Point of Sale (POS)
Introduction
Tagrain is an application that scales up as the business scales.
One of the ways it keeps pace with the growth is by allowing easy addition of Stores and POS Registers.
Adding POS or Web Registers will impact your Tagrain subscription.
The section below explains in detail the process of adding stores and registers in Tagrain.
Home > Setup > Store Management > POS
The Store Management Screen has all the settings required for managing store operations including definition of Stores, POS Registers, Receipt Formats, and setting up Sales Targets for the company.
Add a Point of Sale
Navigate to Home > Setup > Store Management > POS. All the existing POS Registers are listed on this screen.
Click the Add POS button to open the Add POS Screen.
Fill in the required information including the mandatory fields such as Name, Store, etc from the available valid values. The mandatory fields are marked with an (*) asterisk mark. The various fields in the POS card are explained below:
Name:
Enter in a Unique POS Name.
Store:
Select the Store the POS is connected to. Remember that a POS cannot move from one store to another.
Print Format:
Select a print format to be used by the POS. Print format is the template based on which the transaction receipt is printed on the POS Register. Please see the print format section for more information.
Show Hospitality Products:
Switching this ON will display Hospitality Products on the POS Register.
The plugin Hospitality for Quick Serve and Fine Dining is included in both - Community and Enterprise editions. This means that you will NOT be required to purchase and subscribe to this plugin. You can activate the plugin from the Plugins page or from the Choose your subscription tab in the purchase subscription page.
Show Retail Products:
Switching this ON will display Retail Products on the POS Register.
Delete suspended transaction on register close:
Switching this ON will delete all suspended transactions when the register is closed.
In the context of BIR Accreditation (Philippines), you are required to toggle the switch Enable BIR to ON. Switching this ON, on the Global Settings page incorporates some BIR specific settings in the application. These settings reflect at several places in the application including the POS Settings Page. The following new fields appear on the POS accordion (as shown in the screenshot below):
MIN Number
Serial Number
PTU Number
PTU Issue Date
PTU Valid Until
For more information you may refer to the article on BIR - Global Settings.
Once you have completed the setups for the POS, you can click the Save icon to save it.
Delete a Point of Sale
Click on the Delete button next to the POS Register that you want to delete. You should see a confirmation dialog box asking you to confirm the deletion. Click Yes to confirm deletion. Click Cancel to return to the POS List View Screen.
You will not be able to delete a POS if it has transactions recorded against it.
Edit a Point of Sale
Click the edit symbol next to the POS Register that you want to edit. This will bring up the Update POS Screen, wherein you can edit POS Register Name, update Print Format etc. However, some options may be greyed out.
Once you have completed the setups for the POS, you can either select the Save icon to save it to the system or cancel to return to the previous screen
Reinitialising the POS
Every time you want to replace one POS system with another, you MUST reset the POS using the Scissors Icon. This is called Reinitialising the POS.
Suggested Readings
Stores
POS
Receipt Format
Sales Target
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