Using The Tagrain App For Android

Using The Tagrain App For Android

Introduction

The Tagrain App for Android has been specially designed for retailers to help conduct hassle free sale transactions on the fly. It helps them expand their business portfolio and maximize profits. All they require is to set up their Tagrain App for Android on their Android powered device. 


For ease of understanding, we have broken down the entire sale procedure in 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


For this article, we have assumed that you have successfully logged in to your Tagrain App for Android, opened your register, and are ready to perform a sale. 


Perform a “Product Search” to add some products to the sale

There are multiple ways to search a product that you want to sell in Tagrain using the Tagrain App for Android. You can search for the product that the customer has ordered by using either the search bar, or by selecting the product itself via the product group tile, or by using your barcode scanner to scan in the product barcode. 


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Tip


You can use the Tablet’s camera to scan the product barcode. Doing so will automatically add the product on the transaction screen.




Add the Product to the transaction

To add the products searched above, you need to tap on that product. This will add the product on the transaction screen. 


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You can sell a product in multiple units of measure 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 Pair (2 Shirts), BOX (6 Shirts), etc. The Multiple Units of Measurement setting has to 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. There are 2 possibilities here. The 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. 


If he is an existing customer, you can look him up by entering his details (code, name, email, or phone) in the customer search bar.


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If he is a new customer, you must add him to the database from the new customer screen. You can add a new customer using the Tagrain App for Android or using the Tagrain Web Application. 


Add the Customer to the transaction

Once the customer has been selected,  you will see her name at the top of the transaction screen. 


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In case you are not able to see the “Add Delivery Option” button on the Transaction Screen, there are a couple of things that you need to check:


  1. Check to see if you have a valid subscription for the Customer Order and Delivery Management Plugin.


  1. Ensure that the settings - Enable Collect from Store and Enable Ship from Store are enabled under Global Settings. Global Settings must be activated using the Tagrain Web interface to facilitate marking of orders for Store Pickup or Home Delivery. 




Apply Discount (if any)

You may want to extend a discount to your customer to attract more sales. You can apply a discount on a product to sell, either at the line level or at the transaction level. You can apply a discount either as an amount or a percentage. For the purpose of this article, we have applied a 5% discount both at the line level and at the transaction level. However, this is an optional step.


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Levy Surcharge (if any)

Tagrain App for Android allows you to levy a surcharge on the transaction. There are 2 surcharges that come along with the demo data. They are Gift Wrap, Shipping, and Surcharge for Tax. Additional surcharges can also be defined using the Tagrain Web interface. This is an optional step.


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Add notes to the transaction

Tagrain App for Android allows you to add custom notes to a transaction. Like discounts, you can add custom notes either at the line level or at the transaction level. 




Tip


Adding a note at the line level can prove useful when selling customized orders. 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.


Adding a note at the transaction level can prove useful when selling customized orders. If a customer buys some trousers, shirts and shoes and wants all the products to be gift wrapped. For this, you can leave a note at the transaction level.




Take Payment

The final step is to collect the payment for the sale made. You need to tap the green "Pay" button on the transaction screen to bring up the payments window. Select a Payment Mode on the screen from among the payment options available to process the payment. 




Important


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 upon activation of the appropriate plugins.



Once you have followed the steps detailed in this article, you should all be able to perform a quick sale using your Tagrain App for Android.


Suggested Readings

Cashiers Guide to Tagrain App for Android

Tagrain App for Android setup checklist

Minimum hardware requirements for Android Tablets to run Tagrain App for Android


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