Generic Questions
How do I export the reports?
On the Report page click on the Export button. This will export the report in an excel file format. Save the file on your machine. The exported Report will be available on your machine in a local file.
What information can I monitor in Tender Collection Report?
The information in the Tender Collection Report shows what tenders have been taken at the Web Register. Tender types are how the payment is collected against the sale transactions. It displays Tender type and total sales amount collected against each ...
What parameters can I monitor in Tender Collection Report?
The parameters that you can monitor in the Tender Collection Report are parameters related to collections made in different tender types. Tender types are the modes in which the payment is collected against the sale transactions. It displays Tender ...
What information can I monitor in tax on Purchases Report?
The information in the Tax On Purchases Report relates to Tax payable due to Purchase Orders and Good Receipts etc. The information monitored is Tax code, description of the tax imposed, Total before tax, total after tax, and the tax amount.
What information can I monitor in Tax on Sales Report?
The information in the Tax On Sales Report relates to Tax collected at the Web Register based on the Tax setting for that store / product and is the amount of Tax that has been included in all the sales made. The information monitored is Tax code, ...
Where can I see a detailed Customer Report?
The Customer Report gives a consolidated view of a customer. It includes parameters like total sales done with the customer, any outstanding balance that the customer may have, the last sale transaction done by the customer, etc.
Can I monitor the inventory movement of a product?
Yes, you can monitor the inventory movement of a product in Tagrain using the Inventory Movement Report. The report can be filtered by Store, by Product and by movement type for a given date range. The report includes movement type filters like: ...
Where can I see the stock status across all stores?
The Inventory Report gives a comprehensive view of the stock status across all your stores. The parameters that you can use in Inventory report include the store where the inventory is stored, total available quantity of the product, and minimum ...
Where can I see the Sales Report?
The Sales Report details all the sales related information across all your stores. The parameters that you set in the sales report are the store on which the sales are recorded, the POS for which the sales report is required, information about the ...
Where can I see the list of all Transactions?
The Transaction Report lists all the transactions done across all the stores. The parameters that you can monitor in Transaction report are: unique number of the transaction, the name of the store where transaction occurs, the information of the POS ...
What are the different reports in Tagrain?
Tagrain allows you to create numerous types of reports for your business. Some reports are available in Tagrain only upon the activation of a plugin. Transaction Report Sales Report Inventory Report Inventory Status Report Inventory Movement Report ...
How do I setup a store in Tagrain?
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 receive Goods against a Purchase Order?
In the Purchase Order list view click on the Receive Goods icon, at the end of the line to open the Goods Receipt against a PO screen. Specify the quantity being received in the Quantity column. You can also edit other details like discount, ...
How do I create a Store?
Go to Setup > Store Management > Stores then click on the Add Store button to 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.
Where can I get template for Purchase Order Import?
On the Add Purchase Order screen, specify the store for which the goods are being ordered. This will enable you to download the excel spreadsheet template to import many items. The Purchase Order feature is available in Tagrain on activation of the ...
How do I add a Stock Transfer?
Performing stock transfers in Tagrain is a two-step process that involves - Stock Transfer Shipment and Stock Transfer Receipt. Navigate to Home > Inventory Transaction > Stock Transfer Shipment. On the Stock transfer page click on the "Add Stock ...
Is it possible to Add Surcharges to individual items in a Purchase Order?
Yes, surcharges can be attached at the individual product level in a Purchase Order. This surcharge can either be an amount or a percentage (of the product price). Surcharges can also be applied at the document level. The "Purchase Order" feature is ...
Can I capture Vendor’s Quotation Number in the Purchase Order?
Yes, the quotation number of the vendor can be captured in the Reference Number field on the Purchase Order. The "Purchase Order" feature is available in Tagrain on activation of the Product Purchase Management Plugin.
How do I bulk import items into a Purchase Order?
On the Add Purchase Order screen, specify the store for which the goods are being ordered. This will enable you to download the excel spreadsheet template to import many items. Fill in the details in the excel sheet and once your import template is ...
Can a Goods Issue be done on a Previous Date?
Yes, a goods issue document can have an older date. However, carrying out a Goods Issue on a previous date will update the stock as of the current date. A previously dated Goods Issue will not update stocks retrospectively. The Goods Issue feature is ...
How do I add a Purchase Order?
On the Purchase Order list view click the button “Add Purchase Order” to open the Create Purchase Order screen. Specify the details required on the page and click on save button to add a Purchase Order.
How do I add a Goods Issue?
On the Goods Issue list view, click on Add Goods Issue to open the Create Goods Issue screen. Specify the details required and click on save button to add a Goods Issue. The Goods Issue feature is available in Tagrain on activation of the Product ...
Can a Goods receipt be done on a Previous Date?
Yes, a Goods Receipt document can have an older date. However, carrying out a Goods Receipt on a previous date will update the stock as of the current date. A previously dated Goods Receipt will not update stocks retrospectively. The Goods Receipt ...
How do I add a Goods Receipt?
On the Goods Receipt list view, click on Add Goods Receipt to open the Create Goods Receipt screen. Specify the details required and click on save button to add a Goods Receipt. The Goods Receipt feature is available in Tagrain on activation of the ...
Is It possible to see Inventory Levels across all stores?
Yes, it is possible to view inventory across all stores. Comprehensive stock status across all stores can be viewed using the Inventory Report. The report can be filtered to display products which are In Stock, Low on Stock, or at a Critical stock ...
Can system give an Alert while the stock reaches Minimum Inventory Level at the store?
No, the system does not give an alert when the stock reaches minimum inventory level. However, a comprehensive Inventory Report allows you to check the stock status of items across all stores. The report can be filtered to display products which are ...
Can a user Capture Additional Information for Marketing / Analysis purpose at the POS while doing a transaction?
Yes, the user can capture additional information in the Notes field for marketing / analysis purposes at the Web Register during a transaction. This will be saved when the transaction is completed.
Which Back-Office Inventory Transactions are available in Tagrain?
The inventory transactions available in Tagrain are Goods Receipt, Goods Issue, Purchase Order and Stock Transfer. You can also manage Serial and Batch information from the Manage Serial and Batch transaction screen. The Goods Receipt, Goods Issue, ...
How do I add a Surcharge?
On the Surcharge List View Screen click the button Add Surcharge to open the Create Surcharge page. Specify the details required and click the save button to add a Surcharge.
Where can I download the excel template for Manufacturer (Brand)?
The excel template can be downloaded from the Manufacturer List View Screen. Click on export to download the template with the existing Manufacturers. You can edit this sheet to include additional manufacturers OR edit the existing ones.
How do I add a Manufacturer?
On the Manufacturer List View Screen click the button Add Manufacturer to open the Create Manufacturer page. Specify the details required and click on save button to add a Manufacturer.
Where can I get template for Vendor Import?
Click on Export and the template will be downloaded with the existing vendors. Edit this to add new vendors OR edit the existing ones.
How do I import Vendor List?
To import a vendor list, you will need to first download the template from the Vendor List View Page, click on export and the template will be downloaded with the existing vendors. Edit this to add new vendors OR edit the existing ones. Once your ...
How do I create a Vendor Group?
On the Vendor Group list view page click on Add Vendor Group to open the Create Vendor Group Screen. Specify the details required and click on save button to add Vendor Group.
How do I add a Vendor?
On the Vendor List View Page click the button Add Vendor to open the Create Vendor page. Specify the details required and click on the save button to add a Vendor.
Can receipt template be modified?
Yes, the Receipt Template can be modified in Store setup. A receipt template is linked to the POS and all transactions printed from the POS will use the specified receipt template.
How can I charge Customer Extra for Delivery of some Items?
You can use the surcharge option to charge customers extra for delivery of items. Surcharge is available on the Web Register where the cashier can add the charge to the transaction.
Where can I see how much a customer owes to me (On Account)?
From the Web Register use the list of transactions to find the transaction at the end of the line the actions will allow you to select Pay. This will bring the payment needed to the Transaction screen you can then select the appropriate payment type ...
How many customers can I manage using Tagrain?
There is no limit to the number of Customers that you can create and manage in Tagrain. However, there might be some restrictions in defining Credit Limits and setting up additional Payment Types for them, depending upon the Tagrain Edition you are ...
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.
Next page