Generic Screen Based Guides
Sales Target Report
Introduction Sales Target 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. Home > Reports > Sales Target Report ...
Stock Count
Introduction The purpose of conducting a Stock Count is to identify any discrepancies in your inventory levels and to reconcile your inventory. This process is useful in enhancing your inventory management since it involves physically counting the ...
Dashboard
Introduction Dashboard is the information management tool that visually tracks, analyzes, and displays key performance indicators (KPI). It displays business performance in the form of statistics and reports. It is categorized into three main display ...
Z Tape Report
Introduction 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 ...
Tender Collection Report
Introduction Tender Collection 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 of ...
Expense Report
Introduction Expense Report, as is apparent from the name itself, is a report that is used to review and monitor the expenses incurred during the day. It lets you know the amount of cash that was dispensed from the cash drawer on account of expenses. ...
Tax on Purchases Report
Introduction Tax on Purchases 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 ...
Tax on Sales Report
Introduction The Tax on Sales Report displays the total tax collected for the sales during the selected period in a selected store. It displays the Total before tax and total after tax along with Tax Amount collected in the selected store. It can be ...
Customer Report
Introduction The term “Customer” used here, refers to a Tagrain Customer. Customer report is a snapshot of the customers created in the Tagrain application suite. The report depicts the group to which the customer belongs to along with the date and ...
Inventory Movement Report
Introduction Inventory Movement Report shows all changes that have occurred to the inventory level including sales / refunds / goods receipts etc. It can be generated on a daily basis, weekly basis, monthly basis, or quarterly basis, depending upon ...
Inventory Status Report
Introduction Inventory Status Report, as is apparent from the name itself, is a report that is used to review and monitor the inventory across stores. It lets you know the actual inventory count across all the stores. It also helps you obtain ...
Inventory Report
Introduction Inventory Report analyzes the stock status across 5 parameters. Inventory Status Report gives other details like, Quantity Sold, Quantity pending in Purchase Orders, Quantity reserved for delivery or pickup orders. Home > Reports > ...
Sales Report
Sales report displays the amount of total tax by product, product group, customer, customer group, and cashier during the selected date range in a Store / POS. Sales report gives detailed information about the sales inclusive tax, sale exclusive tax, ...
Transaction Report
Introduction Transaction Report is used for reviewing and monitoring the transactions for all the stores or a particular store. This is a ledger kind of a report that lists all transactions done during a specified date range. Home > Reports > ...
Receipt Format
Receipt Format Receipt format is the template based on which the transaction receipt is printed. Transaction receipts can be customized to your specifications. This receipt is also used for the email receipt. Access to this function should be ...
Point of Sale (POS)
Point Of Sale Tagrain is an application that scales up as the business scales. One of the ways it keeps pace with the growth is by allowing easy addition of Stores and POS Registers. Please Note: Adding POS or Web Registers will impact your Tagrain ...
Stores
Stores Businesses grow and retail businesses grow faster. To keep pace with the ever growing fast business, retailers require a system that grows with them. In retail, growth of business means additional stores and registers. A store needs to be set ...
Users
Users “User” , also referred to as the “Security User”, refers to all those people who use the application. Based upon their roles and permissions, the users can either have access to Web Register or back-office console or both. This screen allows ...
Roles
Roles The term “Roles” refers to all those permissions or set of permissions assigned to a user, allowing or dis-allowing the access to certain parts of the application. The purpose of the User Management Role is to have granular level control on ...
Country
Introduction In the application country master data is used to add addresses to several other masters such as Customers, Vendors etc. A country once defined will have further details of state data in it, which is used to demographically define the ...
Display Settings
Introduction Display Settings helps to define display format of various entities such as currency , quantity , date etc. These settings are applied globally. This means that these settings are applicable to all the stores and POS which are active. ...
Global Settings
Introduction Global settings are responsible for setting up various rules for the enterprise in Tagrain about taxation and other settings etc. These settings are called global because they are applicable for all the Stores and POS terminals. Home > ...
Business Settings
Introduction Business Settings in any Retail POS Software helps you describe the essential information about your retail business. These settings will let you view and edit your retail communication details such as your address and contact ...
Loyalty
Introduction Loyalty is a rewards program that offers frequent customers motivation to remain loyal to the business for a long-term business benefit. Customers may be entitled for a Loyalty program as per the company’s loyalty program policies. Every ...
General Settings
Introduction General Settings consists of setups and configurations which determine the behaviour of the application. These settings can be managed by any user who has the required set of permissions assigned. Home > Setup > General Settings ...
Payment Type
Payment Type Payment Type(s) are the different ways a customer pays for the purchases made. For example, Cash, Credit Card, etc. All payments are made at the Web Register Home > Setup > Payment Type Create A Payment Type Navigate to Home > Setup > ...
Manufacturer (Brand)
Manufacturer (Brand) Most products that are popular are associated with a brand. In Tagrain Manufacturer and Brand are used interchangeably. Mentioning a brand in the product enables better reporting and analysis. Home > Inventory > Manufacturer ...
Surcharge
Surcharge A surcharge is an additional charge that can either be added in a sales transaction or in a purchase order. Packing charges, Alteration or fitting charges, service charge for repairs, etc. are some examples of surcharges that can be applied ...
Product Tags
Product Tags Product Tags are used to categorise products across multiple categories While the Product Groups allow you to properly group your products, the Product Tag functionality allows you to categorise or Tag a product into multiple categories ...
Product Group
Product Group Product Group is a method of grouping products based on some common characteristics or features. Product group is a prerequisite to define a product master in the application. Each product must be assigned a group in Tagrain. It helps ...
Product
Product A Product refers to any item that may be sold in your Retail Store. The product master contains all the configurable details for the product ranging from its type, cost, retail price, barcode,etc. Home > Inventory > Product Prerequisites You ...
Vendor Group
Vendor Group Vendor group is a grouping of vendors based on common characteristics. Vendor group is a prerequisite to define a vendor master in the application. It also helps to categorize the vendor data into appropriate categories. Home > Vendor > ...
Vendor
A Vendor is a business partner from whom a business purchases products. 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 ...
Customer Group
Introduction Customer group is a method of grouping customers based on some common characteristics or features. In the application, Customer Group is created by a back-office user either at the Store OR at the Head Office. Customer group is a ...
Web Register
Introduction Web Register is the POS terminal. Purpose The Web Register is the key to your closet where your POS resides. To perform any sale or sale related activity you will need to frequently visit the Web Register section on the Tagrain Web. The ...
Tax Settings
Introduction Tax Settings allows you to configure the tax rate for all the transactions in a store. The tax rate may vary from place to place as per the law of land in which the store is physically located. Home > Setup > Tax Settings Purpose Tax ...
Customer
Introduction A Customer is a business partner to whom a business sells its goods or services in exchange for money. You can create a customer in Tagrain using the Web Register or using the customer master screen at the back-office console. Home > ...
Plugins
Plugins are small, but effective software modules that seamlessly integrate with Tagrain and contain feature extending functionalities. The basic premise of a plugin is to let you subscribe to only those features that are required by the business. ...
Getting Started With Tagrain
Congratulations on signing up with Tagrain! Welcome to the world of Easy Selling! Purpose The purpose of the Getting Started section is to capture information about your company and its products. Based on the business vertical selected at the time of ...