Setup Your Tagrain Handheld

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 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


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 3. 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. 





Please 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.


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 Play 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. 



Step 2. Specify the User Name and the Password and tap the Login button to log in to the application.





This Business Name, User Name, and Password are the same as that you supplied on the tenant registration page. 




Step 3. Select the Handheld device. The Handheld that you have configured under Store Management, as explained above, will appear on this screen. 



Step 4. Select the Store. The Store(s) you have configured under Store Management will appear on this screen. 



Tap on the Store to select it, and that should take you to the Handheld homepage, also known as the Product Lookup screen. 




Know your Tagrain Handheld

The “Tagrain Handheld” application has 3 sections:


– Product Lookup Section

– Transaction Section

– List Section






Product Lookup Section


This section of the Handheld is used to look up products. You can search for a product using its name, code, or description. 






Transaction Section


This section of the Handheld is used to perform back office transactions.





List Section


This section of the Handheld is used to list 




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


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