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.
How 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.
How to questions for Projects or Leads Module
Can we add projects in MO modules? If yes then what is the method of accomplishing it?
Yes, projects can certainly be added in the Manufacturing order 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 questions for Scheduled jobs Module
How to set up scheduled jobs in Tactic?
Scheduled jobs are one of the most helpful objects that can help in scheduling very common yet important jobs that occur within Tactic, such as collecting emails and deleting logs and temporary files. Performing the configuration of scheduled job is quite easy and can be completed within a few click. For setting up scheduled jobs the users need to go to the scheduled job option from Home -> Setup -> Modules/Applications -> Scheduled jobs -> Activate -> Click on the cog sign. Upon clicking on the settings of scheduled jobs the users will be able to get a view of already scheduled jobs. The users can edit those jobs or add new jobs from the plus sign that can be found in the top of the list. Scheduled jobs can be added by filling every mandatory criteria.
How to questions for Vendor 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 Tax Module
How to change or set up new the VAT or TAX rate in Tactic?
We understand that the Tactic users belong to different nations and regions and the standard VAT and TAX rate set-up will not be same everywhere. Hence, it is important to provide the users with an option of changing the VAT or TAX rates manually. Therefore, changing Tax and VAT rates in Tactic is quite easy. In order to change the default VAT rate the user can go to Home-> Setup -> Dictionary setup -> VAT rates, then the VAT rates need to be changed with the preferred one. After completing this the users should be able to enjoy the new VAT rates seamlessly within Tactic.
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.
How to questions for Third Party module
How to add native languages for third-parties?
With the help of this Multilanguage settings the users can easily change the default language of their customers and third parties. For activating the Multilanguage settings the users need to go to Home -> Set-up -> Display -> Enable Multilanguage support for customer or vendor relationships -> Activate the option to use Multilanguage settings seamlessly. The users then need select a default language for the third-parties. For enabling a default language for the third-parties, the users need to follow the steps: (For an already created third party) Third party menu -> List of Customers/Prospects/Vendors -> Click on the desired third party -> Modify -> Language default -> Choose the preferred language -> Save or (For a new third party) Third party menu -> New Customers/Prospects/Vendors -> Fill all the important information -> Language default -> Choose the preferred language -> Save.
How to questions for Tickets Module
How to add Tickets from public interface?
Tickets are a helpful object that can assist the users in seeking help from the Tactic team regarding several issues. Tickets can be created from inside of Tactic and it can also be created by a public interface. Creating tickets from public interface allow the users to connect with the Tactic team without having to log-into Tactic. For creating tickets from public interface the users need to activate the ticket module at first. For activating the ticket module the users require to go to Home -> Setup -> Modules/ Applications -> Tickets -> Activate the module -> Click on the cog sign -> Public interface tab -> Activate -> there will be a URL visible on the page as “A public interface requiring no identification is available at the following URL” -> The users can copy this URL for future use -> or click on this URL -> The public interface of Ticket creation will be visible -> Create ticket -> Enter all the important information -> New ticket. After completing this procedure the users’ public interface ticket will be ready.
How to questions for User module
How to reset admin password?
For changing or resetting the admin password the users need to go to the users section and choose the admin profile. After viewing the admin profile the users need to click on the option of modify and type the new password on the blank area of password. The steps to reach to admin profile are, Home-> User and groups (from the vertical menu bar) -> click on the admin profile from the users list. For changing the admin password go to Modify -> type new password on the blank password area -> Save. Upon saving the modifications the users will be able to rest the admin password easily. For more details you can visit User Module.
Can we limit the access of warehouses from user permission feature?
Yes, the users can limit the access of warehouse from the user permission section of Tactic. Tactic is designed to be used with numerous users under an ultimate admin. The admin decides how much permission to be provided to the users. Hence, it is certainly possible to limit the access of warehouse from Tactic by using user permission set-up. For accomplishing this the users need to go the specific user, whose permissions need to be modified and then go to the section of User permission from the horizontal menu. The list of granted permissions will be visible, from which the users need to find the Stock module and deactivate the permissions related to warehouse. In this way the permissions of warehouses can be limited. However, the users need to remember that there is no way of limiting the access of certain warehouses while granting permissions of other ones. If the permissions are deactivated then the users will be unable to access all of the warehouses and if the permissions are given then the users will be able to access each and every warehouse.
Does Tactic provide the option of customer log-in to update them about their invoices, orders and other important factors?
The users can certainly provide their customer with an option of logging into Tactic with the feature of external user. An external user is the person who is not included within the company. For creating an external user, the user need to create a third-party contact at first. Third party contacts can be created following a few steps: Third-Party menu (from the main menu bar) -> Contacts/Addresses -> New contacts/addresses -> fill all the mandatory criteria -> Add. After clicking the add options a new contact will be created. Upon creation of the new contact the users will be able to see an option of Create users under the contact card. The users can transform that contact into a user by clicking on the create user option. There will be a pop up on the page showing the log-in credentials of that external user. The users then need to tap on validate. After validating that contact will be made into an external user. The users then can limit their access from User permission section.
How to questions for Multicurrency Module
How to set-up automatic change of currency from another currency while drafting an invoice/ How to add multicurrency option in Tactic?
For enabling the option of multicurrency, the users need to go to the multicurrency module, which can be reached by visiting Home -> set-up -> Modules/Applications -> Multicurrency module from the option of Multi-module tools. The users then need to tap on the cog icon that appears on the left of the activation key. Upon clicking on the cog icon the users will be redirected to the settings page of multicurrency. The list of already added currencies will appear under the list, above which a drop down menu of all the available currencies will appear on the left side. The users need to choose their preferred currencies from the list while adding the conversion rate of the new currency from the main currency. For example, if the users have INR set-up as their main currency and what to add USD as new currency then the user need to add the rate of USD that equals 1 INR on the blank Rate box. After adding the rate the users need to tap the option called Add. With the completion of the process the users will be successful in adding the new currencies easily.
How to questions for Miscellaneous Activities
How can Tactic help your business to grow?
Tactic is a paid ERP & CRM software that is designed to ease the manual effort of the business organizations. Tactic is integrated with the help of some modules, which are also the features of the ERP & CRM product. These modules have been constructed keeping consideration of all the business related needs that may be faced by the business operators. Tactic can manage almost every element that is usually associated with a company, such as HRM, accounts, finances, projects, customers, vendors and many more. Hence, it is quite obvious that Tactic can eliminate most of the manual effort as well as can enhance the workflow of an organization by leaving no room for errors. Additionally, Tactic provides a much safer and secure interface to manage data within. Therefore, it is needless to say that Tactic improves business elements, which eventually leads towards a potential and positive growth of business. So, yes, using Tactic will certainly help you in growing your business effectively.
What are the mandatory configurations or steps need to be done after first login at Tactic?
Tactic is sold as a complete admin package. There are some of the mandatory steps that need to be performed by the users before starting to work with Tactic. After logging into Tactic the very first thing that the users need to do is setting up the software as per their needs and requirements. Tactic is integrated with some modules, so, for setting up the software the users need to set up the modules first. For setting up the modules, the admin users need to visit Home -> Set up -> Modules/Applications. Upon clicking on the Modules/Applications sections, the users will be able to see the module boxes, the activating button can be turned on to activate a module and can be turned off to deactivate the same.
How to make permissions work in Tactic?
There are a total of 75 modules presented in Tactic. The admin users need to activate the modules based on their requirements. The User and group module will be activated by default as it cannot be deactivated. After activating the modules the users need to modify their admin username and passwords as per their preferences (the procedure of resetting admin password has been discussed in another question). After completing the procedure the admin users need to create other users while giving them required permissions. The importance in permission lies in the fact that the users can only access to the module that they are provided the permission of. The other modules will remain inaccessible to them. For example, the HR manager of the company has nothing to do with the accounts. Hence, the admins can avoid permitting them to the accosting module. Therefore, the HR manager will not be able to access to the accounting module. This is how the permission feature of Tactic works for the benefit of the users and the company.
How to collect log-in credentials for Tactic?
Tactic is a paid software that requires authentic credentials for starting to work with it. Hence, it is only natural for the software to ask for log-in credentials right after being installed or purchased. The initial log-in credentials will be provided to the valid registered email address of the customer. These log-in credentials can be changed later as per your preferences. If the users are unable to find the log-in credentials, then they need to check their registered emails’ inboxes. If the users cannot find the Welcome Guide Mail from Tactic, then they should check their spam boxes in order to find the mail that contains initial log-in credentials. The users should mark it as safe and add support@alsoft.org as a contact for future emails to deliver directly in users’ inbox or contact us.
How to reset admin password?
For changing or resetting the admin password the users need to go to the users section and choose the admin profile. After viewing the admin profile the users need to click on the option of modify and type the new password on the blank area of password. The steps to reach to admin profile are, Home-> User and groups (from the vertical menu bar) -> click on the admin profile from the users list. For changing the admin password go to Modify -> type new password on the blank password area -> Save. Upon saving the modifications the users will be able to rest the admin password easily. For more details you can visit User Module.
Is there a NextCloud integration within Tactic?
For this moment Tactic does not provide a NextCloud integration. However, there is a method, which can help the users in integrating NextCloud with Tactic. This method encourages enabling the DAV module within Tactic. Upon enabling the DAV module the users need to add the same in NextCloud as an external storage. This will allow the users in transferring files from Tactic to NextCloud seamlessly.
Is there an addition of balance sheet and income statement in Tactic?
Tactic does not provide a balance sheet and income statement feature embedded within it. Tactic developers can develop a module for generating balance sheet and income statement if the majority of the customers require the same.
How to change default time zone in Tactic?
For changing the default time zone the users do not even need to go outside of Tactic. Changing in default time zone and adding preferable time zone can be easily accomplished by the users. The very first step of completing this process is visiting Home-> Setup -> Other Setup. The users will be able to find a list of configuration options upon clicking on the other setup. At the Other Setup page users can see a table having fields called, Name, Value, Comment and Modify date. The users need to add MAIN_SERVER_TZ in the place of name and the name of the nation or time zone in the area of value. The area of comment need to be fulfilled inputting Corrected Timezone Parameter. For available list of Time Zones users may visit Tactic time Zones. Lastly the users need to click the add button. The corrected time zone will work in Tactic after completing this step.
Is there an inventory available for the warehouses in Tactic?
Tactic has certainly been designed to reduce manual efforts of the users with the help of digitisation. We understand that inventory is an integrated part of warehouse management. However, for current version Tactic is unable to provide an inventory settings as it takes a good amount of time and Tactic developers could not wait to reduce the manual efforts of the organisations and business operators during this era of pandemic. Hence, we are looking into it and our developers are working quite hard to provide the customers with an inventory management system in Tactic later versions.
Can the PDF templates be modified?
Tactic already has some default PDF templates, with which the invoices, the expense reports and other important documents are generated. However, the already added PDF templates may not be ideal and standard for the users always. Hence, for giving the full authority of using Tactic as easily as the users like, the Tactic developers have provided the facility of modifying PDF templates. For modifying PDF templates the users need to go to any module that has the feature of PDF generation (e.g. Invoice module). The user need to follow some steps, which are: Home -> Set-up -> Modules/Applications -> Invoice module -> Click on the cog sign that appears at the right side of the Module box -> from the set-up page of Invoice, the users need to go the section of Invoice documents models -> Turn on the option of ODT/ODS templates -> Upload the modified template from the upload section. The users will be able to use their modified PDF templates after uploading the new template. While generating PDF they only need to change the default PDF template by clicking on the dropdown menu and choosing their modified template.
Does Tactic allow customer portal plugin?
For now, Tactic does not provide a customer portal plugin. However, the tactic developers will look forward to design a plugin if the customer requirements are high.
Can extra fields be computed in Tactic?
Extra fields can certainly be computed in Tactic. However, for proceeding with the procedure the users requires to possess a good command over programming, otherwise computing extra fields are almost impossible. As it is a developing based job, the users need to contact the experts through Tactic forum to get the job done. Hence, if the users need to compute extra fields they can contact the Tactic team by dropping a mail at support@alsoft.org from the registered email ID. However, the users need to remember that it is a paid service, for which the users need to pay extra.
As it is known that Tactic is used by customers belonging from different nations and having different language or different accent of same language, there can be some of the elements within Tactic, which are referred differently. Such as commercial proposals are called quota in India. Hence, keeping the consideration of the users who might look forward to change the name of the menus, Tactic has provided an easy interface to change the names of the menu. For modifying the name of the menu the users need to go to Home -> Setup -> Menu, then change the menu handler to auguria_menu and choose the option of Menu editor. The user then need to put the new name of the menu in the criteria of Title. The users will be able to change the name by saving the new title easily.
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 public note the user need to open that invoice/contract/proposal and then click on modify to add public note from Note tab. Upon adding the note the users will be able to see the public note visible in their invoice/contract/proposal.
Is there a multi-company module available in Tactic?
Tactic is initially designed to be managed only one company and there is no feature in the basic version of Tactic to manage more than one companies. However, it is not at all an impossible addition. Multi-company module can be added as a customisation request. For adding the Multi-company module the users 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 hour and let the users know about the preparation of adding Multi-company module to their Tactic account.
How to add line number on product, shipment, contact, orders, third parties etc. in Tactic?
The contacts, orders, third parties, shipments etc. in Tactic is integrated with several lines. Without adding those lines it is impossible to validate the shipments, contacts and other important objects. However, the default settings of Tactic does not show line numbers in those areas. Hence, the users need to go through a small process for adding line product, shipment, contact, orders, third parties etc. in Tactic. For achieving this the users need to go to Home -> Setup -> Other setup -> add MAIN_VIEW_LINE_NUMBER at the place of name -> add 1 at the place of value -> Save. After saving the users will be able to see line numbers in product, shipment, contact, orders, third parties etc.
How can I change the date format?
The default date format of Tactic depends on the language set-up itself. Tactic will show the date format according to the selected language. For example, if the default language is set as English US then the date format will be as the MM/DD/YY. The default date format of Tactic can be changed by going to Home -> Setup -> Display and changing the language to the native language. For an example if the users change the default language to English India, then the default dating format will be DD/MM/YY. However, if the users are still not able to change in date format then they can easily take assistance from the Tactic team. For achieving assistance the users need to drop a mail at support@alsoft.org. It should be remembered by the users that they need to drop mail from their registered email ID.
What should I do if I cannot log into Tactic from my IP address?
There is almost zero chances of such an error to occur with Tactic. Our customers are our first priority and no error can happen with their IP addresses. However, if the users still face difficulties in logging into their Tactic account through a specific IP address then the users should contact Tactic support team. The users can drop their mails at support@alsoft.org by their registered email ID. The Tactic team will contact the users within 48 hours.
What does “Expired security token” mean and how to solve it?
For understanding expired security token, it is important to understand the meaning of security token at first as well as its importance in ERP & CRM software. Tactic uses a CSRF token, Cross Site Request Forgery, for safe guarding users’ data. Cross Site Request Forgery is one kind of malicious activity that are performed by implementing unauthorized commands on behalf of an authorized user. Hence, for preventing such malicious activities and for saving the data of the users Tactic uses a CSRF token, here the token stands for an active user session that is managed by Tactic. This token makes sure that the activities are performed by the users themselves and not by any unauthorized user. Hence, expired security token stands for expired user session. Tactic sends this messages when the user session is expired and some kind of activities are still being performed within Tactic. Solving this issue is not something complicated. When the users face these type of issues they can try to clear their browser cache to resolve this issue. It is most likely to be solved after cache clearance. However, if the users still face the same issues then they can contact the Tactic support by dropping a mail at: support@alsoft.org.
How can I change the logo from the log-in page?
Tactic is designed for increasing the efficiency and workflow of the organisations. And increase in workflow and efficiency certainly deserves a good appearance, to attract the third parties, such as customers, vendors, stakeholders and more. When the third-parties log-into Tactic as an external user, they need to be welcomed by the company, which is virtually possible by showing the company logo along with a welcome messages. All of these can be added in Tactic manually by following a few steps. The users need to go to company or organisation settings from set-up and add the company logo at the field of Company logo. The users will be able to see their company logo as a favicon at the log-in page. The users can also add specific messages in the area of Message of the Day area.
How to connect a VPN to Tactic?
Connecting a VPN to Tactic is quite easy, the users do not have to perform any extra configuration. For connecting the VPN the users only need to install the VPN software and then run it. After connecting the PC to the VPN the users need to type Tactic URL in the browser. Then log-in into Tactic with appropriate credentials. If Tactic opens normally then the VPN is successfully connected to the software. If it does not then the users need to check their bowser settings and modify those if necessary.
How to change maximum size of uploading files in Tactic?
The users have been provided with the facility of uploading their important business related files within Tactic for enhancing their experience of using Tactic as a compact ERP & CRM service. There is a limit of maximum size for uploading file, which have been set by Tactic. However, we understand that the users may need to increase the size limit since important files can be bigger than the maximum size. Hence, Tactic allows the users to change the limit for maximum size of uploading files as per their preferences. For changing the maximum size of uploading files the users need to go to Home -> Setup -> Security -> Files (upload). The users then will be able to see the parameters of the maximum size of uploading files. A maximum of 40960 Kb is allowed by default, the users can change the value to any size keeping consideration of the (web server upload limit) limit. After clicking the option of modify the users can easily use the new maximum size of file.
