Introduction

Serial and Batch Management Plugin is a software module that seamlessly integrates with Tagrain and allows you to further extend the capabilities of your Tagrain edition. With this plugin activated, you can expand your product portfolio by defining Serial and Batch controlled products. The plugin also allows you to perform important business transactions like goods receipts and goods issues. 

A quick overview on Serial & Batch Products

Serial controlled products are those products that have a unique serial number attached to them. Whenever these products are received in the store, it is mandatory to allocate serial numbers to all the pieces that are being received. A good example for a Serial product would be electronic items. For example: a mobile phone, or a television. 

Note: It is mandatory to select a serial number every time a serial controlled product is sold at the Web Register. 

Batch controlled products are those products that have a shelf life. These products when transacted always expect a batch number to be mentioned. Every batch may have one or more than one quantity in it. A good example for a Batch-controlled product would be dairy items. For example: milk, butter, eggs etc. 

Note: It is mandatory to select a batch number every time a batch controlled product is sold at the Web Register. 

Idea: In case you have subscribed to and have activated the plugin Customer Order and Delivery Management, you have the option to furnish serial numbers or batch numbers at the time of delivering the products. This is a setting that is controlled by a switch in General Settings > Global Settings > Select serial/batch at the time of delivery

Steps to activate Serial and Batch Management Plugin

You can activate this plugin either from the plugins screen by clicking the Activate button OR can select the plugin for activation from the ‘Choose your subscription’ tab in the Purchase Subscription screen. 

Click here to know more about Subscription Management in Tagrain which explains in detail the journey and the process to activate the plugins. 

You can start your upgrade process from two places. 

1. From the plugins page select the plugins that you want to activate or deactivate. Clicking on Review & Checkout on the top right of your screen takes you to the Purchase Subscription page where all the plugins will be preselected for activation. You can select additional plugins for selection or remove the selections.

2. Navigate to the admin section on the top right corner of the screen and click on Manage Account. In the screen that opens, click Upgrade button to reach the Purchase Subscription page

Activation from the Plugins Page 

In this section, we will look at how to activate the Serial and Batch Management Plugin in Tagrain.

Step 1. Login to the Tagrain Web application. Navigate to Home > Plugins. The Plugins grid view screen is displayed. The Plugins grid view screen is divided into four 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.

Step 2. Click on the “Activate” button on the Serial and Batch Management Plugin Tile. You can click “More Details” to read about what this Plugin offers including screenshots and an FAQ section. 

Step 3. Upon clicking the “Activate” button, you will get a notification pop-up indicating that you have chosen to activate the Serial and Batch Management plugin. Here you will have 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. 

Step 4. Click on the “Review and Checkout” button. This will bring up the “Purchase Subscription” screen. It will show you the plan you are subscribed to along with the number of Stores and POS available. See: Tagrain Pricing 

Activation from the Manage Account Section 

Navigate to the admin section on the top right corner of the screen and click on Manage Account. In the screen that opens, click Upgrade button to reach the Purchase Subscription page

There are 4 sections on this page.

1. Choose your subscription tab

• 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 Serial and Batch Management will already be selected for activation 

• If you are here directly from the Manage Account section, you will have to select your plugin Serial and Batch Management for selection. 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.

2. Already Active tab

• This tab lists all the plugins that are already active in your subscription. You have the option to select these plugins for deactivation. 

3. Order Summary tab

• 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

4. Cart Details

• The selected plugin will get added to the New Subscription section of the cart details. 

• Click here to know more about how plugins affect your subscription amount.

Once you have reviewed your order summary in the Order Summary tab, click on Confirm & Pay button in the Cart Detail section. 

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