Setup Your Tagrain Handheld

In this article:

We will cover the steps to set up 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 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

Prerequisites

The only prerequisite to make use of the inventory 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 Goods Receipt, Goods Issue, and Purchase Order features the Product Purchase Management plugin must be activated.

To be able to make use of the Stock Transfer feature the Stock Transfers and Inventory Tracking plugin must be activated.

To be able to make use of the Stock Counting feature the Stock Counting plugin must be activated.

Configure the Tagrain Handheld

The steps to configure the Tagrain Handheld are explained below:

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 4. 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.

Note - The Store ID and Hardware ID is automatically generated when you register your Handheld device. The screenshot below indicates that there are 3 Handheld devices which are registered and mapped to the BALBOA Store, the CASTRO Store, and the NAPIER Store.

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 you 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.

Clicking Yes will clear the device and it will no longer receive any master data updates.

Install your Handheld Application

The Tagrain Handheld mobile application is tailored to run on both - Android and iOS.

The Tagrain Handheld app has to be downloaded and installed from the respective App Stores.

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.