Difference between revisions of "General information on usage"
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= Staring the software | = Staring the software = | ||
Tactic needs to be installed in your desktop or you need to visit the website by writing the URL appropriately. However, the installation of Tactic can be different based on the configuration of your web server. Launching the application needs to be followed by the process of logging into the software by putting credentials into two fields: | Tactic needs to be installed in your desktop or you need to visit the website by writing the URL appropriately. However, the installation of Tactic can be different based on the configuration of your web server. Launching the application needs to be followed by the process of logging into the software by putting credentials into two fields: | ||
'''Login Id''' | '''Login Id''' | ||
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The users need to complete the log-in process by putting down their password. The password requires to be as incorporated in the last-step of installation process. | The users need to complete the log-in process by putting down their password. The password requires to be as incorporated in the last-step of installation process. | ||
= Homepage | = Homepage = | ||
After logging in the users will be able to see the homepage of Tactic. Homepage of the software contains menu bars. There are two types of menu bars in Tactic that you will be able to find, one vertical menu bar and one horizontal menu bar. There will be a number of | After logging in the users will be able to see the homepage of Tactic. Homepage of the software contains menu bars. There are two types of menu bars in Tactic that you will be able to find, one vertical menu bar and one horizontal menu bar. There will be a number of widgets in the homepage including a box showing user login details, a widget of statistics showing charts and graphs of all activated module. A widget showing details of weather and more. The widgets can be modified by activating or deactivating Tactic modules in accordance with the users’ preferences. The users can proceed with modification of widgets by going through certain steps, which are: '''Home-> Setup-> widgets'''. | ||
= Menu usage in Tactic: = | = Menu usage in Tactic: = | ||
The menus that are presented in the horizontal bar represent each of Tactic module. Hence, the menus of horizontal bar depends on the activation of the modules. You need to activate a module first to gain its access in the | The menus that are presented in the horizontal bar represent each of Tactic module. Hence, the menus of horizontal bar depends on the activation of the modules. You need to activate a module first to gain its access in the vertical bar. For activating a module, you need to go to the vertical menu that persists in the home page of Tactic. The procedure of activating a menu is: | ||
For using a module, you need to click on the menu associated with that particular module. Upon clicking on the menu you will find a different page, which shows the statistics of that particular module. On the vertical plane you can find different menus and options associated with the module. For example, if you need to create a new third-party you need to go through a simple step, which is: | For using a module, you need to click on the menu associated with that particular module. Upon clicking on the menu you will find a different page, which shows the statistics of that particular module. On the vertical plane you can find different menus and options associated with the module. For example, if you need to create a new third-party you need to go through a simple step, which is: | ||
However, the choices of menu depends on the choice of menu manager, which can be modified by going to: '''Home-> Setup-> | However, the choices of menu depends on the choice of menu manager, which can be modified by going to: '''Home-> Setup-> Menus''' | ||
= Objects | = Objects = | ||
Objects are the terms that are used to specify the managed records by the software. The objects can be an invoice, a bank account, a customer, a supplier, a user, a proposal and more. The objects are managed directly by the modules of Tactic. The users can create their own objects based on their preferences. | Objects are the terms that are used to specify the managed records by the software. The objects can be an invoice, a bank account, a customer, a supplier, a user, a proposal and more. The objects are managed directly by the modules of Tactic. The users can create their own objects based on their preferences. | ||
Tactic shows objects in different colours based on the status of the object. Different colours associated with different status in Tactic is provided below: | Tactic shows objects in different colours based on the status of the object. Different colours associated with different status in Tactic is provided below: | ||
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* Cancelled Status – Cancelled objects are shown in white colour with a cross to signify the cancellation | * Cancelled Status – Cancelled objects are shown in white colour with a cross to signify the cancellation | ||
* Error Status – objects with crucial issues ae shown in red colour. | * Error Status – objects with crucial issues ae shown in red colour. | ||
= Search | = Search = | ||
Search field is attached with each and every menu for increasing the convenience of the users. Search for a particular object will be generated based on reference, notes, description and more. Search can be generated by putting down amount as well. | Search field is attached with each and every menu for increasing the convenience of the users. Search for a particular object will be generated based on reference, notes, description and more. Search can be generated by putting down amount as well. | ||
= List view = | |||
A quick add button is added to the list view of each module for making it convenient for the users to add new entries easily. The users only need to choose the module -> list -> click on the add (+) button -> fill up the criteria -> save. It is an easy and more convenient way of adding the entries to Tactic. | |||
[[File:Quick_add.PNG|center|link=]] | |||
Latest revision as of 07:59, 27 December 2022
Staring the software
Tactic needs to be installed in your desktop or you need to visit the website by writing the URL appropriately. However, the installation of Tactic can be different based on the configuration of your web server. Launching the application needs to be followed by the process of logging into the software by putting credentials into two fields: Login Id The users need to put down their log in credentials in the empty space. The log-in ID can be integrated with the email ID of the users for decreasing complexity. Password The users need to complete the log-in process by putting down their password. The password requires to be as incorporated in the last-step of installation process.
Homepage
After logging in the users will be able to see the homepage of Tactic. Homepage of the software contains menu bars. There are two types of menu bars in Tactic that you will be able to find, one vertical menu bar and one horizontal menu bar. There will be a number of widgets in the homepage including a box showing user login details, a widget of statistics showing charts and graphs of all activated module. A widget showing details of weather and more. The widgets can be modified by activating or deactivating Tactic modules in accordance with the users’ preferences. The users can proceed with modification of widgets by going through certain steps, which are: Home-> Setup-> widgets.
Menu usage in Tactic:
The menus that are presented in the horizontal bar represent each of Tactic module. Hence, the menus of horizontal bar depends on the activation of the modules. You need to activate a module first to gain its access in the vertical bar. For activating a module, you need to go to the vertical menu that persists in the home page of Tactic. The procedure of activating a menu is:
For using a module, you need to click on the menu associated with that particular module. Upon clicking on the menu you will find a different page, which shows the statistics of that particular module. On the vertical plane you can find different menus and options associated with the module. For example, if you need to create a new third-party you need to go through a simple step, which is:
However, the choices of menu depends on the choice of menu manager, which can be modified by going to: Home-> Setup-> Menus
Objects
Objects are the terms that are used to specify the managed records by the software. The objects can be an invoice, a bank account, a customer, a supplier, a user, a proposal and more. The objects are managed directly by the modules of Tactic. The users can create their own objects based on their preferences. Tactic shows objects in different colours based on the status of the object. Different colours associated with different status in Tactic is provided below:
- Draft Status – if an object is not yet validated it will be shown in white colour
- Validated Status – When an object is validated it will be shown in colour yellow.
- Processed, Active or Enabled Status – if the object has been processed it will be shown in green colour
- Cancelled Status – Cancelled objects are shown in white colour with a cross to signify the cancellation
- Error Status – objects with crucial issues ae shown in red colour.
Search
Search field is attached with each and every menu for increasing the convenience of the users. Search for a particular object will be generated based on reference, notes, description and more. Search can be generated by putting down amount as well.
List view
A quick add button is added to the list view of each module for making it convenient for the users to add new entries easily. The users only need to choose the module -> list -> click on the add (+) button -> fill up the criteria -> save. It is an easy and more convenient way of adding the entries to Tactic.
