TIGA Online Help

Table of Contents:

• TIGA Overview
  • Welcome to TIGA
  • Important Concepts and Terms
  • Table Menus
  • Comments
  • 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
• Sales and Marketing
  • Quotes
    • Quotes Overview
    • Quote Wizard
    • Creating Quotes in TIGA
    • Configuring Quote Line Items
    • Approving or Rejecting Quotes
  • Quotes Administration
    • Quote Catalog Administrator
    • Setting Up Business Units and Zones for Quotes
    • Preparing Products for Quotes
    • Managing the Product Catalog for the eStore
  • eStore
    • The eStore Overview
    • TIGA to FORMULATRIX eStore Integration Overview
  • Sales Orders
    • 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 and Logging 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
  • Subcontract
    • Subcontract Overview
    • SKEP Generation
    • Subcontract Transactions
  • 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 Users
  • Managing Groups and Access Rights
  • Creating Custom Reports in TIGA
• License
  • License Overview
  • Generating a Software License
• Encryption
• Troubleshooting