Generic Questions
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.
How do I print the Reports?
On the Report page click on the Print button. This will Print the Report in an excel file format. A new page will open with the printable format, you can then select the printer and print the report.
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 ...
Can I see the Total Amount Received against issued Gift Card?
Yes, you can see the balance remaining for any gift card issued. The balance amount is visible on the balance column of the Gift Card Management Page. The balance can also be checked at the "Web Register" by clicking the Gift Card tile and specifying ...
Can I see a list of Gift Cards issued against Customer Name?
Yes, you can see a list of gift cards issued against a customer name in Gift Card > Gift Card Management, the Customer ID can be filtered in the column headings to show the Gift Cards for 1 Customer. The "Gift Card" feature is available in Tagrain on ...
Where can I see the list of Expired Gift Cards?
You can see the list of expired gift cards in Gift Cards > Gift Card > Gift Card Management, the status column will show when it is expired, use the filters in the column headings to show just the expired ones. The "Gift Card" feature is available in ...
Where can I see the list of issued Gift Cards?
You can see the list of issued gift cards in Gift Card > Gift Card Management. If you want to check the balance of a particular gift card, you can do so on the Web Register by clicking the Gift Card tile and specifying the Gift Card number whose ...
How can I redeem a Gift Card?
A gift card is used as a Payment Type at the Web Register if a Gift Card has a balance amount on it. A cashier can also check the balance of a Gift Card on the Web Register by clicking the Gift Card tile and entering the Gift Card number. The "Gift ...
How do I sell a Gift Card?
In the Web Register a Gift Card is sold like any other product, on selecting the Gift Card you will be prompted to enter the Value (Price) and Gift Card Number. You can then take payment as normal, and the Gift Card will be activated. The "Gift Card" ...
How do I create a Gift Card to sell?
Go to Gift Card > Gift Card. On this page click on the “Add Gift Card” button. Specify the Gift card information on the Create Gift card page and click on save button to add Gift Card. The "Gift Card" feature is available in Tagrain on activation of ...
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, ...
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