This being a new setup we will use this sheet to add new Standard Products. Our sample sheet would look something like this:

Once the upload template is properly filled, click the import button on the Product Master Screen. Navigate to the location where your Product.xls file is saved. Select the file and click OK. The application will indicate when the data upload starts in the notification center. Once the data is uploaded, the application will again notify for the successful data import.

Upon successful import the Standard Products that we have created will reflect on the Point-of-Sale Register. 

For further details on creating your product or importing product list, refer to the documentation on Importing and Exporting Products in Tagrain. 

Customer Management

Tagrain is a retail application suite that lets you sell your products to generate revenue. If you'd like to record the sale you've made against a customer's name, you must add that customer to the sale. To add that customer to the sale, his record must exist in the application. There are 2 possibilities here. Customer’s name might already exist in the database, as he might have registered himself with Tagrain at some point of time or he may be a customer who has just walked in for the first time in your store. 

Customer Creation Methods

There are 2 ways you can add a customer in Tagrain. You can either add a new customer from the back office via the Create Customer Card or via the Web Register. Both these methods are covered in the upcoming section. 

Method 1 - From the Back Office

To create new customer records from the back office you need to navigate to Home > Customer > Customer to open the Customer List View screen. Since this is a new setup, you won’t see any customer records except those 5 customer records that are created by default when the Tenant is first set up. Click the Add Customer button to open the Create Customer Card screen. The mandatory fields on the Create Customer Card screen are marked with an (*) mark.

On the Create Customer Card, you need to specify the Customer Description. For example, Dany Rand. The application will automatically generate the Customer Code for you. However, in case you want to use your own custom code, you need to put a tick against the Select Checkbox to Enter a Custom Code checkbox and type the code. For example, C-1001 can be a custom code for Dany Rand.

Specify the Customer Group to which the Customer belongs to. Customer Groups MUST be created before the actual Customers are created. We have selected East Coast Customers as the Customer Group. 

You can also specify the customer’s company name, his email address, and his phone number. If you decide to enroll your newly created customer to a loyalty program, you can do it from here.

This Create Customer accordion has 2 more sections: Additional Information Accordion and the Address Accordion. 

Additional Information

Use the Additional Information accordion to capture additional customer information like the Tax Number | Date of Birth | Anniversary Date etc. Along with this it also contains some Toggle ON/OFF switch buttons which are explained below:

Active: 

This switch determines if the customer is active or not. Customers who are not marked as active cannot be transacted on the Web Register.

Tax Exempt: 

This switch determines if the taxes are applicable to this customer or not. For example, customers in Armed Forces, Farmers, etc. are normally Tax Exempt.

Send Marketing and Promotional Emails: 

This switch determines if the customer is subscribed to the marketing and promotional emails.

If you have subscribed to the Customer and Credit Management Plugin, you will be able to define and set credit limits for your customers. For example, you set $3,000 as the customer’s credit limit. This means that this customer can pay up to $3,000 using the On-Account payment type. Now, let’s say he pays “On Account” for a transaction with a bill value of $1,200, the credit limit balance will reduce to $1,800.

Address

There is nothing much to explain here. Use this accordion to capture the customer’s physical address. This especially helps in case of Home Delivery Orders. 

Once you have specified the customer details, you MUST click the Save button to exit the Create Customer Card screen. The newly created customer record will appear in the Customer List View screen. 

Method 2 - From the Web Register

You can create new customer records from the web register. Navigate to Home > Web Register to open the Web Register. Click on the New Customer tile. This Create Customer Card that opens is the replica of the Create Customer Card we have covered in the section above. You must fill in the required customer information including the mandatory fields. The mandatory fields are marked with an (*) mark.

Once you have specified the customer details, you MUST click the Save button to exit the Create Customer Card screen. The newly created customer record will appear in the Customer List View screen. 

Start Selling

The end goal of any retail business is to sell products to generate revenue. To perform a sale in Tagrain you can follow the steps below:

• Perform a Product Search

• Add the Product to the transaction

• Perform a Customer Search

• Add the Customer to the transaction

• Apply Discount (if any)

• Levy Surcharge (if any)

• Add notes to the transaction

• Take payment

Perform a Product Search

The first step is to perform a product search on the transaction screen. There are 3 possible ways to perform a product search in Tagrain. 

• By using the product search bar

• By selecting the product, itself via the product group tile

• By using a barcode scanner to scan in items.

When you search for a product like ‘jeans’, the search bar will list all products containing the word ‘jeans’.  Also listed with the products are the variants along with their price.

Add the product to the transaction

Click on the product you searched for in Step 1. This will add the product to your transaction. If a product has variants, select the desired variant to get the right product in the transaction list.

There are many options available once a product has been added to the transaction list. Simply click on the item in the transaction list to increase its quantity, extend a percentage or an amount discount and capture instructions as notes. You can achieve all this by clicking the appropriate tile of Discount, Surcharge or Notes respectively.

In case you have added a product in error or if your customer decides to drop it off his purchase list, you can remove the product from the transaction list, by clicking the trash icon.

You can sell a product in multiple UoM if the Multiple Units of Measurement Plugin has been Purchased and subscribed. For example: You can sell a shirt in different Units of Measure like a BOX (6 Shirts), Pair (2 Shirts) and so on. The Multiple Units of Measurement setting must be enabled under the "Advanced Settings" upon Plugin activation to achieve this. 

Perform a Customer Search

If you'd like to record the sale you've made against a customer's name, you must add that customer to the sale. However, there are 2 possibilities here. Customer’s name might already exist in the database, as he might have registered himself with Tagrain or he may be a customer who has just walked in for the first time in your store. 

If he is an existing customer, you can look him up by entering his details in the customer search bar. You may use one of the below search filters to perform a customer search:

• Customer Code

• Customer Name

• Email Address

• Phone Number

If he is a new customer, you can add him to the database. Please refer to the Customer Management Section explained above.

Add the customer to the sale transaction

Click on the customer name you searched for in Step above. This will add the customer to your sales transaction. You'll see the name appear above the line of products on the transaction screen.

Apply Discount

You can offer discounts on products. This discount can be applied either at the line level or at the transaction level. You can apply a discount either as an amount or a percentage. This is an optional step.

Line Level Discount

Line level discounts are useful in scenarios wherein you want to discount certain products of the sale without affecting the other products. You would use discounts like this if you were running promotions or sales on certain products only. 

Transaction Level Discount

Transaction level discounts are useful in scenarios wherein you are running a storewide sale campaign.

Levy Surcharge

You can levy a surcharge on the transaction. There are 2 surcharges that come along with the demo data. They are Gift Wrap and Shipping. You can define additional surcharges from the Create Surcharge Screen by navigating to Home > Inventory > Surcharge. Adding Surcharge to a transaction is an optional step.

Add Notes to the transaction

The next step is to leave a note against a product to sell (line level) or on the transaction as a whole (transaction level).

Line Level Note

This comes handy when you must customize a sale at the line level. For example, if a customer buys some trousers, shirts and shoes and wants the trousers to be altered. To achieve this, you can leave a note at the line level.

Transaction Level Note 

This comes handy when you must customize a sale at the transaction level. For example, if a customer buys some trousers, shirts and shoes and wants all the products to be gift wrapped. To achieve this, you can leave a note at the transaction level.

After all the items have been added to the transaction list with appropriate discounts, surcharges, and notes, click on Pay to proceed to the Payment screen. 

If you have subscribed to the Customer Order and Delivery Management Plugin, you can mark an order for Store Pick Up or Home Delivery using the Add Delivery Option. 

Take Payment

The final step is to take payment for the sale made. You need to tap the green "Pay" button on the transaction screen to bring up the payments window.

If the tendered amount is more than the total price, the application will display the balance to be paid back to the customer. This change amount will also be printed on the transaction receipt. The transaction will automatically print on the printer attached to the Web Register .

The payment options will vary for a Walk-in-Customer and a Registered Customer.

For walk-in customers the payment can be processed either in Cash or Credit Card or Gift Card. For registered customers, additional options like Loyalty, Store Credit and On-Account are enabled.

Every store has its own set of rules and policies around accepting payments from customers. It is best to clarify your store’s practices with your store manager before accepting any payments.

To start a new transaction, simply click on ADD NEW SALE and you will be taken back to the Enter New Sale screen to start a new transaction.

Other important functions on Web Register

In this Getting Started User Guide so far we have covered the core function of a Retail business, that is to sell products. In this section let us give you a brief overview of the Tagrain Web Register. 

The Web Register or the Point of Sale (POS) screen is split into two main sections. The section on the Left displays the POS Tiles, which are clickable and perform their designated function. Like viewing recent sale transactions, suspending a transaction, canceling a transaction, etc. The section on the Right displays the Transaction Screen, where all the sale related information like product purchased, its quantity, its price, total amount to be paid, etc. is displayed.  

Let us look at some of these additional features (POS Tiles) that are embedded inside your Web Register. 

The Stock and Price Tile

Use this tile to view the total quantity of inventory available at a store along with its price. You can either type the Product Code (WD-1003) or the Product Description (Leopard Print Wrap Dress) in the search field to search for a product. 

Gift Card Tile

Use this tile to check the available Gift Card balance. Enter the Gift Card Number in the search field and click the “Search” button. This will display the Gift card balance on the screen. It will also display the date when the Gift Card was purchased along with its expiration date.

Cash In Tile

Use this tile to put in additional cash in the till. You must specify a reason for such addition, such as a change delivery. Since this amount is added to the expected cash in the drawer, you MUST not use it to correct change returned from the customer. 

Cash Out Tile

Use this tile to take cash out of the till for any reason, such as to get change. Since this amount is taken from the expected cash in the drawer, do not use it to correct change given to customers.

Expense Tile 

Use this tile to record an expense paid from the cash drawer, such as a window cleaner. 

Void

You can use this tile to cancel the entire sale transaction. A transaction once canceled becomes void. A void transaction cannot be recalled.

Suspend

You can use this tile to suspend a sale transaction. A suspended transaction can still be recalled from under the “Recent Sales” tile when the need arises.

Recall

A suspended transaction can still be recalled from under the “Recent Sales” tile when the need arises.

Recent Sales

You can use this tile to view a list of recent sale transactions performed along with the transaction amount, date when the transaction occurred, and the name of the Store where the transaction took place. 

The Recent Transactions screen allows you to keep an eye on your sale transactions. It even lets you perform point of sale functions, such as sales recall and sales refund. Your store staff can use this screen to view sale details, return completed sales, reprint and email receipts or retrieve, continue Suspended Sales, and issue Gift Receipts.

X Tape report

You can use this Tile to display the X-Tape report. The X Tape report displays a summary of the sales transactions performed. It displays the POS opening amount, POS closing amount, Cash Ins, Cash Outs, etc. The report can be generated at any time during the day and doing so does not close the register for the day. 

The report also allows you to view till transactions and print X-Tape Report. To view till transactions, you will need to click the “Till Transactions” button on the lower left-hand corner.  To print X-Tape Report, you will need to click the “Print” button on the lower right-hand corner. 

For easy reference, the report also mentions the formula that calculates the Expected Cash in the drawer. 

Expected Cash in the Drawer = Opening Amount + Cash In – Cash Out - Expenses + Cash Sales - Cash Refunds 

Similarly, Transaction Total = Sales + Gift Card Sales – Refunds

The report goes on to mention the total number of All the transactions, total sales transactions, and total number of refund transactions. 

Close Register

You can use the Close Register tile to close your Web Register. When you close the Register at day end, a Till Count Summary is displayed on the screen.

Till Count screen will display a summary of the sales transactions performed during the day. You are expected to count the numbers displayed against each Payment type to ensure they are in sync and then enter the counted numbers in the comment’s column. Once you are done entering the counted numbers you need to click on the Close Register button, the register is then closed, and you are prompted to print the Z Tape report.

Z-Tape Report

 Z-Tape report is normally the last report that you would print for the POS / Register or the store and is therefore also called an end-of-day report. The reports summarize sales, refunds, and other till operations on the POS. More importantly the reports help reconcile cash and other payment types transacted on the POS. Z Tape Report is generated when the POS / Register is closed. At the click of Close Register button on the POS, the user is expected to enter the counted numbers of Cash and other payment types. Once the user is done entering the counted numbers and clicks the Close Register button, the register is closed, and the user is prompted to print the Z Tape report. 

Z Tape Report details a lot of information that proves useful only when you know how to read and understand its contents. The Report includes start and end date/time of the register, the user who closed the register, the opening amount in the drawer, Cash-Ins, Cash-Outs, Expenses, Closing amount (cash) and cash variance (if any).

Variance Amount = Closing Amount (entered) - Expected Drawer

Similarly, the report also mentions the formula that calculates the Total Cash in the drawer.

Transaction Total = Sales + Gift Card Sales - Refunds

The report goes on to mention the total number of All the transactions, total sales transactions, and total number of refund transactions. The grid lists the amount collected for every Payment Type defined in the application. 

Reports

Tagrain allows you to create numerous types of reports for your business. A comprehensive list of all the reports is mentioned below. However, some reports are available ONLY upon the activation of a Plugin.

• Transaction Report

• Sales Report

• Inventory Report

• Inventory Status Report

• Inventory Movement Report

• Customer Report

• Tax on Sales

• Tax on Purchases Report

• Tender Collection Report

• Sales Target Report

• Collections and Delivery Order Report

• Expense Report

• Z-Tape Report

• Promotions Report

• Hours Worked Report

• Time Card Report

Transaction Report

This report is used to review and monitor the transactions performed in Tagrain over the period of time. It includes transactions for all the stores or retail outlets run or owned by the business. Navigate to Home > Reports > Transaction Report to access the Transaction Report. For further details on reports, refer to the Tagrain User Guide on Reporting. If you expand a Transaction Row, you will notice two additional columns: Line Item(s) and Payment(s). 

Line Item(s) - This gives you the details of the products purchased.

Payment(s) - This gives you the details of the payment types used to pay for the transaction.

You can export the Transaction Report to your Downloads folder, by clicking the Export button. When exporting the report, the date is always exported in MM/DD/YYYY format irrespective of the date format specified in Display Settings (Home > Setup > General Settings > Display Settings) OR the date time format of the Operating System OR Excel. 

Sales Report

This report is used to review and monitor the sale performed over time for all the stores or retail outlets. The report can be generated by: Store, Product, Product Group, Customer, Customer Group, or Cashier. It also helps you obtain detailed information about the sales inclusive tax, sale exclusive tax, and discounts. 

Navigate to Home > Reports > Sales Report to access the Sales Report. For further details on reports, refer to the Tagrain User Guide on Reporting.

You can export the Sales Report to your Downloads folder, by clicking the Export button. When exporting the report, the date is always exported in MM/DD/YYYY format irrespective of the date format specified in Display Settings (Home > Setup > General Settings > Display Settings) OR the date time format of the Operating System OR Excel.

Inventory Report

This report is used to review and monitor the inventory levels across stores. It analyzes the inventory status across 5 parameters: In Stock | Low Stock | Critical Stock | Zero Stock | Negative Stock. 

The report can be generated by Store, Product or Product Group. The report can be further filtered for the 5 parameters mentioned above. The report gives you detailed information about the total available quantity, reserved quantity, in-transit, and reorder level. 

Navigate to Home > Reports > Inventory Report to access the Inventory Report. For further details on reports, refer to the Tagrain User Guide on Reporting.

You can export the Inventory Report to your Downloads folder, by clicking the Export button. When exporting the report, the date is always exported in MM/DD/YYYY format irrespective of the date format specified in Display Settings (Home > Setup > General Settings > Display Settings) OR the date time format of the Operating System OR Excel.

Inventory Status Report

This report is used to review and monitor the inventory status across stores. It lets you know the actual inventory count across all the stores. It also helps you obtain detailed information about the Total Available Quantity, Quantity Sold, PO Pending Quantity, and Reserved Quantity. You can navigate to Home > Reports > Inventory Status Report to access the Inventory Status Report. For further details on reports, refer to the Tagrain User Guide on Reporting.

You can export the Inventory Status Report to your Downloads folder, by clicking the Export button. When exporting the report, the date is always exported in MM/DD/YYYY format irrespective of the date format specified in Display Settings (Home > Setup > General Settings > Display Settings) OR the date time format of the Operating System OR Excel.

Inventory Movement Report

This report is used to review and monitor the movement of inventory across stores. When viewed for a specific product, it can be considered as the product ledger. When viewed by movement type, the report lists all the products that were ‘moved’ for the transaction type. The different movement types considered for the report are:

• Good Receipt

• Goods Receipt PO

• Goods Receipt Stock Transfer

• Stock Transfer Shipment

• Goods Issue

• Register Transaction

• Opening Stock

• Stock Transfer Cancellation 

Navigate to Home > Reports > Inventory Movement Report to access the Inventory Movement Report. For further details on reports, refer to the Tagrain User Guide on Reporting.

You can export the Inventory Movement Report to your Downloads folder, by clicking the Export button. When exporting the report, the date is always exported in MM/DD/YYYY format irrespective of the date format specified in Display Settings (Home > Setup > General Settings > Display Settings) OR the date time format of the Operating System OR Excel.

Customer Report

This report is used to review and monitor customer information. It lets you know the group to which the customer belongs to along with the date and time when that customer was created. It also gives you the total value of sales made by that customer. Navigate to Home > Reports > Customer Report to access the Customer Report. For further details on reports, refer to the Tagrain User Guide on Reporting.

You can export the Customer Report to your Downloads folder, by clicking the Export button. When exporting the report, the date is always exported in MM/DD/YYYY format irrespective of the date format specified in Display Settings (Home > Setup > General Settings > Display Settings) OR the date time format of the Operating System OR Excel.

Tax on Sales

This report displays the total tax collected for the sales made per store during the period specified. It also lets you know the Total before tax and total after tax for the selected store. It can be generated on a daily basis, weekly basis, monthly basis, or quarterly basis, depending upon the need. Navigate to Home > Reports > Tax on Sales Report to access the Tax on Sales Report. For further details on reports, refer to the Tagrain User Guide on Reporting.

You can export the Tax on Sales Report to your Downloads folder, by clicking the Export button. When exporting the report, the date is always exported in MM/DD/YYYY format irrespective of the date format specified in Display Settings (Home > Setup > General Settings > Display Settings) OR the date time format of the Operating System OR Excel.

Tax on Purchases Report

This report displays the total tax that has been paid in different purchase related transactions in a selected store. Tax payable report displays the Total before tax and total after tax along with Tax Amount. It can be generated on a daily basis, weekly basis, monthly basis or quarterly basis, depending upon the need of the organization. Navigate to Home > Reports > Tax on Purchases Report to access the Tax on Purchases Report. For further details on reports, refer to the Tagrain User Guide on Reporting.

You can export the Tax on Purchases Report to your Downloads folder, by clicking the Export button. When exporting the report, the date is always exported in MM/DD/YYYY format irrespective of the date format specified in Display Settings (Home > Setup > General Settings > Display Settings) OR the date time format of the Operating System OR Excel.

Tender Collection Report

This report is a snapshot of the tender collection activities performed by the company via different sources. It can be generated on a daily basis, weekly basis, monthly basis or quarterly basis, depending upon the need. The purpose of the Tender Collection Report is to analyze the different payment types (tenders) that were used to pay for the sales and refund transactions. 

More importantly, this report can be used to reconcile the Credit Card and other custom payment types like Wallets with remittances to your merchant account. 

Navigate to Home > Reports > Tender Collection Report to access the Tender Collection Report. For further details on reports, refer to the Tagrain User Guide on Reporting.

You can export the Tender Collection Report to your Downloads folder, by clicking the Export button. When exporting the report, the date is always exported in MM/DD/YYYY format irrespective of the date format specified in Display Settings (Home > Setup > General Settings > Display Settings) OR the date time format of the Operating System OR Excel.

Sales Target Report

This report is a snapshot of the sale activities. It can be used to compare targeted performance with actual. It can be generated daily, weekly, monthly, or quarterly, depending upon the need. 

You can navigate to Home > Reports > Sales Target Report to access the Sales Target Report. For further details on reports, you may refer to the Tagrain User Guide on Reporting.

You can export the Sales Target Report to your Downloads folder, by clicking the Export button. When exporting the report, the date is always exported in MM/DD/YYYY format irrespective of the date format specified in Display Settings (Home > Setup > General Settings > Display Settings) OR the date time format of the Operating System OR Excel.

Collections and Delivery Order Report

This report displays a fulfillment summary. It is used to review and monitor the customer orders for Home Delivery or Store Pickup and lets you know whether an order is pending or successfully delivered or picked up. 

Navigate to Home > Reports > Collections and Delivery Order Report to access the Collections and Delivery Order Report. For further details on reports, refer to the Tagrain User Guide on Reporting.

You can export the Collections and Delivery Order Report to your Downloads folder, by clicking the Export button. When exporting the report, the date is always exported in MM/DD/YYYY format irrespective of the date format specified in Display Settings (Home > Setup > General Settings > Display Settings) OR the date time format of the Operating System OR Excel.

Expense Report

This report is used to review and monitor the expenses incurred during the day. It lets you know the amount of cash that was used from the cash drawer on account of expenses. The purpose of an Expense Report is to keep a check on the cash amount being used from the cash drawer for petty cash expenses. 

Navigate to Home > Reports > Expense Report to access the Expense Report. For further details on reports, refer to the Tagrain User Guide on Reporting.

You can export the Expense Report to your Downloads folder, by clicking the Export button. When exporting the report, the date is always exported in MM/DD/YYYY format irrespective of the date format specified in Display Settings (Home > Setup > General Settings > Display Settings) OR the date time format of the Operating System OR Excel.

Z-Tape Report

Z Tape report is normally the last report that you would print for the POS / Register or the store and is therefore also called an end-of-day report. The reports summarize sales, refunds, and other till operations on the POS. More importantly the reports help reconcile cash and other payment types transacted on the POS. Z Tape Report is generated when the POS / Register is closed. At the click of Close Register button on the POS, the user is expected to enter the counted numbers of Cash and other payment types. 

Once the user is done entering the counted numbers and clicks the Close Register button, the register is closed, and the user is prompted to print the Z Tape report. 

You can navigate to Home > Reports > Z-Tape Report to access the Z-Tape Report. For further details on reports, you may refer to the Tagrain User Guide on Reporting.

Promotions Report

With the introduction of the Offers, Discounts and Pricing Management Plugin Tagrain allows retailers like you to define the following promotion types:

• Buy X | Get Y 

• Buy X | For a fixed price 

• Buy X | Save an amount 

• Spend X | Save an amount

These promotions are configured in the application to automatically apply when a certain condition is met. To obtain a snapshot of the promotions applied over a period, you must run a Promotion Report. The report once generated can be filtered based on the time specified. Navigate to Home > Reports > Promotion Report to access the Promotion Report.

Hours Worked Report

The Hours Worked Report is used for reviewing and monitoring the hours a user has logged in. It records the total time (in hours) that a user has logged in and displays the Expected Hours as per the schedule defined in the roster. A roster is a list containing the names of staff members with the tasks assigned to them along with the shift start time and shift end time. You can not only schedule shifts, track your staff attendance,  but also restrict their login hours beyond shift time from the Staff Roster screen. Navigate to Home > Report > Hours Worked Report to access the Hours Worked Report.

Time Card Report

Time Card Report is used for reviewing and Monitoring the Clock In and Clock Out time of a user. It records the number of times a user has clocked in and clocked out from the system during the entire day and displays the Hours Logged and the Expected Hours. Home > Report > Time Card Report to access the Time Card Report.

Plugins

Plugins are small, but effective software modules that seamlessly integrate with your Tagrain application. This allows you to further extend the capabilities of your TAGRAIN edition. The basic premise of a Plugin is to let you subscribe to only those features that are required by the business. Plugins help you to improve your ROI without compromising on application features that are a must for your business. You can subscribe to and activate plugins depending upon the needs of your business. Plugins allow you to increase your application landscape based on the demands and growth of your business. The application grows with your business.

Plugins are only available in the Enterprise edition. This means that only Enterprise users can add plugins to incrementally increase the application features. 

A COMMUNITY Edition user can also subscribe to a Plugin. Subscribing to one or many plugins will automatically upgrade his Tagrain Edition from COMMUNITY to ENTERPRISE. 

Community Edition is free for life, however, the Enterprise Edition  is a paid subscription. The subscription amount depends on 2 things: 

1. The number of POS terminals
2. The number of Plugins
   

Plugins in Tagrain are either Subscription Based or License Based. So the price that you pay for your plugins is based on the number of POS terminals that you have in your setup and the number of licences that you have acquired.

There will be no change in your subscription amount in the current billing cycle if you are only deactivating a plugin AND not updating your Store / POS count.

Activating or Deactivating the Hospitality for Quick Serve and Fine Dining plugin and the payment processor plugins - Clover Connect, Elavon, Moneris, and Windcave will not affect your subscription amount for your next billing cycle because the plugin is free.

Once activated, you cannot deactivate the Multiple Units of Measure plugin because deactivating the plugin would affect the entire master data and all the transactions across the application leading to lead to rounding off discrepancies.

At the time of writing this user guide, Tagrain was offering the following Plugins:

• Customer and Credit Management

• Variant and Composite Product Management

• Serial and Batch Product Management

• Sales Target Management

• Gift Cards & Credit Memos

• Tagrain Shopify Integration

• Tagrain Xero Integration

• Tagrain QuickBooks Integration

• Multiple Units of Measurement

• Customer Orders and Delivery Management

• Product Purchase Management

• Hospitality For Quick Serve and Fine Dining

• Stock Transfers and Inventory Tracking

• Clover Connect Payment Processor 

• Elavon Payment Processor

• Moneris Payment Processor

• Tagrain Pointy Integration 

• Label Printing

• Stock Counting

• Offers, Discounts and Pricing Management

• Staff Scheduling and Time Management

• Mobile App for Inventory Management

• Customer Facing Display

• Scan and Order

• Kitchen Display System Plugin

• Appointment Booking Plugin
  

• BIR (Bureau of Internal Revenue)
  

Customer and Credit Management Plugin

This plugin allows you to manage your customers' credit limits as well as establish new payment types such as On-Account and Store Credits. Credit Limit is the total amount of money that's available for a customer to borrow from the retail store to fulfill his purchases. This limit is defined by the retail store after considering the customer’s purchase and credit history. 

For example, you define $3,000 as your customer’s credit limit. This means that this customer can now pay up to $3,000 using the On-Account payment type. Now, let’s say he pays “On Account” for a transaction $1,200 bill value, the credit limit balance will reduce to $1,800. 

For more details on Customer and Credit Management Plugin, refer to the Customer and Credit Management Plugin Features. 

Variant and Composite Product Management Plugin

This plugin allows you to add Variant Products and Composite Products to your product portfolio, in addition to Standard Products. 

Variant Products are those products that have a parent product and have an attribute, or a set of attributes bound to them. Some examples of attributes would be color, size, style, weave, etc. Polo T Shirt is a good example of a Variant Product.  This product can have 2 attributes – Size and Color. These 2 attributes have their values. Possible values of Size attribute could be Small, Medium, Large. Similarly, the Color attribute could be Red, Blue, Green, etc. A combination of size and color will determine the different variants of the Polo T Shirt. 

Composite Products are those products that are created by combining two or more products to form a bundle and then are sold on the Web Register as one single unit. For example, an evening dress composite could have an evening gown + a nice watch + a coat. 

For more details on Variant and Composite Product Management Plugin, refer to the Variant and Composite Product Management Plugin Features. 

Serial and Batch Product Management Plugin

This plugin allows you to add Serial Products and Batch Products to your product portfolio, in addition to Standard 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. 

Batch controlled products are those products that have a shelf life. These products are dealt with in batches and 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. See: Batch Products. 

For more details on Serial and Batch Product Management Plugin, refer to the Serial and Batch Product Management Plugin Features. 

Please Note: At the Web Register, it is mandatory to select a serial number every time a serial controlled product is sold and a batch number every time a batch-controlled product is sold. 

Sales Target Management Plugin

This plugin allows you to define key performance indicators for your retail business. These help you determine your business health and measure its growth. You can set these performance indicators either at the company level, or at the store level, or for a particular product group, or for that matter, even at the individual level. This way you can also compare the actual performance with the target set.

For more details on Sales Target Management Plugin, refer to the Sales Target Management Plugin Features. 

Gift Cards & Credit Memos Plugin

This plugin allows you to define multiple Gift Cards, track and update Gift Card balances, use Gift Card as a Credit Memo or Payment Type. Each Gift Card that you create in Tagrain may have a different predefined value attached to it which can be used as a tender for payments. You can even track how many Gift Cards have been issued so far along with their type. This not only helps you to retain existing customers but also attract new ones to your business. 

For more details on Gift Card and Credit Memo Plugin, refer to the Gift Card and Credit Memo Plugin Features. 

Tagrain Shopify Integration Plugin

This plugin allows you to integrate Shopify with Tagrain thereby allowing you to sell in-store as well as online. There is an exchange of data that happens between Tagrain and Shopify upon successful integration. This data includes information related to your product, inventory, customer, and sales information. All this will help you simplify your daily operations by saving time on manual admin and double-entry. 

For more details on Tagrain Shopify Integration Plugin, refer to the Tagrain Shopify Integration Plugin Features. 

Tagrain Xero Integration Plugin

This plugin allows you to integrate Xero with Tagrain. It lets you post your sales, sale refunds, payments, cash ins, cash outs, floating expenses, and till variance from Tagrain to Xero. This helps you ease your accounting procedures and reduce the need for double-data-entry. 

For more details on Tagrain Xero Integration Plugin, refer to the Tagrain Xero Integration Plugin Features. 

Tagrain QuickBooks Integration

This plugin allows you to integrate QuickBooks Online with Tagrain. It not only allows you to make and accept business payments, manage bills, and their payroll functions  but also lets you post your sales, sale refunds, payments, cash ins, cash outs, floating expenses, and till variance from Tagrain to QuickBooks. 

For more details on Tagrain QuickBooks Integration Plugin, refer to the Tagrain QuickBooks Integration Plugin Features. 

Multiple Units of Measurement Plugin

This plugin not only allows you to define and manage Multiple Units of Measure but also sell in Multiple Units of Measure.

Units of Measure is defined as a standard quantity or a standard size that is used for inventory measurement. It’s a physical unit (like kg, dozen, meter etc.) in which you can measure and manage your inventory items. This would also mean that you can have a single product with multiple units of measure. For example, a shirt can be sold as a single piece, or in pairs (2 shirts) or in a box (6 shirts), or in a pack (12 shirts) etc. 

For more details on Multiple Units of Measurement Plugin, refer to the Multiple Units of Measurement Plugin Features. 

Customer Orders and Delivery Management Plugin

This plugin allows you to uniquely identify your customer orders and capture instructions specific to that order. It allows you to offer in store pickup to your customers. This means that your customer can walk into one of your stores to collect his order. It even facilitates Home Delivery of orders. This means that customer orders are delivered to them at their doorstep. 

For more details on Customer Orders and Delivery Management Plugin, refer to the Customer Orders and Delivery Management Plugin Features. 

Product Purchase Management Plugin

This plugin is centered around purchasing and supply chain. It lets you raise Purchase Orders on vendors, receive goods against the Purchase Orders and even allow you to return goods back to the vendors, if required. It will allow you to record all types of goods receipts, especially the goods received from vendors (suppliers).  

For more details on Product Purchase Management Plugin, refer to the Product Purchase Management Plugin Features. 

Hospitality For Quick Serve and Fine Dining Plugin

This plugin allows you to sell food items like Burgers, Wraps, Sandwiches, Muffins, Pastries and beverages like coffee, tea and bottled drinks. It is targeted towards small cafes and restaurants who are either selling food items or beverages or both. These Cafes and restaurants either sell prepackaged (already prepared food items) or food items that can be further modified on customer’s request. For example the customer can ask for an extra slice of cheese in their burger OR can ask for an extra shot in the coffee OR can ask to remove ice cubes from the cold drink. 

If you are running a cafe or a restaurant with a small seating capacity having a few tables, this is the plugin you MUST go in for. This plugin also lets you create Modifiers, Menu Items, and Combo Meals For more details on Hospitality for Quick Serve and Fine Dining Plugin, refer to the Hospitality for Quick Serve and Fine Dining Plugin Features. 

The plugin Hospitality 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. Activating or Deactivating this plugin will have no impact on your subscription as the plugin is free. 

Stock Transfers and Inventory Tracking Plugin

This plugin allows you to transfer inventory from one store to another. It  lets you effectively manage and track your stock transfers across multiple stores (outlets). This Plugin adds an additional column to your Inventory Status Report and Inventory Movement Reports which helps you track the in transit quantity of your inventory being moved. 

For more details on Stock Transfers and Inventory Tracking Plugin, refer to the Stock Transfers and Inventory Tracking Plugin Features. 

Clover Connect Payment Processor Plugin

This plugin allows you to offer a quick, seamless and secure payment experience to your customers.Upon successful integration, cashiers can take credit and debit card payments from customers at the POS. This integration helps your cashier save the hassle of manually entering the amount and card details at the POS.

For more details on Clover Connect Payment Processor Plugin, refer to the Clover Connect Payment Processor Plugin Features. 

Available only for the USA and Canada, Clover Connect Payment Processor Plugin allows you to accept normal and contactless NFC credit and debit card payments from all major brands.

The Clover Connect Payment Processor Plugin comes free with Tagrain. Activating this plugin will have no impact on your existing subscription. 

Elavon Payment Processor Plugin

This plugin allows you to offer a quick, seamless and secure payment experience to your customers.Upon successful integration, cashiers can take credit and debit card payments from customers at the POS. This integration helps your cashier save the hassle of manually entering the amount and card details at the POS.

For more details on Elavon Payment Processor Plugin, refer to the Elavon Payment Processor Plugin Features. 

Available only for the USA and Canada, Elavon Payment Processor Plugin allows you to accept normal and contactless NFC credit and debit card payments from all major brands.

The Elavon Payment Processor Plugin comes free with Tagrain. Activating this plugin will have no impact on your existing subscription. 

Moneris Payment Processor Plugin

This plugin allows you to offer a quick, seamless and secure payment experience to your customers.Upon successful integration, cashiers can take credit and debit card payments from customers at the POS. This integration helps your cashier save the hassle of manually entering the amount and card details at the POS.

For more details on Moneris Payment Processor Plugin, refer to the Moneris Payment Processor Plugin Features. 

Available only for  Canada, Moneris Payment Processor Plugin allows you to accept normal and contactless NFC credit and debit card payments from all major brands.

The Moneris Payment Processor Plugin comes free with Tagrain. Activating this plugin will have no impact on your existing subscription.

Tagrain Pointy Integration Plugin

This plugin allows you to integrate your Tagrain Store with Pointy from Google. Pointy connects with Tagrain, and allows you to upload your products to the Pointy’s Virtual Store just by scanning the product barcode. Once your product is uploaded, the Pointy Page will start displaying your product information allowing your product to appear in the search results when a customer is searching for the product online on Google using relevant keywords.  

For more details on Tagrain Pointy Integration Plugin, refer to the Tagrain Pointy Integration Plugin Features. 

The Tagrain Pointy Integration Plugin comes free with Tagrain. Activating this plugin will have no impact on your existing subscription. 

Label Printing Plugin

This plugin allows you to design and print your own barcodes and labels in predefined sizes. It lets you include more information than just the product code in the barcodes like batch numbers, prices, weights, etc.

For more details on Label Printing Plugin, refer to the Label Printing Plugin Features. 

Stock Counting Plugin

This plugin allows you to keep a track of your inventory. It helps you reconcile the actual physical stock in hand at the store with the stock recorded in the system. During an inventory count, some or all item(s) in your store is counted and recorded. When the inventory count is submitted,the application compares the actual physical stocks with the stocks recorded in the system and generates a report for any unexpected variances in your inventory levels. 

For more details on Stock Counting Plugin, refer to the Stock Counting Plugin Features. 

Offers, Discounts, and Pricing Management Plugin

This plugin allows you to define and configure various types of promotions. 

Promotion includes all those activities that you perform as a retailer to encourage customers to buy more products. Buy Jeans Get Tees @ 15% discount; Buy 3 Shirts for $199; Buy Bags, Save 15%; and Spend $1000, Save 10%; are some good examples of promotion. 

Tagrain allows you to deploy Promotions that are configured within the application to automatically apply when a certain condition is met. This way you or your cashier is not required to remember all the promotions that are currently in operation. 

Currently, the application allows you to create the following Promotion types:

-- Buy X Get Y

-- Buy X for a Fixed Price

-- Buy X, Save an amount

-- Spend X, Save an amount

For more details on the Offers, Discounts, and Pricing Management Plugin, refer to the knowledge article on Offers, Discounts, and Pricing Management Plugin Features. 

Staff Scheduling and Time Management Plugin

This plugin allows you to create the roster (shifts) for your staff members. A roster is a list containing the names of staff members with the tasks assigned to them along with the shift start time and shift end time. With the Staff Scheduling and Time Management Plugin activated, you can not only schedule shifts, track your staff attendance, but also restrict their login hours beyond shift time from the Staff Roster screen.

For more details on the Staff Scheduling and Time Management Plugin, refer to the knowledge article on Staff Scheduling and Time Management Plugin Features. 

Mobile App for Inventory Management Plugin

This plugin 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

For more details on the Mobile App for Inventory Management Plugin, refer to the knowledge article on Mobile App for Inventory Management Plugin Features. 

Customer Facing Display Plugin

This plugin allows you to be more transparent in processing the Point of Sale (POS) transactions by letting you set up a dual display system that your customer can see the line items being scanned, discount offered, promotion applied, and tax imposed on it, all while standing at the POS.

For more details on the Mobile App for Inventory Management Plugin, refer to the knowledge article on Mobile App for Inventory Management Plugin Features. 

Scan and Order Plugin

This plugin allows your customers to use their mobile phones to scan a QR code kept at their table(s) to place an order. Scanning the QR code opens a mobile responsive landing page using which the customer can place a table order. The Scan and Order feature is unlocked only when you have first activated the Hospitality for Quick Serve and Fine Dining Plugin.

For more details on the Scan and Order Plugin, refer to the knowledge article on Scan and Order Plugin Features. 

Kitchen Display System Plugin

This plugin allows you to set up and use the Kitchen Display System with Tagrain and lets you view and manage table orders for your cafe and restaurant. It lets you notify the cooking staff as to what needs to be prepared. This way the cooking staff is able to glance through the entire table order along with any special requests made with the order. This reduces the chances of any error in preparing the order and thereby improves kitchen efficiency by reducing food wastage. 

For more details on the Kitchen Display System Plugin, refer to the knowledge article on Kitchen Display System Plugin Features. 

Appointment Booking Plugin

This plugin allows you to extend your retail portfolio by letting you to book appointments for services on behalf of your customers. You can book appointments for shopping, technical assistance on products and services purchased, or personal sessions with the professionals at your store.  

For more details on the Appointment Booking Plugin, refer to the knowledge article on Appointment Booking Plugin Features. 

Bureau of Internal Revenue Plugin

This plugin allows you to unlock some very specific features that the application should have before it is accredited by the BIR authorities. 

BIR (Bureau of Internal Revenue) in the Philippines is the statutory body that certifies retail POS applications that can be used in the country. This government agency not only certifies POS applications but is also responsible for collecting internal revenue taxes and enforcing fines and penalties associated with them. You will be able to carry out your retail operations in the Philippines, only when your POS solution is BIR accredited.

The BIR (Bureau of Internal Revenue) features are country specific and are applicable only in the Philippines. These country specific features are activated only when you select The Philippines as your country and Philippine Peso as your currency on the Tenant Registration Page.

For more details on the Bureau of Internal Revenue Plugin, refer to the knowledge article on Bureau of Internal Revenue Plugin Features. 

Bonus Section - Other Important Sections of Tagrain 

Tagrain is a feature rich application. Some features that we couldn’t cover in the getting started guide are briefly covered in this section.

• Vendor Master 

• Gift Cards

• Inventory Transactions

• Reports 

• Plugins 
  

Vendor Master

You can create Vendor records using the Create Vendor Card. This is quite similar to the Create Customer Card covered in the section above, the only exception being that here you capture all the vendor specific information. 

By vendor we are referring to a business partner from whom you would purchase the product. A Vendor can be a company or an individual. In the application, Vendor is required while creating a purchase order and in a few other transactions. A Vendor can be created by a back-office user. However, before creating a Vendor, the user must create a Vendor Group.

Gift Card Products

Tagrain allows you to define and sell Gift Cards. These Gift Cards are used as a payment type in sales and refund transactions. A Gift Card in Tagrain has a unique number associated with it. It can be redeemed partially or in full. 

Note: A Gift Card once issued, cannot be deleted because of the transaction history that gets generated against them. However, a Gift Card can be rendered inactive by either changing the validity date or changing the balance amount to zero (0). 

Tagrain Gift cards can also be used as store credit. Please note that gift cards are not active until they have been issued from the Point of Sale (POS).

You MUST subscribe to and activate the Gift Cards and Credit Memo Plugin to create Gift Card Products in Tagrain.

Inventory Transactions

The application allows you to execute some back office functions around inventory. These are Fulfillment, Goods Receipt, Goods Issue, Purchase Order, Stock Transfer, Stock Transfer Receipts, and Serial & Batch Product Management. 

Fulfillment

Tagrain allows you to accept orders from your customers. These orders will either be Home Deliver Orders or Store Pickup Orders. The orders can be fulfilled via the Web Register or via the Fulfillment screen. 

Navigate to: Home > Inventory Transactions > Fulfilments to open the Fulfilments screen. This screen lists all those transactions that have either been fulfilled or are awaiting to be fulfilled. In other words, it will display all the sale orders that are of the type: Pickup Pending or Delivery Pending. You can mark the order as Mark as Picked or Mark as Delivered to complete the order. 

The "Fulfillment" feature is available in the Tagrain on activation of the "Customer Order and Delivery Management " plugin. For more details on Fulfillments, you may refer to the Customer Order Fulfillment and its stages.

Goods Receipt

Tagrain allows you to create goods receipts. A Goods Receipt is a receipt is a transaction which allows you to receive goods even without a formal Purchase Order. Goods receipt transactions can also be used for inventory adjustments. 

Navigate to: Home > Inventory Transactions > Goods Receipt to open the Goods Receipt screen. Clicking on the Add Goods Receipt to open the Create Goods Receipt screen appears. Specify the products that need to be received and click save. The Goods Receipt feature is made available in Tagrain upon activation of one of the following plugins: 

• Variant and Composite Product Management

• Serial and Batch Product Management

• Product Purchase Management

Goods Issue

Goods Issue is a transaction used to move goods out of your store. A Goods Issue reduces the inventory for the issued products from the store. This can also be used for stock adjustments. 

Navigate to: Home > Inventory Transactions > Goods Issue to open the goods issue screen. Clicking on Add Goods Receipt to open the Create Goods Receipt screen. Specify the products that need to be issued and click save.

The Goods Issue feature is made available in Tagrain upon activation of one of the following plugins: 

• Variant and Composite Product Management

• Serial and Batch Product Management

• Product Purchase Management

Purchase Order

Tagrain allows you to create purchase orders. A purchase order is a commercial document issued by a buyer to a seller, indicating types, quantities, and agreed prices for products. It is used to control the purchasing of products and services from external suppliers. 

Navigate to: Home > Inventory Transactions > Purchase Order. This will open the Purchase Order list view screen. All the existing Purchase Orders will be listed on this screen. Clicking on Add Purchase Order to open the Create Purchase Order screen. Specify the products that need to be issued and click save. 

The Purchase order feature is available in the Tagrain on activation of the Product Purchase Management plugin.

Stock Transfer Shipment

Tagrain allows you to make stock transfers. Stock transfer describes a process for moving goods from one store to another store. 

Navigate to: Home > Inventory Transactions > Stock Transfer. This will open the Stock Transfer list view screen. All the existing Stock transfer details will be listed on this screen. Clicking on Add Stock Transfer to Create Stock Transfer screen. Specify the details required and click on save button to add a Goods Receipt. 

The Stock Transfer Shipment feature is unlocked when you subscribe to and activate the Stock Transfers and Inventory Tracking plugin.

Stock Transfer Receipt

Tagrain allows you to view the Stock Transfer Receipt. It helps you to track and monitor the shipments especially when you are operating your retail business from multiple store outlets. 

Navigate to: Home > Inventory Transactions > Stock Transfer Receipt. This will open the Stock Transfer Receipt list view screen. All the existing Stock Transfer Receipts will be listed on this screen. Click on the Cart Symbol to open the Stock Transfer Receipt Screen. The fields in the screen are pre-filled based on the Stock Transfer Shipment raised. You just need to click on the save button to add the details in the stock transfer receipt. 

The Stock Transfer Receipt feature is unlocked when you subscribe to and activate the Stock Transfers and Inventory Tracking plugin.

Serial and Batch Product Management

Tagrain allows you to manage your serial and batch management. Serial Number is used to track individual items when processing transactions. Batch management is used generally for group products, when processing transactions. 

Navigate to: Home > Inventory Transactions > Manage Serial and Batch. The Manage Serial and Batch List View screen should come up. All the existing Serial and Batch products in the system will be listed on this screen. Select the desired record and amend as necessary i.e. Admission date, Expiry  date, and/or manufacturing date. Once done, you may click on the save button to save the Serial and Batch record. Click Save. 

The Manage Serial and Batch Product management feature is unlocked when you subscribe to and activate the Serial and Batch Product Management plugin.