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. 

Using the Handheld device, you can 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:

Plugin Activation Steps

You can activate the Mobile App for Inventory Management Plugin from the Purchase Subscription page. You can approach this page via the Plugins Screen or the Manage Accounts Section.

From the Plugins Screen

Step 1. Navigate to Home > Plugins. This will open the Plugins Grid View Screen. This screen is divided into five sections

Step 2. Navigate to the “In active” section. You should see the Mobile App for Inventory Management Plugin listed here. Click on the Activate button.

Step 3. Click the Review & Checkout button to proceed to the Purchase Subscription page.

Step 4. Navigate to the Choose Your Subscription section on the Purchase Subscription page. You should see the Mobile App for Inventory Management Plugin ticked / selected for activation. 

Step 5. 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.

Step 6. Review your order summary and click on the Confirm & Pay button in the Cart Detail section to proceed with activation.

Once the Mobile App for Inventory Management Plugin is activated, an additional option for the Handheld appears on the Store Management screen.  

From the Manage Account Section

Step 1. Navigate to the admin section in the top right corner of the screen and click Manage Account. 

Step 2. On the Subscription screen that opens, click the Upgrade button to reach the Purchase Subscription page.

Step 3. Navigate to the Choose Your Subscription section on the Purchase Subscription page. You should see the Mobile App for Inventory Management Plugin unselected. You simply need to put a tick against the activation check box on the Mobile App for Inventory Management Plugin Tile to mark the plugin as Active.

Step 4. Select the number of Handheld licences. The amount that you pay for the plugin depends on the number of Handheld licences that you opt in for.

Step 5. Review your order summary and click on the Confirm & Pay button in the Cart Detail section to proceed with activation.

Once the Mobile App for Inventory Management Plugin is activated, an additional option for the Handheld appears on the Store Management screen.  

Configure the Handheld

Step 1. Navigate to Home > Setup > Store Management. This will open the Store Management Screen. 

 Step 2. Click the Handheld button to open the Handheld List View screen. 

Step 3. Click the Add Handheld button to open the Create Handheld screen.

Step 3. Specify a Name for the Handheld device and click the Save button. This will create a new Handheld device for your Store and start appearing on the Handheld List View screen. 

Please Note - The Store ID and Hardware ID is automatically generated when you register your Handheld device. 

Reinitializing the Handheld

Every time you want to replace one Handheld with another, you MUST reset the Handheld using the Scissors Icon. 

When you click the Scissors Icon, you should see a notification prompt asking if you are sure to perform this action. 

Click Yes to confirm and Cancel to return to the Handheld List View screen. This entire process is called Reinitializing the Handheld.

Download your Handheld app

The Tagrain Handheld mobile application is available on both - Android and iOS. 

Search for the “Tagrain Handheld” application on the App Store. Tap Install on the App Store to install the application on the Handheld device.

Register your Handheld

Step 1. Tap on the Tagrain Handheld app icon on the Home Screen to launch the application and specify the Business Name. We have specified balboa as the Business Name.  This is the first part of your Tagrain Url, so in this case, we would access Tagrain as balboa.tagrain.net.

Step 2. Specify the User Name and the Password and tap the Login button to log in to the application.

Step 3. Select the Handheld device. The Handheld that you have configured under Store Management, as explained above, will appear on this screen. 

Step 4. Select the Store. The Store(s) you have configured under Store Management will appear on this screen. 

Tap on the Store to select it and that should take you to the Handheld homepage, also known as the Product Lookup  screen. 

Know your Tagrain Handheld

The “Tagrain Handheld” application has 3 sections:

– Product Lookup Section

– Transaction Section

– List Section

Suggested Readings

Mobile App for Inventory Management Plugin Features

Mobile App for Inventory Management Plugin Deactivation

Subscription Management