Curso de pedidos - Mayo 2024

Introduction

This tutorial provides a comprehensive guide for using TACTICA, a CRM software with integrated administrative and accounting management features. Designed for both on-premise and cloud use, TACTICA facilitates seamless communication through WhatsApp and MercadoLibre. This guide will walk you through the essential steps to effectively manage orders using TACTICA.

Step 1: Setting Up Your TACTICA Account

• Visit the TACTICA website at tacticasoft.com.
• Choose between the cloud version or the on-premise installation.
• Follow the prompts to create an account:
  • Enter your business details.
  • Select your payment plan.
  • Verify your email address to activate your account.

Step 2: Navigating the Dashboard

• After logging in, familiarize yourself with the dashboard:
  • Overview of your sales, orders, and customer interactions.
  • Access to settings and user management features.
• Customize your dashboard layout for easy navigation:
  • Drag and drop widgets to prioritize important information.

Step 3: Managing Customer Information

• Input customer data:
  • Go to the “Customers” section.
  • Click on “Add New Customer.”
  • Fill in details such as name, contact information, and address.
• Maintain updated records:
  • Regularly review and edit customer information as needed.

Step 4: Creating and Managing Orders

• To create a new order:
  • Navigate to the “Orders” section.
  • Click on “Create New Order.”
  • Select the customer from your list.
  • Add products by searching or browsing your inventory.
• Confirm order details:
  • Check quantities, prices, and total cost.
  • Include any discounts or special instructions.
• Save or submit the order for processing.

Step 5: Integrating with WhatsApp and MercadoLibre

• Link your WhatsApp account:
  • Go to settings and select “Integrations.”
  • Follow the instructions to connect your WhatsApp account.
• Set up MercadoLibre integration:
  • Navigate to the “Marketplace” section.
  • Connect your MercadoLibre account to synchronize orders.
• Ensure notifications are enabled for instant updates on orders and customer messages.

Step 6: Tracking Orders and Inventory

• Monitor order status:
  • Use the “Orders” section to check processing, shipped, and delivered orders.
• Manage inventory levels:
  • Access the “Inventory” section to update stock levels.
  • Set alerts for low inventory to avoid stockouts.

Conclusion

By following these steps, you can effectively manage orders using TACTICA's CRM software. Key takeaways include setting up your account, navigating the dashboard, managing customer information, and integrating with communication tools like WhatsApp and MercadoLibre. For ongoing success, regularly review your processes and utilize TACTICA's features to streamline your operations. Next steps involve exploring advanced features and customization options to further enhance your workflow.