Performing Purchase Orders using Tagrain Handheld

Performing Purchase Orders using Tagrain Handheld





In this article:


We will cover the steps to raise a Purchase Order back office transaction using the Mobile App for Inventory & Delivery 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. 


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



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:


Feature

Plugin that should be activated

Goods Receipt

Product Purchase Management Plugin

Goods Issue

Product Purchase Management

Purchase Order

Product Purchase Management

Stock Transfer

Stock Transfers and Inventory Tracking Plugin

Stock Count

Stock Counting Plugin



Prerequisites

To make use of the Tagrain Handheld device to perform a Purchase Order back office transaction, you need to ensure the following:


  • The Mobile App for Inventory & Delivery Management Plugin has been subscribed to and is activated.


  • The Product Purchase Management Plugin has been subscribed to and is activated.


  • The Handheld device has been set up and configured. 




For illustration purposes, we will consider the following product for a Purchase Order back office transaction:


Product Name - Mountain Bike

Product Code - CL-001

Product Description - Aggressor Mountain Bike

Product Type - Standard


You can use the Tagrain Handheld to lookup the Mountain Bike product, you should see something like the screenshot below:



In the screenshot above, we can see that the total Available Quantity of the Aggressor Mountain Bike product is 35. 




Steps to raise a Purchase Order using Handheld

The steps to raise a Purchase Order using the Tagrain Handheld are explained below:




Step 1. Open the Tagrain Handheld application. Tap on the Transaction Button in the Footer section. This should open the Transaction Screen, as shown in the adjacent screenshot. 





Step 2. Tap the Purchase Order option to open the Add Products to List screen. Tap the Pencil symbol on the My List tab to edit the name. For Example, we have renamed My List to PO: Mountain Bike





Step 3. Add the intended products to the list created for easy recognition. Make use of the Product Lookup field to search for your product - CL-001.  


You can search the product using its code, name or description. 


By default, the Quantity field displays 1 as the value.


Enter the Quantity to be Purchased on the Product Confirmation screen and tap the Add button





Step 4. The Quantity Issued reflects on the Add Products to List screen under the Product section. 


We have specified 75 as the Quantity to be Purchased. 


Tap the Save button located at the top right corner of the screen to save the changes made to the list - PO: Mountain Bike created.






Let’s say the Quantity to be Purchased has to be revised. There are 2 ways you can update the Quantity.


You can tap on the + or the - sign to increase or decrease the quantity. 


Alternatively, you can tap the product list row to reopen the Product Confirmation screen.


The Add button would turn into an Update button. 


You can specify the new quantity and click the Update button on the Product Confirmation screen to reflect the changes on the Add Products to List screen.




Step 5. Tap on the List Button in the Footer section. This should open the List Screen. 


You should see your PO: Mountain Bike List on the List Screen.


Step 6. Open Tagrain Web. Navigate to Home >  Inventory Transactions > Purchase Order to open the Purchase Order List View Screen. 



Step 7. Click the Create Purchase Order button to open the Create Purchase Order Screen. 



Step 8. Click the Import From List button on the Create Purchase Order Screen. Select the PO: Mountain Bike List on the Import List Screen and click OK. 



Step 9. Select the CL-001 Product List on the Product List Screen and click OK to return to the Create Purchase Order Screen. 



Step 10. The Aggressor Mountain Bike product that we raised a Purchase Order (PO) for using the Tagrain Handheld is displayed in the Product column on the Create Purchase Order Screen. The Quantity field is pre-populated with the quantity (75) we raised a Purchase Order (PO) for using the Tagrain Handheld. 



Step 11. Click the Save button. This will open the Purchase Order Receipt. You can choose to print this document using the Print button.



Step 12. A new Purchase Order Record appears on the Purchase Order List View Screen in the Open state.



Step 13. Click on the Cart symbol under the Actions column to open the Goods Receipt against a Purchase Order Screen. Adjust the quantity you are receiving now and click the save button to receive the products requested in the Purchase Order document. To keep things simple to understand, we have received the products in full. 



Step 14. Click the Save button. This will open the Purchase Order Document. You can choose to print this document using the Print button.



Conclusion

In the article above, we explained how to use the Tagrain Handheld device to raise a Purchase Order back office transaction. 


We already had 35 quantities of the Aggressor Mountain Bike product, and we raised a Purchase Order for 75 quantities, so that makes it 35 + 75 = 110 quantities. 


Now, if you open the Tagrain Handled device and look for the Aggressor Mountain Bike product, you should see 110 quantities against the Aggressor Mountain Bike product. 


BEFORE

AFTER



Suggested Readings

Mobile App for Inventory Management Plugin Features

Mobile App for Inventory Management Plugin Activation

Mobile App for Inventory Management Plugin Deactivation

Subscription Management


    • Related Articles

    • Performing Stock Transfer using Tagrain Handheld

      In this article: We will cover the steps to perform a Stock Transfer back office transaction using 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 ...

    • Performing Goods Issue using Tagrain Handheld

      In this article: We will cover the steps to perform a Goods Issue back office transaction using 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 ...

    • Performing Goods Receipt using Tagrain Handheld

      In this article: We will cover the steps to perform a Goods Receipt back office transaction using 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 ...

    • Performing Stock Count using Tagrain Handheld

      In this article: We will cover the steps to perform a Stock Count back office transaction using 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 ...

    • Cashiers Guide to Tagrain App for iPad

      Cashiers Guide to Tagrain App for iPad This guide is designed to help cashiers learn the daily processes around selling using the Tagrain App for iOS. Meet the sell screen Adding products to the sale Adjusting product quantities Line Level ...