Generic Questions
How Do I Export Customer List?
All customers can be exported as an Excel spreadsheet from the Customer List View Screen. This exported customer list will be available on your local machine as an Excel spreadsheet. Click HERE to know more.
Where Can I Get A Template For Customer Import?
The import template can be downloaded from the Customer List View Screen. Click on export to download the template with the existing Customers. You can edit this sheet to include additional Customers or edit the existing ones. Click HERE to know ...
What information can an account holder edit?
Tagrain allows the account holder to change the following: Password, Profile Picture Change Company Logo Manage Subscription. In Tagrain the Account holder has all the rights to delete customer, product, supplier and user. Click HERE to know more.
What happens when your Tagrain Subscription expires?
Your subscription will expire only in a rare situation. Should that happen, you will be presented with a message after logging in that your subscription has expired. In such a case, while you will be able to access the entire application including ...
How can I check my Tagrain Payment History?
Tagrain Payment History is available along with the subscription information. The Payment history records the information of the invoice, when was invoice processed, and the edition of the subscription is mapped to the billing history. It also ...
Can I add multiple emails in business settings?
No. Tagrain does not allow you to add multiple emails under business settings. One business email is tied to one tenant. This is the same email that you enter at the time of setting up your Tagrain tenant.
What will be the Billing Cycle?
Tagrain Billing cycle will totally depend upon the subscription plan you choose. It can either be annual or monthly.
Can I know the count of the products that have a particular tag attached to them?
Yes, the Product Tag master displays the count of the products that have a particular tag attached to them.
Are there any prerequisites to define Product Tags?
There are no prerequisites as such to define Products Tags in Tagrain.
Can Tagrain be Hosted on my Domain?
Tagrain is hosted on Tagrain servers promising high availability and security. Tagrain cannot be hosted on your domain.
What will happen If I lose Internet Connection while making a sale?
Tagrain is a cloud-based retail application. The application is accessible only via internet connection. It is not available once the internet connection is disconnected. So, If you lose internet connection while making a sale, the sale transaction ...
What kind of Internet Connection do I need to run Tagrain?
To effectively run Tagrain you should have sufficient bandwidth to handle increased data traffic between your network and Tagrain. Care should be taken in determining the allocation of the internet bandwidth for Tagrain. 3G and above internet ...
What about Browser Compatibility? Which Browsers are supported?
Tagrain is tested with popular browsers like Google Chrome, Mozilla Firefox, Microsoft Edge, Google Chrome for iOS, Firefox for iOS. However, we at Tagrain recommend using Google Chrome for optimum results. Tagrain is NOT SUPPORTED on IE 11 and its ...
What is the Hardware Requirement to use Tagrain?
There is no such specific hardware requirement, only requirement is that the device supports internet connectivity and a browser. The printer for receipt can be a thermal printer or a normal printer.
Which Software do I need to install to use Tagrain?
To use Tagrain you would require a web browser, recommended browsers are Google Chrome, Mozilla Firefox, Microsoft Edge, Opera, Google Chrome for iOS, Firefox for iOS.
What options are available for On-Site Training after I Purchase Tagrain?
Tagrain extends a comprehensive help portal to all users. The help portal has a rich repository of Knowledge Articles answering all your "How to..." questions. The portal also has comprehensive screen-based user guides, video tutorials and commonly ...
Can I get one on one Personalized Training during The Trial Period?
Tagrain extends a comprehensive help portal to all users. The help portal has a rich repository of Knowledge Articles answering all your How to... questions. The portal also has comprehensive screen-based user guides, video tutorials and commonly ...
What options are available for Tagrain Support?
Tagrain features a comprehensive help portal to all users. The help portal has a rich repository of Knowledge Articles answering all your How to... questions. The portal also features screen-based user guides, video tutorials and commonly asked FAQs. ...
What happens If the server running Tagrain faces a Virus Problem or The Server Crashes?
Tagrain is hosted on highly secure, high availability servers in Microsoft Azure Data Centers. The servers are constantly monitored.
Can we restrict a single sales person per transaction for POS?
Yes, you can restrict a single salesperson per transaction for POS. This can be done by setting up User Roles in the Tagrain. You would need to first create a relevant role, then create a user and then assign the role to the user.
Is Downtime required for importing and updating New Products?
No, downtime is not required for importing and updating new products in Tagrain. The Serial and Batch Products feature is available in Tagrain on activation of the "Serial and Batch Product Management" plugin. The Variant and Composite Products ...
Which formats are recommended for Product Images?
All image formats can be used for product images. However, the recommended ones are *.png, *.jpeg, *.gif image formats. It is a good practice to ensure that the image selected for as a product image should be clear enough to be resized by Tagrain.
Can I import my existing Customers Data into Tagrain?
Yes, you can certainly import the existing Customer data into Tagrain. The data is imported using an Excel sheet for Customer. Similarly the Excel sheet can be used for Supplier, Users, and most other areas. You can export the current data to get the ...
Can I import my existing Products Data into Tagrain?
Yes, you can certainly import the existing Product data into Tagrain. The data is imported using an Excel sheet for Product. Similarly the Excel sheet can be used for Supplier, Users, and most other areas. You can export the current data to get the ...
Can I import my existing Products Data into Tagrain?
Yes, you can certainly import the existing Product data into Tagrain. The data is imported using an Excel sheet for Product. Similarly the Excel sheet can be used for Supplier, Users, and most other areas. You can export the current data to get the ...
Can I get to see a report that details fulfilments?
Retailers can now monitor and track the status of Store Pickups and Home Deliveries with the help of Collections and Delivery Order Report. The report displays whether the order is pending or successfully delivered or picked up and can be filtered by ...
Does Store and Corporate share the same database for daily sales report processing?
Yes, the store and corporate share the same database for the daily sales report processing. The database is hosted on the Tagrain server. The daily sales report can be generated for a Store with all the POS, or individual POS.
Can I Customize Receipt? Where can I do that?
Yes, you can customize the receipt. The receipt can be customized using the Receipt Format button present on the store management page.
How do I add Receipt Format?
Go to Setup > Store Management > Receipt Format. On this page click on the Add Print Format button. On the Create Print Format Page Specify the information required in receipt and save the information to add Receipt format.
How do I add POS?
Go to Setup > Store Management > POS then click on the Add POS button complete the required information and click Save, your store is now created and ready to use. To create a POS you need to upgrade your subscription first.
Which all document types need a Document Numbering Series?
The following document Types need a document numbering series: -- Purchase Order -- Stock Transfer -- Goods Receipt -- Goods Issue -- Stock Transfer -- Sale -- Goods Receipt Purchase Order -- Goods Receipt Stock Transfer -- Suspended Sale Navigate to ...
What is the Document Numbering Series?
Document Numbering Series is a number sequence that is used to assign numbers for each document type, such as purchase order, Goods Issue, Goods Receipt, invoice, etc. This numbering series keeps the documents well organized and helps in identifying ...
How do I add Stores?
Go to Setup > Store Management > Stores then click on the Add Store button complete the required information and click Save, your store is now created and ready to use. To create a Store, you need to upgrade your subscription first.
How do I add Users?
Go to Setup >> User Management. On the User management page click on the Users button. On the Security Users page click on Add Security User button. On the Create User Page Specify the user information required and save the information to add user.
How do I add security role?
Go to Setup > User Management. On the User management page click on Roles button. On the Roles page click on Add Security Role button. On the Create Role Page Specify the role information required and save the information to add security role.
How can I define Roles of a user?
Go to Setup > User Management. On the User management page click on Roles button. On the Roles page click on Add Security Role button. On the Create Role Page Specify the role information required and save the information to define the roles of a ...
How do I export Tax Rate?
All Tax Codes can be exported as an Excel spreadsheet from the Tax Code List view screen. This exported Tax Codes list will be available on your local machine as an Excel spreadsheet.
How do I import Tax Rate?
Tagrain does not allow you to import the Tax Code list. However, it does allow you to export the Tax Code list as an Excel spreadsheet from the Tax Code List View Screen. You may use this sheet for reporting purposes. Details and outcome of the ...
What is Multiple Tax Component? How it is used?
Multiple Tax components is a switch on/off button. Switch this button On when multiple taxes are added to make a tax code. For example, New York City has the consolidated tax applicable on sale of goods as 8.875%. This comprises 2 components (i) New ...
How do I add Tax Code?
Go to Setup > Tax Settings. On the Tax code page click on Add Tax Code button. Specify the tax code information required and save the information to add the tax code.
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