Setup Your Tagrain Account

Setup Your Tagrain Account

Introduction

Now that you have set up your trial account, you are ready for the next step to set up your business. Although you have signed up for a trial account, you have the option to continue using the same account and upgrade it to either COMMUNITY or ENTERPRISE edition. 

You have the option to choose whether you want to retain the Demo Data or purge the Demo Data. This Demo Data is loaded in the application based on the business vertical selected that you have selected at the time of tenant registration.
 


Setup Tagrain

To help you get started immediately, Tagrain comes with a GETTING STARTED page. This page is split into small sections with each section focusing on a specific configuration in the application. Before we dive into these specific sections, let us cover the initial set of pop up screens that appear when you first log in to the application. These are explained below:

The Help Us Know You Better Pop Up

When you log in to your Tenant for the first time, you see the “Help us know you better” pop up screen with some predefined questions.  



You must answer these questions pertaining to your retail business to help us know you and your business environment better. These questions are:

-- How many stores do you own?
-- Are you currently using a POS?
-- Which POS system do you use?
-- Which ERP or accounting software do you use?
-- How do you want to sell your products?
-- What is your current monthly revenue? (Approximately in USD). 

Once you have answered these questions, you need to click the Next button to save this information and proceed to the next pop up - Manage Demo Data

Manage Demo Data Pop Up Screen

The Manage Demo Data pop up gives you the option to choose whether you want to retain the Demo Data or purge the Demo Data. The Demo Data is loaded in the application based on the business vertical selected at the time of tenant registration.



Choose Your Plugin Pop Up

The Choose Your Plugin pop up gives you the flexibility to select a plugin(s) from the list of available plugins and view the pre-activated plugins. 




Depending upon the business vertical that you select as a part of Tagrain evaluation, some Plugins might come pre-activated. For example, if you select Fashion & Clothing as your vertical, you should have the following Plugins pre-activated:

Variant and Composite Product Management Plugin
This plugin allows you to manage your product portfolio by letting you define Variant and Composite products.

Serial and Batch Product Management Plugin
This plugin allows you to manage your product portfolio by letting you define Serial and Batch products. 

Gift Cards and Credit Memos Plugin
This plugin allows you to manage your product portfolio by letting you define Gift Cards. 

Click on the Start Selling button. This takes you to the Web Register. Select the POS that you intend to use (in case there are multiple POS defined) and click “Open”. Enter the starting float and the Point-of-Sale screen opens where you can start recording sale transactions. For further information on how to use POS, refer to the documentation on Web Register.

Other Sections of the Getting Started Page

The different sections of the "Welcome, get started with Tagrain" page are explained below. 
​

The Header Section




This section of the Getting Started page allows you to:

a) Set up your Store. Clicking on the Setup Store Now link allows you to clear the sample data and start creating your LIVE store.

b) See the number of days remaining for your Trial to expire. Clicking on the Subscription Plans hyperlink opens the Compare Editions pop up screen



You can subscribe to either the COMMUNITY edition or the ENTERPRISE edition by clicking on the subscription plans link on the top banner of your screen. However, if you are still not sure or need some time to evaluate you can click on the Continue Trial button. 
​
Switching to ENTERPRISE editions has its own perks. For example, there are some Plugins like the Tagrain Scan and Pay Plugin, Tagrain Clover Connect Integration Plugin, etc  that are made available for subscription only to the users of the ENTERPRISE edition.  

c) The Admin section, which can be accessed by clicking the Admin profile picture, allows you to change your tenant’s password, change your admin’s profile picture, and manage your Tagrain account. 



Ready To Get Started

This section helps you set up your Store(s) and POS(s) in the shortest possible time. Clicking on the I’m ready button opens the Clear Sample Data pop up. 



The Clear Sample Data pop up gives you the option to erase all sample data pertaining to sales, customer, and product.



For more information you can refer to our Screen Based Guide on Product and Customer. 
​

Setup Tagrain - Do It Yourself Videos

This section comprises DIY Video Series which help you to setup and configure the advanced features of the Application. 



Clicking on the Read More hyperlink takes you to the YouTube Studio Playlist where you will find a set of curated videos that aim to help you get acquainted with Tagrain Advanced features. For Example, you will see a playlist dedicated to Tagrain Plugins, Tagrain Promotions, etc.
​

Getting Started With Tagrain - Quick Start Guides

This section comprises the Screen Based Guides and User Guides. 



Clicking on the Getting Started hyperlink takes you to the User Guides section on the Tagrain Help Page Portal. This section is split into the following Tiles:

Setup and Configuration Tile
This tile groups all those User Guides that explain the Menus and Screens associated with setup and configurations. For example, you will find a User Guide on the General Settings, Tax Settings, Receipt Format, etc under this section.

Point of Sale Transactions Tile
This tile groups all those User Guides that explain the Menus and Screens associated with POS transactions. For example, you will find User Guides on Web Register, Gift Cards, Payment Types, etc. under this section.

Data Management Tile
This tile groups all those User Guides that explain the Menus and Screens associated with master data. For example, you will find User Guides on Customer, Product, Manufacturer (Brand), etc under this section.

Reports and Dashboards Tile
This tile groups all those User Guides that explain the Menus and Screens associated with the different reports generated in the application.  For Example, you will find User Guides on Transaction Report, Promotion Report, BIR Daily Report, etc. under this section.

Inventory Transactions Tile
This tile groups all those User Guides that explain the Menus and Screens associated with back office transactions. For example, you will find User Guides on Goods Receipt, Goods Issue, Purchase Order, etc. under this section.

Each Tile corresponds to a category mapped to a User Guide. Since the User Guides are split category wise it makes it easier for you to find the relevant help to configure Tagrain POS in the shortest possible time.
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This portion of the Getting Started page allows you to access the following sections on the Tagrain Help Portal: 

-- Getting Started FAQs
-- Knowledge Articles
-- Video Tutorials
-- User Guides
-- Customer Support



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