Generic Questions
How do I export Surcharge List?
All surcharges can be exported as an Excel spreadsheet from the Surcharge List View Screen. This exported list will be available on your local machine as an Excel spreadsheet.
Where can I download the excel template for Surcharge?
The import template can be downloaded from the Surcharge List View Screen. Click on export to download the template with the existing Surcharges. You can edit this sheet to include additional Surcharge or edit the existing ones.
How do I import Surcharge List?
Tagrain does not allow you to import a Surcharge List. However, it does allow you to export the Surcharge List as an Excel spreadsheet from the Surcharge List View Screen. You may use this sheet for reporting purposes. Details and outcome of the ...
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.
How do I export Manufacturer List?
All manufacturers can be exported as an Excel spreadsheet from the Manufacturer List View Screen. Click on export to download all the existing Manufacturers.
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 import a Manufacturer List?
Tagrain does not allow you to import a Manufacturer (Brand) list. However, it does allow you to export the Manufacturer (Brand) list as an Excel spreadsheet from the Manufacturer List view screen. You may use this sheet for reporting purposes. ...
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.
How do I export Vendor List?
All vendors can be exported as an Excel spreadsheet from the Vendor List View Screen. Click on export and the existing vendors will be exported.
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 ...
Where do I set Customer Shipping Address?
The customer address is entered in the Address section of the Customer master.
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.
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.
How do I Import a Customer List?
To import a list of Customers, you will need to first download the import template from the Customer List View Page. The import template is downloaded with the existing Customers. Click on the Export button to download the template with the existing ...
How do I create a Customer Group?
You can create a Customer Group in Tagrain using the Customer Group Master screen. On the Customer Group list view page click on Add Customer Group to open the Create Customer Group Screen. Specify the details required and click on save button to add ...
How do I add a Customer In Tagrain?
A customer can be added from the Web Register OR from the Customer Master Screen. To add a customer from the Web Register, click the New Customer tile (at the bottom of the screen) to open the Add Customer screen. On the Customer list view page click ...
Can a user change the Price At POS?
Yes, the user can change the price on the fly at POS. Scan the item to add it to the transaction grid and click on the edit icon. This will open the screen to apply discounts (amount or percentage). You can edit the price of the item on this screen. ...
How do I disable a Product I’m no longer selling?
You can delete the product from the product list screen. Highlight the product to be deleted and click the delete icon at the end of the row. The Serial and Batch Products feature is available on activation of the Serial and Batch Product Management ...
What If I want to sell some items as a Set or Bundle?
Composite items are combinations of products sold as one unit. This is a good way to create items which are sold as a bundle. Composite items can be created in the Add Product screen by selecting Composite as an item type. The Composite Products ...
Can I copy a Product and just change the Code and Description?
Yes, you can copy a product and change the code and description. On the product page for every product there is a copy button placed at the end of product row. Click on this copy button to open the create new product page. Change the code and ...
How many Products can I manage using Tagrain?
Unlimited products can be managed in Tagrain. Tagrain allows you to define different types of products based on their nature and type. While creating a product you need to select the type from the Product Type dropdown list. However, the options in ...
Does Tagrain support Serial and/or Batch Managed Products?
Yes, Tagrain allows you to create serial and batch-controlled products. Select the appropriate Product Type when creating a product to create either a serial controlled or a batch-controlled product. The Manage Serial and Batch Product feature is ...
Can I delete a Product Tag?
Yes, you can delete a Product Tag. However, deleting the Product Tag will remove it from all the products.
How do I export the product list?
All the Product data can be exported to an Excel spreadsheet from the Product List View screen. This exported product list will be available on your local machine as an Excel spreadsheet. You can use this sheet to add more Products or remove existing ...
Where can I get template for product import?
Clicking on the Export button on the product list page will download the template with the existing products. Edit this template to add new products OR edit the existing ones (you don’t need to import products you aren’t editing).
Can I import a Product list?
Yes, you can import a Product list in Tagrain. To import a product list, you will need to first download the template from the Product List View page. Clicking on the export button will download the template with the existing products. Edit this ...
How do I add product group?
On the Product Group page click the Add Product Group button to open the Create Product Group page. Specify the details required and click on the save button to add the product group. This can also be added directly from the Product creation screen, ...
How do I add a product?
On the Product page click the Add Product button to open the Create Product Screen. Specify the details required on the page, upload the image, and click on the save button to add a product. While creating a product you need to select the type from ...
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.
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 ...
If I select 1 store now and when my business expands, can I add or change this to 2 or more stores in Tagrain?
Yes, you can create multiple stores, but only in the Essential edition. Both COMMUNITY and ENTERPRISE come with one store and one POS terminal. While additional POS terminals can be added in both the editions, additional stores can only be added in ...
In a multi store setup will I get a separate URL for each store?
Each Tagrain subscription comes with a unique web address (URL) to login. A typical URL looks like <yourcompanyname>.tagrain.net. Yes, you can have Single login for all stores. You can create roles and assign roles to users under Setup > User ...
How do I put my company logo on receipts?
Tagrain allows you to put your Company Logo on your Receipts. You need to navigate to Home > Setup > General Settings. Click on the little Pencil symbol next to the Logo field and upload your Logo.
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