Sales Transactions in Tagrain in the Integration Hub

Sales Transactions in Tagrain in the Integration Hub

When a product is sold at a retail store then a Sales transaction takes place. The payment is received either by cash or different available payment types like a credit card, loyalty card, gift card, etc. The number of products sold, the amount of cash received, the date and time of purchase, the employee handling the sale, and the customer information are recorded in the Tagrain POS system in order to monitor these factors for future predictions.


All sales transactions are integrated from Tagrain to SAP Business One. Transactions details like payment types, products, discounts, tax amounts, surcharges, and all other required information are available in SAP Business One.


The Information related to Sales created in Tagrain is synchronized to SAP Business One. The payment for the Sales can be made

At the time of booking the sale
On Account Sales

The Application handles these scenarios differently as per payment types. For instance, all Tagrain sales for which payment is made at the time of booking the sale are handled in SAP Business One by posting an A/R Invoice and Incoming Payment.

For On Account Sales in SAP Business One, an A/R Invoice is posted. Later, when the customer makes the payment, an incoming payment is posted with reference to the A/R Invoice.

For posting cash transactions in SAP Business One, the application uses the Cash Account defined in the General Settings of Tagrain in SAP Business One. For payment types other than cash, the Payment Mapping window is used to determine the payment means in SAP Business One.

For all Tagrain Sales, the payment terms in SAP Business One is the default payment term which is set in General Settings of Tagrain in SAP Business One.

Tagrain supports cash customer sales. Whenever any Sales transaction is posted to a Walk-In (Not registered) customer in Tagrain, the same is integrated to SAP Business One using a Default Cash Customer which is set in the General Settings of Tagrain in SAP Business One.

Sales with Payment 

  1. On Tagrain, log in as Cashier and add the products to your sale transaction.
  2. After all the products have been added to the transaction list with appropriate discounts, surcharges, and notes, click on Pay to proceed to the Payment screen.
  3. Select the tender and complete the payment.
  4. The transaction will automatically print on the printer attached to the Web Register.
  5. Sale in Tagrain is synchronized as an A/R invoice and Incoming Payment in SAP Business One.
  6. The replication information between Tagrain and SAP Business One can be checked by observing the alert message for A/R Invoice, and Incoming Payment.

The A/R Invoice reflects at location Main Menu → Sales A/R → A/R Invoice.  

The Incoming Payment reflects at location Main Menu → Banking   → Incoming Payments → Incoming Payments. 

On Account Sale 

  1. On Tagrain, log in as Cashier and select the customer for sale transaction.
  2. Add the products to your sale transaction.
  3. After all the products have been added to the transaction list with appropriate discounts, surcharges, and notes, click on Pay to proceed to the Payment screen.
  4. Select the tender type as On Account and complete the payment.

Note

Ensure you have defined the credit Limit for the customer and it is more than the sale transaction total. Otherwise, the On Account payment type remains disabled.

  1. The transaction will automatically print on the printer attached to the Web Register.
  2. Sale in Tagrain is synchronized as an A/R invoice in SAP Business One.
  3. The replication information between Tagrain and SAP Business One can be checked by observing the alert message for the A/R Invoice.

The A/R Invoice reflects at location Main Menu → Sales A/R → A/R Invoice.  

  1. Later, when the customer gives the payment against the Sale in Tagrain, an Incoming payment is created against the A/R Invoice added in Step 7. 


Gift Card Sale  

  1. On Tagrain, log in as Cashier and add the Gift Card product to your sale transaction.
  2. Click on Pay to proceed to the Payment screen.
  3. Select the tender and complete the payment.
  4. The transaction will automatically print on the printer attached to the Web Register.
  5. Gift card Sale in Tagrain is synchronized as an A/R invoice and Incoming Payment in SAP Business One.

Note

In A/R Invoice, the application uses the G/L account of the credit card which is mapped against a Gift Card in the Payment Mapping window of Tagrain Settings.


  1. The replication information between Tagrain and SAP Business One can be checked by observing the alert message for A/R Invoice, and Incoming Payment.

The A/R Invoice reflects at location Main Menu → Sales A/R → A/R Invoice.  

The Incoming Payment reflects at location Main Menu → Banking   → Incoming Payments → Incoming Payments. 


Next Step: Refund Transactions in Tagrain in Integration Hub

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