Sales Help Center
Collections, approvals, schemes, beat plans.
26 categories · 107 articles
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Getting Started
Sign in, explore the dashboard, find your way around the sidebar, and manage your account.
5 articlesMessages
See approval requests, announcements, and mail in one inbox, and follow each request to its outcome.
1 articleApprovals
Verify and approve credit, payment, and inventory defect requests, and see why each one was raised.
1 articleContacts
Add and manage your customers, vendors, and employees, and star the contacts you use most.
4 articlesChat
Message your colleagues one-to-one from inside Tazk Sales.
1 articleCalendar
See payables, receivables, reminders, loan dues, and scheduled reports on a monthly calendar.
5 articlesSales
Quotations, sales orders, invoices, delivery, receivables, receipts, credit notes, price lists, and OEM activations.
11 articlesPurchases
Purchase orders, vendor bills, payables, payments, debit notes, and vendor price lists.
6 articlesPayments
Payments analytics, pay in / pay out and contra entries, and expense bills with their payments.
3 articlesInventory
See your stock by product, lot, model, category, brand, vendor, and delivery challan.
7 articlesCash & Bank
Cash and bank balances, company loans, cheques, and bank reconciliation.
4 articlesAccounts
Ledgers, journal entries, the chart of accounts, and GST returns.
4 articlesDefects
Collect defective goods from customers, replace them, send them to vendors, and collect the vendor replacements.
4 articlesSchemes
Vendor schemes with targets and awards, the scheme dashboard, and scheme receivables.
3 articlesSales Man
The salesman dashboard, customer mapping, shop visits, fuel allowance, travel history, and incentives.
11 articlesSales Target
Company, salesman, and vendor targets, achievement tracking, incentive plans, and payouts.
8 articlesAnnouncement
Send announcements to chosen departments, locations, and employees — now or at a set time.
1 articleDocument Templates
The print layouts for invoices, receipts, challans, and other documents — and making your own.
1 articleReports
Transaction, MIS, accounts, tax, inventory, and log reports — what each one shows.
1 articleConfiguration
Approval routing, general rules, preferences, online store, SMS, mail, WhatsApp, fuel allowance, and beat settings.
11 articlesHealth Audit
A check-up of your accounting, inventory, and GST data, with a score and the issues to fix.
1 articleSettings
Company details, departments, locations, lists of values, users, roles, taxes, and other company-wide settings.
14 articlesUser Guide
Detailed guides for every feature.
0 articlesFAQs
Frequently asked questions.
0 articlesTroubleshooting
Solutions to common issues.
0 articlesRelease Notes
Latest updates and changes.
0 articles