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 or Rejecting Work Orders
    • 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
    • SKEP
    • 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 Bin
    • 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
  • Bonded Zone
  • Shipping

Shipping

  • Shipping Overview
  • Creating Shipping Documents
  • Shipping Consumable Parts
  • Export Control Validation
  • Creating or Editing New Transaction Line Items (TALI)
    • Importing a TALI record
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Unit 6, Level 13, Gate District, Gate Building

Dubai International Financial Centre

Dubai, United Arab Emirates

+1-781-788-0228

tigacrm.sw@formulatrix.com
publications@formulatrix.com

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