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