TIGA
Table of Contents:
TIGA Overview
Welcome to TIGA
Important Concepts and Terms
Table Menus
Using Advanced Search Language
Customizing TIGA
Customization Overview
Customizing Shortcut Buttons
Changing Table Layout
Changing the Home Menu and Default Application
Creating Custom Styles for Record Fields
Specifying Workflow for Clients
Updating Your Data
Creating Records
Editing Records
Archiving Records
Merging Records
Exporting Records
Importing Records
Changing the Status of a Record
Bulk Update
Adding an Attachment
Release Notes
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Time Tracking
Quotes
Quotes Overview
Quote Wizard
Product Catalog Entries Overview
Creating Quotes in TIGA
Approving Quotes
Configuring Quote Line Items
Adding the ROCK IMAGER as the Main Product
Video: Removing Software Price from a Product
Video: Adding a Custom Product to a Quote
eStore
The eStore Overview
TIGA to FORMULATRIX eStore Integration Overview
Managing the Product Catalog for the eStore
Verifying Customers’ eStore Accounts
Sales and Marketing Tasks
Sales Orders Overview
Sales Orders and Line Items
Creating a Sales Order
Creating a Sales Order Line Item
Adding and Duplicating Contacts
Merging Contacts
Synchronizing Contacts to HubSpot
Adding an Institute
Creating Demo Reports
Exporting Your Sales Pipeline
Exporting Next Step Reports
Logging a Customer Interaction
Automatic Logging of Customer Interactions
Sending a Customer Survey
Patents
Item Requests
Item Requests Overview
Requesting/Returning Items
Processing Requested Items
Receiving Items
Support Tasks
Support Tasks Overview
Creating Customer Cases
Creating New Issues from Cases
Creating Account Visits
Account Visit Travel Entries
Scoring Installed Products
Creating Case Entries
Generating Customer Service Reports
Generating Customer Activity Reports
Generating FSE Utilization Report
Logging Part Replacements
Bonded Zone
Bonded Zone Overview
Work Orders
Work Orders Overview
Creating Work Orders
Creating Work Order Line Items
Approving and Changing Work Orders State
Borrowed Parts
Purchase Orders
Purchase Orders Overview
Creating Purchase Orders
Creating Purchase Order Line Items
Canceling Purchase Order Line Items
Editing or Approving Purchase Orders
Creating a Purchase Order via Auto Multi PO
Creating a Purchase Order via Auto Multi WO
Shipping
Shipping Overview
Creating Shipping Documents
Shipping Consumable Parts
Export Control Validation
Creating or Editing New Transaction Line Items (TALI)
Transactions
Shipment Request Out
Shipment Request In
FIFO Track
Bonded Zone Reports
Warehouse Management
Warehouse Management Overview
Receiving and Managing Goods Storage
Confirming Items Using Scan Barcode
Manual Receiving
Transferring In
Moving Parts to Different Storage
Transferring Items to a Different Warehouse
Issued Out
Issued In
Stock Opname
Inventory Adjustments
Items
Adding Purchased Parts to the Support Warehouse
Setting Minimum Stock Quantities
Production
IME System
Mold Design
Mold Maker
Mold Trial
TIGA Administration
TIGA Users’ Permissions
Setting up Record Permissions
Creating Custom Reports in TIGA
Encryption
Troubleshooting
TIGA
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TIGA Administration
TIGA Administration
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In this section, you will learn about the following tasks:
TIGA Users’ Permissions
Setting up Record Permissions
Creating Custom Reports in TIGA