Tactic-How-To

Events/Agenda Module

How to export Tactic Agenda and include it into a third party application, such as Google?

For exporting the Tactic agendas the users need to go through the basic steps of agenda module. At first the users need to activate the agenda module and then follow the following steps:

• The users need to create events and agendas
• The users can go to the other tab from the module setup page
• Then the users need to input a word of their choice into the field of key to allow export
• Then the users need to enter any word of their choice and proceed towards completion by clicking on save
• The users can get the link on the line and can proceed with completing the procedure by advancing their focus towards “An export link to ical format is available at following link”

An example of the build link is provided in the following lines:

http://mysite/comm/action/agendaexport.php?format=ical&type=event&exportkey=choosen_word

• Then the users need to go to the agenda parameters of the third party application that the users will be using for exporting the agenda. The users need to add the URL properly for exporting the Tactic agenda.

However, the users can face problem after pasting the link. Google can show notifications such as, The URL cannot be generated, as the robot.txt file does not allow exploration. In this case the users need to edit the robot.txt files, which is already persistent in the Tactic root website. The users can change it into something that can be explored by the third party application.

User-agent: *
Disallow: /
User-agent: Googlebot
Disallow: /
Allow :
/comm/action/agendaexport.php?format=ical&type=event&exportkey=chosen_word

However, the users need to wait for 24 hours as it takes quite a lot of time by the users to be known by Google.

Accounting simplified Module

How to set up the accounting module?

For setting up the accounting modules the users need to follow the mentioned steps: Home -> Set-up -> Modules/Applications -> Financial Modules (Accounting/Treasury) -> The users need to choose their preferred module (Simplified accounting or accounting double entry, the users need to remember that only one of these modules can be activated at a time). Before using the accounting modules the users need to create bank accounts in Tactic and create invoices, expense reports so that the data is visible under Accounting menu. If the users activate simplified accounting then they will only be able to perform a limited number of activities with the help of that module, such as validating invoices and recording reports. However, if the users activate double entry accounting then they will be able to add journals, ledger and many more other advanced accounting feature, which will certainly be prove to a positive experience of using Tactic.

How to add or change a chart of account?

It has been sated before that Tactic comes with a number of charts of accounts already and the user can change these charts of account at any time they want. Changing the charts of accounts is not at all a complicated process, as it may seem to be. For changing the charts of account the users need to follow some steps, which are: Accounting (From the menu bar) -> Set-up -> Chart of accounts -> The users will be able to see the option of Select active chart of accounts -> Select the preferred chart of accounts from the drop down menu -> Change and load. After completing these steps the users will be able to use new chart of account easily. However, without activation of Accounting double entry module it is impossible to use the charts of account.

How to create custom chart of accounts in Tactic?

There are already a number of chart of accounts added in Tactic. However, the users may need their custom chart of accounts for enhancing their business related ventures. It is needed to be stated that tactic does not support creation of custom chart of account through its default settings. Hence, for accomplishing this feature the users need to adopt two alternate methods. The first method is to follow GUI and the second method is to ask support from the Tactic support team. The users can contact the Tactic support team by dropping a mail on support@alsoft.org by their registered mail ID.

How to questions for Bank and cash module

Can a bank statement be imported in Tactic?

Bank statements can certainly be imported in Tactic by manual procedure. The importation of bank statements are performed by following some steps. For accomplishing this the users need to go to the Bank module and then click on the options of Bank entries. The users at first need to choose the Bank and Cash menu from the menu bar, then they need to follow the following steps: Bank and Cash menu -> List -> one of the banks from the list needs to be chosen -> Bank entries -> Add entry. At the add entry filed the users can add their preferred bank statement and can enjoy the rest of the functionalities of Tactic Bank and Cash module.

How to questions for Barcode Module

Can I add a QR code in my invoices?

Adding a QR code to the invoices is not something very complicated. It can be achieved with some small steps. For accomplishing the same you just need to go to Home-> Setup-> other setup. There you can find the blank area, in which you can add your own setup options. In the criterion of name you need to add INVOICE_ADD_ZATCA_QR_CODE and set the value to 1. Then click the option of Modify to complete. After completing Tactic will be generating PDFs with QR codes, when you use the “crabe” or “sponge” templates.

How to questions for Tags and Categories Module

How to add tags and categories?

Tags and categories play an important role in specifying the type of a product or a vendor or a customer or a member and many more. The users of Tactic have been provided with the opportunity of creating tags and categories for various elements such as products, third parties, members and more. The creation of the tags and categories can be performed with the help of Tactic GUI. It can also be accomplished with the help of few steps, these steps are: Home -> Set-up -> Modules/Applications -> Tags and categories module -> the users need to activate the module for creating tags and categories. Then the users need to visit any module that contains the feature of tags and categories much as the member module. They need to follow the next steps then, Member menu (From the main menu bar) -> Tags and categories (from the vertical menu) -> New tag/category -> Fill up the needed criteria -> Save. After saving the tags the users will be able to use the tags and categories feature seamlessly.

How to questions for Customer Invoice Module

Is there a daily, weekly and monthly sales report system in Tactic?

As for now sales reports cannot be found in Tactic, however, the users can generate a monthly payment report for customers and vendors from the Billing module. The users will be able to generate the payment report for any month just by adding their preferred months. For achieving this the users need to first activate the invoice module, by following these steps, Home -> Set-up -> Invoice -> activate -> Billing module -> Vendor invoices/Customer invoices -> Reporting -> the users then need to choose the months -> Create. The monthly report will be generated as a PDF format. Tactic generates the reports in a PDF format to eliminate the efforts of the users. The reports can directly be added to the organization’s documents without having to perform any modification and alteration.

Can I add a QR code in my invoices?

Adding a QR code to the invoices is not something very complicated. It can be achieved with some small steps. For accomplishing the same you just need to go to Home-> Setup-> other setup. There you can find the blank area, in which you can add your own setup options. In the criterion of name you need to add INVOICE_ADD_ZATCA_QR_CODE and set the value to 1. Then click the option of Modify to complete. After completing Tactic will be generating PDFs with QR codes, when you use the “crabe” or “sponge” templates.

Does Tactic support different invoice types based on different country standard?

As it has been stated before that Tactic is designed for eliminating the manual efforts of the customers with the help of digitization. This is what made the Tactic developers develop Tactic as an all in one ERP & CRM solution. Therefore, Tactic certainly supports different types of invoices for providing the users with an excellent and updated services.

Can invoice be generated in a PDF format?

Tactic effectively reduces the amount of manual effort that a business organisation or an individual applies in the work process. Hence, it is quite acceptable for Tactic to provide the users with an opportunity of generating the invoices in the PDF format. For accomplishing this the users only need to go to the invoice module from Billing menu the process of generating PDF is: Billing/ Payment menu -> Customer invoice/Vendor invoice -> List -> Click on the desired invoice -> Linked file -> Generate. After clicking on generate the users will be able to see the generated PDF file in the following area. Upon clicking on the PDF name a pop up will show whether to show or download the file. The users can download the file by choosing the download option easily.

Is there an option of adding signature in invoices?

Signatures are an integrated part of invoices, hence, it was important to provide the mandatory feature of adding signature to the users. The users will certainly be able to add signatures, seals and other related elements in the invoices and proposals. For completing this the users need to go through a few steps. The users need to go to Setup -> Modules/Applications -> invoice module. The option of Free Text on invoices will be visible under the option of other options. The users can enter their signature on the area and it will be used in every invoice that is issues through Tactic. The users can add watermarks as well by adding their watermark in the following criterion called watermarks.

How can the border style in invoice be changed?

Tactic has already provided the users with a number of PDF templates already within its set-up. However, the users may not find those as their preferred PDF templates, and they can easily modify their own PDF template and use that in their invoices. Same can be done with the border style in invoices as well. The users can also achieve the same with the help of GUI as well.

Can we change the invoice number going beyond the default numbering system?

We are afraid that the users cannot change the invoice number going beyond the numbering system all by themselves. As Tactic automatically creates invoices’ number based on the previously completed invoices, it is not possible to change the number of invoices through the software. However, we understand that the users might face situation where they need to change the invoice number for their use. In this case the users can easily contact the Tactic team and ask for assistance. The users can drop a mail at support@alsoft.org from their registered email address. The Tactic team will contact the users within 48 hours. However, you can change the invoice number format, if that helps you. For achieving the same you can go to Home -> Setup -> invoice module -> Setup.

How to add Tax invoice in Tactic?

Taxes are one of the most important factors associated with business. Hence, it is necessary to manage all the business related taxes error free. Keeping a record of tax invoices is one of the most effective method of managing all the taxes. This can be performed easily with Tactic. Adding Tax invoices in tactic can be performed with the combination of a few small steps. The very first step of adding tax invoices in Tactic is associated with visiting Home -> Company/Organisation -> enable taxes as per choice. Tactic allows the users to add up to three different Taxes. After enabling the Taxes the users will be able to enjoy the Tax invoice in the Billing module.

Is there a method of adding automatic terms and conditions in the proposals, contracts and the orders? If there is a way then how can I accomplish this easily?

As Tactic has been designed for increasing the convenience of the users it is certainly possible for the users to add automatic terms and conditions in the proposals, contracts and the orders. For adding automatic terms and conditions the user only have to add those terms and conditions to the public note area and it will be visible in the PDF version of the invoice, contract or proposals. For adding terms and conditions the users need to follow these steps: Commerce menu (for contracts and proposals)/ Billing menu (for invoices) -> List -> select the preferred one -> Notes (from the ribbon) -> Add terms and conditions in public note -> Save. After saving the users need to generate PDF version of that invoice/contract/proposal. The Terms and conditions will be visible. The users can add terms and conditions in the public note area while creating an invoice/contract/proposal as well.

How can numbers to words be added to the invoice within Tactic?

There is no direct method available for changing numbers to words. Hence, for enjoying this feature the users need to contact the Tactic Team and place their request for a customised service. For contacting the Tactic team the user need to drop a mail at support@alsoft.org for this paid service. It is important for the users to drop the mail only from their registered email address. The Tactic team will contact them within 48 hours and let the users know if their paid request can be processed or not.

Are there different types of invoices available in the Tactic invoice module?

Different types of invoices are available Tactic based on the activities. There are different invoices such as VAT invoice, TAX invoice, Customer invoice, Vendor invoice and more.

How to questions for Accounting double entry Module

How to set up the accounting module?

For setting up the accounting modules the users need to follow the mentioned steps: Home -> Set-up -> Modules/Applications -> Financial Modules (Accounting/Treasury) -> The users need to choose their preferred module (Simplified accounting or accounting double entry, the users need to remember that only one of these modules can be activated at a time). Before using the accounting modules the users need to create bank accounts in Tactic and create invoices, expense reports so that the data is visible under Accounting menu. If the users activate simplified accounting then they will only be able to perform a limited number of activities with the help of that module, such as validating invoices and recording reports. However, if the users activate double entry accounting then they will be able to add journals, ledger and many more other advanced accounting feature, which will certainly be prove to a positive experience of using Tactic.

How to add or change a chart of account?

It has been sated before that Tactic comes with a number of charts of accounts already and the user can change these charts of account at any time they want. Changing the charts of accounts is not at all a complicated process, as it may seem to be. For changing the charts of account the users need to follow some steps, which are: Accounting (From the menu bar) -> Set-up -> Chart of accounts -> The users will be able to see the option of Select active chart of accounts -> Select the preferred chart of accounts from the drop down menu -> Change and load. After completing these steps the users will be able to use new chart of account easily. However, without activation of Accounting double entry module it is impossible to use the charts of account.

How to create custom chart of accounts in Tactic?

There are already a number of chart of accounts added in Tactic. However, the users may need their custom chart of accounts for enhancing their business related ventures. It is needed to be stated that tactic does not support creation of custom chart of account through its default settings. Hence, for accomplishing this feature the users need to adopt two alternate methods. The first method is to follow GUI and the second method is to ask support from the Tactic support team. The users can contact the Tactic support team by dropping a mail on support@alsoft.org by their registered mail ID.

How to questions for Email Collector Module

Can I use a Gmail account for my Tactic Email collector?

Email collectors are designed for helping the user to collect important emails and make tickets out of those automatically. The users can certainly add any account that they want as the default receiver for the Email collector module. For accomplishing this the user just need to go to the email collector module and then add their preferred Gmail account as the Email collector. This can be performed by following a few steps, which are, Home -> Set-up -> Modules/Applications -> Interfaces with external systems -> Email Collector -> Click on the reference name of the Email collector -> From the area of filters add an receiver (s) -> add the Gmail account at the area beside it -> Add. After completing this the users will be able to collect emails through the Gmail account.

Hoe to put email collector into work?

Email collector helps in enhancing the CRM (Customer Relationship Management) program in a much better manner. The primary work that an Email collector does is to collect emails and make tickets out of those. It may be a bit complicated to understand, hence, an example can help in understanding the working procedure of an email collector. Just as the users send various emails at support@alsoft.org by their registered email ID regarding various matters and confusions that they come across while using Tactic. Our, Tactic Team’s responsibility is to read those mails and get back to the users with proper solutions. However, it is no always possible to read a vast amount emails and reply all day. This is where Email collector makes our work easier. Email collector collects and make tickets out of those emails, so that the Tactic team can easily map out the method with which they can provide the users with assistance.

This is exactly how the users can put the email collectors into work. Tactic email collector will be collecting all the emails from the users’ clients, customers, vendors and more. Moreover, the Tactic email collector is also capable of collecting responses, collecting leads and making projects out of those and collecting candidatures. Additionally, the users can add their own preferred email collectors for better use of Tactic.

How to questions for Mass Emailing Module

What to do if I am unable to send emails through Tactic?

For using the emailing facilities of Tactic the users need to properly configure the Tactic email module. Without proper configuration the module will not be able to send emails properly. The users also need to check their sender and receiver email addresses for better and disruption free emailing procedures. Only the persistence of any error in emailing module configuration and error in sender and receiver emailing addresses can lead towards such difficulties.

How to questions for Leave request management Module

Does Tactic provide an automatic decrease of leave balance upon approval?

Tactic is designed to increase the convenience of the users, hence, it is surely capable of decreasing leave balance upon approval. However, before having the leave balance the users need to create type of leaves along with their numbers so that Tactic can easily read the data and update the balance of leaves. For creating type of leaves the users need to follow these steps: Home -> Set-up -> Dictionaries (from the vertical menu bar) -> Type of leaves (From the tables) -> the table containing already existing leaves will be visible -> the users need to add Type of leave, label, value -> Add. The user can also modify an existing leave by clicking on the option of Modify. After adding the leaves the users will be able to enjoy automatic update of leave balance in Tactic.

How to questions for Product Lots Module

Is it possible to track an individual product with the help of its lot and serial number?

Yes, it is possible to track a product just with the help of its lot and serial number. For tracking a product you need to go to products menu -> Lots/serial number -> click on the lots and serial lists of the product that you want to track. The lots/serial card will open and you will have to choose the option of Show log movement for couple product lot. The window with all the log movements will open and you can easily track the last activity that has taken place with the product.

How to questions for Manufacturing Order Module

How to add projects in MO modules? If yes then what is the method of accomplishing it?

Yes, projects can certainly be added in the MO module. As Tactic’s users are belonging from different types of business originations we understand that the users’ organisation can be associated with mass manufacturing projects. For which it is important to provide the users with the convenience of adding projects in the MO module. In order to add a project in the MO module the users need to go the MRP menu from the main menu bar and then go the manufacturing order menu. They need to choose new manufacturing order for creating new MO. While creating a new MO the users need to select the project from the drop down menu that appears right beside the blank area of adding projects. However, the users need to create projects before attempting to add projects from the dropdown menu. If there is no accurate projects then the users can also create projects from the MO module itself. For creating a new project the users only need to click on the add button (plus sign) and enter all the mandatory information.

How to use Manufacturing Orders module effectively?

Tactic has an addition of manufacturing order for making it easy for the users who are associated with massive manufacturing works. Tactic makes it easy to keep an official record and a track of all the manufacturing orders within a single space. Hence, it is important to use the Manufacturing orders module effectively. For using this module at its full functionality the users need to configure the module properly. For configuring the MO module the users need to go to Home -> Setup -> Modules/Applications -> Product management -> Manufacturing orders -> Activate the module -> click on the cog sign -> Settings -> Perform all the settings as per preference -> Modify. The users can also add complimentary attributes based on their preferences, it is optional. After completing the configuration the users need to click on the MRP menu to access MO module. Upon opening the MO module, the users need to choose the option of New manufacturing order for adding new MO within Tactic. After the MO car opens the users need to add all the important and mandatory information to continue creating a new MO. After creation of an MO the users will easily be able to change the statuses of all the MO. If the MO is still in Draft status, it can be modified. Once the status of the MO changes to Validated it cannot be changed anymore. The MO then can be changed as Produced, once the order is produced. The closed or produced MOs can be re-opened as well. For re-opening the MOs the users just need to open the MO card and then click on the option of re-open.

How to manage value transfer in Manufacturing orders module?

Manufacturing Order module is initially made for keeping track for the manufacturing orders as well as production. The functionality of automatic update of the value of stock is not attached in MO, however, the users can certainly perform the value transfer manually. For achieving this modification the users can easily use the batch numbers of a specific product while creating an MO. The users at first need to create a BOM with the batch number and then add it while creating the MO. For creating a BOM with the batch number the users need to go to the MRP menu from the main menu bar and then add the batch number at the place of Label. Then after creating the BOM the users need to create an MO from the same menu. The steps of creating the MO are: MRP -> Manufacturing orders -> new manufacturing order -> Fill up all the important and mandatory criteria (including choosing the right MO) -> Create. After production the users can correct the stocks by following some steps, which are: Product menu -> Stock -> Movements -> click on the movement code -> correct stock -> Enter information -> Save. After saving all of the value will be transferred manually.

How to questions for Point Of Sale

How to use the TakePOS module properly?

The POS (Point of Sale) modules have been added to Tactic to be used by the supermarkets or the restaurants. For using TakePOS module seamlessly, the first thing that the users require to do is to activate the TakePOS module. Activation of TakePOS module can be performed from the Home and then Setup menu. After activating the module the user need to click on the Cog sign to add the parameters and save those to enjoy the functionalities of the TakePOS module. For activating the module the users need to go to Home -> Setup -> Modules/Applications -> POS TakePos -> Activate -> Click on the cog sign -> Add the parameters -> Add the number of terminals (adding terminals are important to use TakePOS) -> Save -> Configure the terminals (by clicking on the ribbon) -> Save. After saving the users need to open the TakePOS module and add a new cash desk closing. It is important to choose TakePOS as the application and the desired terminal number and click on start. TakePOS will be ready to use.

How to questions for Product Module

How to import new stocks for the products that already exists?

Yes, Tactic allows the users to import new stocks for already existing products through the module Tools. After going to the tools the users need to click on the option of New import. Upon choosing this option the users can easily import the files that contain new import for already existing products. However, it is important for the users to list the stock update in a CSV file for working with Tactic more prominently. The users can then update the new stock of the existing products.

How to delete products that are added in Tactic?

Tactic cares about the security and safety of all the important data of the users. Hence, for security purposes the users are not provided with a delete option within the product card, the delete option is mostly disabled. Hence, for deleting a product the users need to delete all the related records beforehand. Related records can include all the invoices, sales orders and projects that are associated with that specific product. The users can start with closing all of the invoices and POS terminals in which the product is used. The users will not be able to delete the product if any of the invoices are still open and the product is used in POS terminals. Hence, for deleting the products the user at first need to go to Billing menu -> (Customer/Vendor) Invoices -> List -> Close all the invoices (Classify paid) (The users cannot delete the invoices for security purposes). The projects need to be deleted as well. For deleting the projects it is important to close them then delete them. The steps for deleting a project are: Project menu -> List of open projects -> click on the associated projects -> close -> delete. For closing the orders the user need to go to Commerce menu -> (Sales orders/ purchase orders) List -> select the order -> Delete. Upon deleting all the records of the product the users can go to the Product menu -> List -> Click on the product that need to be deleted -> Delete (the option will be available).

How to disable discounts for some of the products?

No, it is not possible to disable the discounts for some specific products while having the default discount intact. The users need to change the entire discount to apply it for products.

How to questions for Product variant module

How to add product variant in Tactic?

Different products have different sizes and different colours, however, same products can also have different sizes and different colours. These are called the product variants, the product variants are added in Tactic with a very short process. However, for creating products and then product variants the users first need to activate the Products and the Product variant module. Without activating these modules the users will not be able to create product variants. After activation of these modules the users need to follow some steps, First you have to add the different variants Under the options on Product menu there will be an option called Variant attributes which are: Product menu (From the main menu bar) -> Products -> New Product (as creating new product is necessary to create product variant) -> fill all the mandatory information -> Create -> List -> Select the product for creating variant -> Variant (from the ribbon that appears above the product card) -> New Variant -> Fill the criteria of variant attribute -> Create. New variants for products will be ready after completing this step. However, the users need to create variant attributes first before creating a product variant. For creating a product variant the users need to choose the option of variant attributes and add different attributes by clicking on the plus sign. The users can add different attributes such as colour, sizes and more.

Is it possible to track an individual product with the help of its lot and serial number?

Yes, it is possible to track a product just with the help of its lot and serial number. For tracking a product you need to go to products menu -> Lots/serial number -> click on the lots and serial lists of the product that you want to track. The lots/serial card will open and you will have to choose the option of Show log movement for couple product lot. The window with all the log movements will open and you can easily track the last activity that has taken place with the product.

How to add product images in product cards?

Tactic is designed for the small, medium sized, as well as the large companies. The business organisations certainly possess a large number of products and those require proper management to enhance the workflow of an organisation. Therefore, it is important to help the business organisation to manage their large number of products without having to face any kind of disruption. This is why the Tactic developers have designed Tactic to easily allow the users add product pictures for better management purpose. However, there is not any direct option to add pictures that is available in other modules, such as members and users. For adding pictures in the product card the users need to go the option of Link file from the product that can be opened from the product list. The users of Tactic only need to link the image file with the product and Tactic will automatically add the first added image as the image for the product.