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
Downloading a Report
Release Notes
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Time Tracking
Quotes
Quotes Overview
Quote Wizard
Quote Catalog Administration
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
Sales and Marketing New
Sales and Marketing Overview
Quotes
Quotes Overview
Quote Wizard
Product Library Administration
Quote Catalog Administrator
Adding the ROCK IMAGER as the Main Product
Managing the Product Catalog for the eStore
Quoting Products
Creating Quotes in TIGA
Approving Quotes
eStore
The eStore Overview
TIGA to FORMULATRIX eStore Integration Overview
Sales Process
Sales Orders Overview
Sales Orders and Line Items
Creating a Sales Order
Creating a Sales Order Line Item
Account Management
Adding and Duplicating Contacts
Merging Contacts
Synchronizing Contacts to HubSpot
Adding an Institute
Customer Interaction
Logging a Customer Interaction
Automatic Logging of Customer Interactions
Sending a Customer Survey
Reporting and Analysis
Creating Demo Reports
Exporting Your Sales Pipeline
Exporting Next Step Reports
Patents
Item Requests
Item Requests Overview
Requesting/Returning Items
Processing Requested Items
Receiving Items
Support Tasks
Support Tasks Overview
Creating Cases and Adding Entries
Creating New Issues from Cases
Creating Account Visits
Account Visit Travel Entries
Scoring Installed Products
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 Transaction
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
Scrap 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
Ready to Manufacture (RTM)
TIGA Administration
TIGA Users’ Permissions
Setting up Record Permissions
Configuring New Employees in TIGA
Creating Custom Reports in TIGA
Encryption
Troubleshooting
TIGA
Sales and Marketing New
Sales and Marketing New
Sales and Marketing Overview
Quotes
Quotes Overview
Internal vs External Quotes
Quoting Process
Quote Wizard
1. The Line Items Section
2. The Shipping & Discount Section
3. The Terms Section
4. The Checklist Section
5. The Review Section
Product Library Administration
Quote Catalog Administrator
Adding the ROCK IMAGER as the Main Product
Managing the Product Catalog for the eStore
Tutorials
Quoting Products
Creating Quotes in TIGA
Approving Quotes
Approving or Rejecting Quotes via Quote Notification Emails
Approving or Rejecting Quotes via the Quotes Table
eStore
The eStore Overview
Product Catalog
Account Registration
Cart and Checkout
Location
Fees and Shipping
Payment Methods
Order Status
TIGA to FORMULATRIX eStore Integration Overview
Accounts and Contacts Synchronization
Product Catalog Synchronization
Sales Order Synchronization
Updating Status and Tracking Number
Sales Process
Sales Orders Overview
Automatic Sales Orders vs Manual Sales Orders
Automatic and Manual Sales Orders Process
Sales Orders and Line Items
Creating a Sales Order
Create Sales Orders Manually
Create Sales Orders Automatically
Creating a Sales Order Line Item
Account Management
Adding and Duplicating Contacts
Adding a Contact
Duplicating Contacts
Merging Contacts
Synchronizing Contacts to HubSpot
Contact List Synchronization
Adding an Institute
Customer Interaction
Logging a Customer Interaction
Automatic Logging of Customer Interactions
Inbound, Outbound, and Quote Interactions
Web Request Interaction
Sending a Customer Survey
Survey Completion
Following Up on Unfinished Surveys
Reporting and Analysis
Creating Demo Reports
Exporting Your Sales Pipeline
Exporting Next Step Reports
Related Topics:
Patents