Manage Account Section
You can follow the steps below to activate a plugin from the Manage Account section:
Navigate to the admin section in the top right corner of the screen and click Manage Account. On the Subscription screen that opens, click the Upgrade button to reach the Purchase Subscription page. Navigate to the Choose Your Subscription section on the Purchase Subscription page.
This page will show you the plan you are subscribed to along with the number of Stores and POS available. You can increase or decrease your Store / POS count. Increasing the POS count will have an impact on your subscription.
You simply need to put a tick against the activation check box on the plugin Tile to mark the plugin as Active.
When you approach the Purchase Subscription page from the Manage Account section, you will have to manually put a tick against the activation check box on the plugin tile to mark the plugin as Active.
Select the number of Handheld licences. The amount that you pay for the plugin depends on the number of Handheld licences that you opt for.
The Mobile App for Inventory Management Plugin is licence based. This means the amount you pay depends on the number of Handheld licences you choose.
Review your order summary and click on the Confirm & Pay button in the Cart Detail section to proceed with activation.
The Mobile App for Inventory Management Plugin can also be activated using the More Details button on the tile. Clicking the More Details button opens a popup screen.
Purchase Subscription Screen Explained
The Purchase Subscription Screen is divided into the following sections –
Choose Your Subscription
This tab lists the plugins that are available for you to activate and include in your subscription. The plugins that you select for activation are added to the Order Summary tab. If you are here from the Plugins page, your plugin will already be selected for activation. If you are here directly from the Manage Account section, you will have to manually select your plugin for activation. You also have the option to select additional plugins for activation. The effect on pricing due to the updated list of plugins can be seen under New Subscription in Cart Details.
Already Active
This tab lists all the plugins that are currently active in your subscription. You have the option to select these plugins for deactivation.
Order Summary
This section lists all the plugins that have been selected for activation or deactivation.
Number of stores considered for the New Subscription pricing is mentioned below every plugin that has been selected for activation
Cart Details
The selected plugin will get added to the New Subscription section of the cart details.
Amount Payable
The amount payable NOW is calculated based on the number of days from the plugin activation date(today) to the next billing date of your Tagrain subscription. This means that if you activate a plugin somewhere in between your billing cycle, the application will prorate the “amount payable now” from today to the start of the next billing cycle.
Please note that the number of stores in your setup affects the overall plugin pricing.
This is explained with an example below.
Let's say your setup has 2 stores and 2 POS
You are on an Annual Billing Cycle 1st Jan - 31st Dec
On 5th April You want to activate a plugin whose annual price per store is $5.99
The prorated amount for this plugin for two stores will be:
(Total plugin price / 365) X number of days left to you next billing date
The total plugin price will be 2 X 5.99 X 12 = 143.76 (because there are 2 stores)
Number of days left till the end of the billing cycle will be 31st Dec - 5th Apr = 271 (both days included)
The amount you need to Pay Now will be (143.76 / 365) X 271 = 106.74
Plugins in Tagrain are either Subscription Based or License Based. So the price that you pay for your plugins is based on the number of POS terminals that you have in your setup and the number of licences that you have acquired.
The subscription fee for Tagrain and its plugins is non-refundable. A plugin once purchased and activated, shall not be refunded. You may, however, choose to deactivate the plugin if you no longer want to use it. Upon deactivation, all the features and functionality added to the application upon plugin activation are removed. However, the application retains all the data pertaining to the plugin till the end of your current billing cycle. At the start of the next billing cycle, this data is purged from the application. However, in the case of payment processor plugins (Clover, Elavon, and Moneris) the data pertaining to these plugins is primarily associated with the reference numbers and auth numbers for the credit card transactions done, and so the data is retained and never purged from the application.
The plugin - Multiple Units of Measure, once activated, cannot be deactivated.
The plugin - Hospitality for Quick Serve and Fine Dining is included in both the editions - Community and Enterprise. Activating or Deactivating this plugin will have no impact on your subscription.
You can always reactivate the plugin without incurring additional charges during its subscription cycle. There will be no change in your subscription amount in the current billing cycle if you are only deactivating the plugin AND not updating your Store / POS count.
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