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.