Tactic Wiki - User contributions [en]

Tactic-report-generation

2022-11-26T06:05:43Z

Admin: /* Does Tactic have the report generation feature? */

= Introduction =
The primary aim of the ERP & CRM systems is to replace manual effort with automation and with the help of digitization. Hence, the ERP & CRM systems are designed in a manner that can easily perform several complex business-related activities while promising no error. Among these important business activities, report generation is considered to be one of the most significant ones. The course of report generation is associated with generating sales reports, reports regarding orders, purchase reports, reports regarding the employees and many more. Hence, it is important to implement a reporting feature within the ERP & CRM systems. Tactic being a prominent ERP & CRM system has a reporting system as well. This tutorial is crafted to guide the users towards an error-free report generation while understanding the step-by-step process well. Therefore, read the tutorial till the end and generate your reports all by yourself.
= Does Tactic have the report generation feature? =
Tactic is one of the very few all in one ERP & CRM systems in the world, so the answer to the above question is yes, absolutely yes. Tactic allows the users to add limitless third parties, products, users and many more. Then surely Tactic allows the users to generate reports as well. The report generation feature in Tactic is certainly very accessible for the users, however, the users are allowed to generate reports only from certain modules, which are mentioned below:
* [[Customer invoice]]
* [[Vendor invoice]]
* [[Accounting module]]
* [[Tax module]]
* [[Expense report module]]
* [[Commercial proposal module]]
* [[Vendor proposal module]]
* [[Event & Agenda module]]

Substitution Variables

2022-11-21T07:37:03Z

Admin: /* Introduction */

= Introduction =
Just as the word substitution suggests, substitution variables are the keywords that are used temporarily only to be replaced at the time of script execution on the fly. For making it easy to understand, these keywords are used in various automated tasks, which is to cut down your effort on manually incorporating data each time you need to send an email or create an invoice and so on. These act as the texts, which would be personalized automatically whenever a document is generated. To state in a simpler manner, substitution variables are the keywords that change dynamically with information from database, based on the task you have commanded Tactic to complete. However, please note that these variables are only a subject to be replaced if there is corresponding data in the object.

There are two types of substitution variables that you can put into work in Tactic.

'''1. Available substitution variables'''

'''2. Custom substitution variables'''

Both of the variable types are explained below,

= Available substitution variables =
You can find a set of available substitution variables in Tactic and the list of available variables are provided below.
== Tactic User ==
{| class="wikitable" style="margin:auto"
|+ Tactic user
|-
! Variable !! Displayed value !! Note
|-
| __USER_SIGNATURE__ || My official signature || Signature of the user
|-
| __USER_ID__ || 1 || ID of the user
|-
| __USER_LOGIN__ || tactic01 || Login of the user
|-
| __USER_LASTNAME__ || Admin || Last name of the user
|-
| __USER_FIRSTNAME__ || Super || First name of the user
|-
| __USER_FULLNAME__ || Super Admin || Full name of the user
|-
| __USER_SUPERVISOR_ID__ || 1 || Supervisor ID of the user
|-
| __USER_REMOTE_IP__ || 127.0.0.1 || Remote IP of the user
|}

== My company ==
{| class="wikitable" style="margin:auto"
|+ My Company
|-
! Variable !! Displayed value !! Note
|-
| __MYCOMPANY_NAME__ || My little company || Name of the company
|-
| __MYCOMPANY_EMAIL__ || support@mycompany.com || Company’s email
|-
| __MYCOMPANY_PROFID1__ || 12345678 || Company’s profile ID 1
|-
| __MYCOMPANY_PROFID2__ || 12345678 || Company’s profile ID 2
|-
| __MYCOMPANY_PROFID3__ || 12345678 || Company’s profile ID 3
|-
| __MYCOMPANY_PROFID4__ || 12345678 || Company’s profile ID 4
|-
| __MYCOMPANY_PROFID5__ || 12345678 || Company’s profile ID 5
|-
| __MYCOMPANY_PROFID6__ || 12345678 || Company’s profile ID 6
|-
| __MYCOMPANY_CAPITAL__ || 10000 || Capital of the company
|-
| __MYCOMPANY_FULLADDRESS__ || 1582 Hardesty Street, Albany, New York, 12207 || Full address of the company
|-
| __MYCOMPANY_ADDRESS__ || 1582 Hardesty Street || Exact location of the company
|-
| __MYCOMPANY_ZIP__ || 12207 || Zip code of company’s location
|-
| __MYCOMPANY_TOWN__ || Albany || Town of the company
|-
| __MYCOMPANY_COUNTRY__ || USA || Country of the company
|-
| __MYCOMPANY_COUNTRY_ID__ || 1 || Country ID of the company
|-
| __MYCOMPANY_COUNTRY_CODE__ || US || Country Code of the company
|-
| __MYCOMPANY_CURRENCY_CODE__ || USD || Main currency that the company uses
|}

== Object ==
=== Generic ===
{| class="wikitable" style="margin:auto"
|+ Generic objects
|-
! Variable !! Displayed Value !! Note
|-
| __ID__ || 1 || ID of the object
|-
| __REF__ || 1234 || Reference of the object
|-
| __REF_CLIENT__ || 1234 || Customer reference of the object
|-
| __REF_SUPPLIER__ || 1234 || Supplier reference of the object
|-
| __NOTE_PUBLIC__ || My Public note || Public Note associated with the object
|-
| __NOTE_PRIVATE__ || My Private note || Private Note associated with the object
|-
| __DATE_DELIVERY__ || 01/01/2023 || Delivery date
|}
=== Objects with Amount ===
{| class="wikitable" style="margin:auto"
|+ Objects with Amount
|-
! Variable !! Displayed Value !! Note
|-
| __DATE_YMD__ || 1/1/2023 || The current date
|-
| __DATE_DUE_YMD__ || 1/1/2023 || Due date
|-
| __AMOUNT__ || 1243.56 || Amount
|-
| __AMOUNT_TEXT__ || One thousand five hundred ... || Amount in words
|-
| __AMOUNT_TEXTCURRENCY__ || One thousand five hundred ... || Amount in words with currency
|-
| __AMOUNT_EXCL_TAX__ || 1234.56 || Amount without taxes
|-
| __AMOUNT_VAT__ || 123.4 || VAT amount
|-
| __AMOUNT_VAT_TEXT__ || One thousand five hundred ... || VAT Amount in words
|-
| __AMOUNT_VAT_TEXTCURRENCY__ || One thousand five hundred ... || VAT Amount in words with currency
|-
| __AMOUNT_TAX2__ || 123.4 || TAX2 amount
|-
| __AMOUNT_TAX3__ || 123.4 || TAX3 amount
|-
| __AMOUNT_FORMATED__ || $1243.34 || Formatted amount
|-
| __AMOUNT_EXCL_TAX_FORMATED__ || $1234.45 || Formatted amount without taxes
|-
| __AMOUNT_VAT_FORMATED__ || $123.4 || Formatted VAT amount
|-
| __AMOUNT_TAX2_FORMATED__ || $123.4 || Formatted TAX2 amount
|-
| __AMOUNT_TAX3_FORMATED__ || $123.4 || Formatted TAX3 amount
|-
| __AMOUNT_MULTICURRENCY__ || €1234.45 || Amount in Multicurrency
|-
| __AMOUNT_MULTICURRENCY_TEXT__ || One thousand five hundred ... || Amount in Multicurrency in words
|-
| __AMOUNT_MULTICURRENCY_TEXTCURRENCY__ || One thousand five hundred ... || Amount in Multicurrency in words with currency
|}
== Member ==
{| class="wikitable" style="margin:auto"
|+ Member
|-
! Variable !! Displayed Value !! Note
|-
| __MEMBER_ID__ || 123 || The ID of the member
|-
| __MEMBER_CIVILITY__ || ||
|-
| __MEMBER_FIRSTNAME__ || John (example) || The first name of the member
|-
| __MEMBER_LASTNAME__ || Brick (example) || The last name of the member
|-
| __MEMBER_FULLNAME__ || John Brick (example) || The full name of the member
|-
| __MEMBER_COMPANY__ || Brick Enterprise (example) || The company name of the member
|-
| __MEMBER_ADDRESS__ || 3876 Musgrave Street, Georgia, 30071 || The address of the member
|-
| __MEMBER_ZIP__ || 30071 || The zip code of the member’s address
|-
| __MEMBER_TOWN__ || Georgia || The town in which the member resides
|-
| __MEMBER_COUNTRY__ || USA || The country in which the member resides
|-
| __MEMBER_EMAIL__ || jb@example.com || The email ID of the member
|-
| __MEMBER_BIRTH__ || 1/1/1990 || The birth date of the member
|-
| __MEMBER_PHOTO__ || Photo || Photo of the member
|-
| __MEMBER_LOGIN__ || login || The login ID of the member
|-
| __MEMBER_PASSWORD__ || XXXXX || Password of the member
|-
| __MEMBER_PHONE__ || 1234567891 || The phone number of the member
|-
| __MEMBER_PHONEPRO__ || 1234567891 || The professional phone number of the member
|-
| __MEMBER_PHONEMOBILE__ || 1234567891 || The mobile number of the member
|-
| __MEMBER_TYPE__ || Type || Member type assigned to the member
|-
| __MEMBER_FIRST_SUBSCRIPTION_DATE__ || 1/1/2023 || Member’s first subscription date
|-
| __MEMBER_FIRST_SUBSCRIPTION_DATE_START__ || 1/1/2023 || Start date of member’s first subscription
|-
| __MEMBER_FIRST_SUBSCRIPTION_DATE_END__ || 1/1/2025 || The end date of member’s first subscription
|-
| __MEMBER_LAST_SUBSCRIPTION_DATE__ || 1/1/2023 || Last subscription date of the member
|-
| __MEMBER_LAST_SUBSCRIPTION_DATE_START__ || 1/1/2023 || Start date of member’s last subscription
|-
| __MEMBER_LAST_SUBSCRIPTION_DATE_END__ || 1/1/2025 || End date of member’s last subscription
|}
== Third party ==
{| class="wikitable" style="margin:auto"
|+ Third party
|-
! Variable !! Displayed Value !! Note
|-
| __THIRDPARTY_ID__ ||1 || ID of the third party
|-
| __THIRDPARTY_NAME__ || MG company || Name of the third party
|-
| __THIRDPARTY_NAME_ALIAS__ || Lee King (example)|| Name of Alias of the third party
|-
| __THIRDPARTY_CODE_CLIENT__ || 12345 || Client code of the third party
|-
| __THIRDPARTY_CODE_FOURNISSEUR__ || 678910 || Supplier code of the third party
|-
| __THIRDPARTY_EMAIL__ || contact@thirdparty.com || Email of the third party
|-
| __THIRDPARTY_PHONE__ || XXXXXXXXX || Phone number of the third party
|-
| __THIRDPARTY_FAX__|| XXXXXXXXXX || Fax number of the third party
|-
| __THIRDPARTY_ADDRESS__|| 2429 Rockford Mountain Lane, Wisconsin, 53151 || Address of the third party
|-
| __THIRDPARTY_ZIP__ || 53151 || Zip code of the third party
|-
| __THIRDPARTY_TOWN__|| Wisconsin || Town of the third party
|-
| __THIRDPARTY_COUNTRY_ID__|| US || Country ID of the third party
|-
| __THIRDPARTY_COUNTRY_CODE__|| 1 || Country code of the third party
|-
| __THIRDPARTY_IDPROF1__|| ID proof 1 || Third party proof ID 1
|-
| __THIRDPARTY_IDPROF2__ || ID proof 2 || Third party proof ID 2
|-
| __THIRDPARTY_IDPROF3__ || ID proof 3 || Third party proof ID 3
|-
| __THIRDPARTY_IDPROF4__ || ID proof 4 || Third party proof ID 4
|-
| __THIRDPARTY_IDPROF5__ || ID proof 5 || Third party proof ID 5
|-
| __THIRDPARTY_IDPROF6__ || ID proof 6 || Third party proof ID 6
|-
| __THIRDPARTY_TVAINTRA__ || ||
|-
| __THIRDPARTY_NOTE_PUBLIC__ || Important third party (example) || Public notes regarding the concerned third party
|-
| __THIRDPARTY_NOTE_PRIVATE__ || Very important third party (example) || Private note regarding the concerned third party
|}
== Candidate ==
{| class="wikitable" style="margin:auto"
|+ Candidate
|-
! Variable !! Displayed Value !! Note
|-
| __CANDIDATE_FULLNAME__ || Amy White (example) || Full name of the candidate
|-
| __CANDIDATE_FIRSTNAME__ || Amy (example) || First name of the candidate
|-
| __CANDIDATE_LASTNAME__ || White (example) || Last name of the candidate
|}
== Project ==
{| class="wikitable" style="margin:auto"
|+ Project
|-
! Variable !! Displayed Value !! Note
|-
| __PROJECT_ID__ ||1 || ID of the project
|-
| __PROJECT_REF__ || 1 || Reference number of the project
|-
| __PROJECT_NAME__ || Project A || Name of the project
|}

== Shipment ==
{| class="wikitable" style="margin:auto"
|+ Candidate
|-
! Variable !! Displayed Value !! Note
|-
| __SHIPPINGTRACKNUM__ || XXXXX || Shipping tacking number
|-
| __SHIPPINGTRACKNUMURL__|| http://trackingcompagny.com/XXXXX || Shipping tracking URL
|}
== Reception ==
{| class="wikitable" style="margin:auto"
|+ Reception
|-
! Variable !! Displayed Value !! Note
|-
| __RECEPTIONTRACKNUM__ || XXXXX || Reception tacking number
|-
| __RECEPTIONTRACKNUMURL__ || http://trackingcompagny.com/XXXXX || Reception tracking URL
|}
== Contract ==
{| class="wikitable" style="margin:auto"
|+ Contact
|-
! Variable !! Displayed Value !! Note
|-
| __CONTRACT_HIGHEST_PLANNED_START_DATE__ || 1/1/2023 || Highest date planned for the start of a service
|-
| __CONTRACT_HIGHEST_PLANNED_START_DATETIME__ || 1/1/2023 1PM || Highest date and hour planned the start of a service
|-
| __CONTRACT_LOWEST_EXPIRATION_DATE__ || 1/1/2024 || Lowest date planned for the expiration of a service
|-
| __CONTRACT_LOWEST_EXPIRATION_DATETIME__ || 1/1/2024 1PM || Lowest date and hour planned for the expiration of a service
|}
== Extrafield ==
=== Generic Rule ===
{| class="wikitable" style="margin:auto"
|+ Generic rule
|-
! Variable !! Displayed Value !! Note
|-
| __EXTRAFIELD_XXX__ || || Extrafield object, in which XXX need to be replace by the Extrafield Attribute code
|}
=== Date Extrafield ===
{| class="wikitable" style="margin:auto"
|+ Date Extrafield
|-
! Variable !! Displayed Value !! Note
|-
| __EXTRAFIELD_XXX__ || || Extrafield object, in which XXX need to be replace by the Extrafield Attribute code
|-
| __EXTRAFIELD_XXX_LOCALE__ || || Extrafield object, in which XXX need to be replace by the Extrafield Attribute code in locale
|-
| __EXTRAFIELD_XXX_RFC__ || || Extrafield object, in which XXX need to be replace by the Extrafield Attribute code in RFC
|}
=== Datetime Extrafield ===
{| class="wikitable" style="margin:auto"
|+ Datetime Extrafield
|-
! Variable !! Displayed Value !! Note
|-
| __EXTRAFIELD_XXX__ || || Extrafield object, in which XXX need to be replace by the Extrafield Attribute code
|-
| __EXTRAFIELD_XXX_LOCALE__ || || Extrafield object, in which XXX need to be replace by the Extrafield Attribute code in locale
|-
| __EXTRAFIELD_XXX_DAY_LOCALE__ || || Extrafield object, in which XXX need to be replace by the Extrafield Attribute code only the day in locale
|-
| __EXTRAFIELD_XXX_RFC__ || || Extrafield object, in which XXX need to be replace by the Extrafield Attribute code in RFC
|}
== Online Proposal Signature ==
{| class="wikitable" style="margin:auto"
|+ Online proposal signature
|-
! Variable !! Displayed Value !! Note
|-
| __ONLINE_SIGN_URL__ || http://tacticdemo.com/public/onlinesign || Address of the Online Signature for proposal
|}
== Document download ==
{| class="wikitable" style="margin:auto"
|+ Document download
|-
! Variable !! Displayed Value !! Note
|-
| __DIRECTDOWNLOAD_URL_PROPOSAL__ || http://tacticdemo.com/proposal.pdf || Direct download URL of a proposal
|-
| __DIRECTDOWNLOAD_URL_ORDER__ || http:// tacticdemo.com/order.pdf || Direct download URL of an order
|-
| __DIRECTDOWNLOAD_URL_INVOICE__ || http:// tacticdemo.com/invoice.pdf || This is a Direct download URL of an invoice. However, this needs that the setup INVOICE_ALLOW_EXTERNAL_DOWNLOAD is set to allow to generate the link.
|-
| __URL_PROPOSAL__ || http:// tacticdemo.com/comm/propal/card.php?id=xxx || A direct link to the concerned proposal
|-
| __URL_ORDER__ || http:// tacticdemo.com/commande/card.php?id=xxxx || A direct link to the concerned order
|-
| __URL_INVOICE__ || http:// tacticdemo.com/compta/facture/card.php?id=xxx || This is a direct download URL of an invoice. However, this needs that the setup INVOICE_ALLOW_EXTERNAL_DOWNLOAD is set to allow to generate the link.
|}
== Event ==
{| class="wikitable" style="margin:auto"
|+ Event
|-
! Variable !! Displayed Value !! Note
|-
| __EVENT_LABEL__ || Important meeting (example) || The label of the event
|-
| __EVENT_DATE__ || 1/1/2023 || The date of the event
|-
| __EVENT_TIME__ || 1 PM || The time of the event
|}
== Dates ==
{| class="wikitable" style="margin:auto"
|+ Dates
|-
! Variable !! Displayed Value !! Note
|-
| __DAY__ || 12 || The current date
|-
| __DAY_TEXT__ || Monday || Current day in text
|-
| __DAY_TEXT_SHORT__ || Mo || Current day in short text
|-
| __DAY_TEXT_MIN__ || M || Current day in minimum text
|-
| __MONTH__ || 3 || Current month
|-
| __MONTH_TEXT__ || March || Current month in text
|-
| __MONTH_TEXT_SHORT__ || March || Current month in short text
|-
| __MONTH_TEXT_MIN__ || M || Current month in minimum text
|-
| __YEAR__ 2023__ || 2023 ||Current year
|-
| __PREVIOUS_DAY__ || 11 || Previous day
|-
| __PREVIOUS_MONTH__ || 2 || Previous month
|-
| __PREVIOUS_YEAR__ || 2022 || Previous Year
|-
| __NEXT_DAY__ || 13 || Next day
|-
| __NEXT_MONTH__ || 4 || Next month
|-
| __NEXT_YEAR__ || 2024 || next year
|}

== Multicompany ==
{| class="wikitable" style="margin:auto"
|+ Multicompany
|-
! Variable !! Displayed Value !! Note
|-
| __ENTITY_ID__ || 123 || The entity ID for multicompany
|}
== System ==
{| class="wikitable" style="margin:auto"
|+ System
|-
! Variable !! Displayed Value !! Note
|-
| __TIC_MAIN_URL_ROOT__ || http://montactic/htdocs || Root URL of Tactic
|-
| __(AnyTranslationKey)__ || Translation || Translation key of any sort
|-
| __(AnyTranslationKeylangfile)__ || Translation || Translation key of any sort, while loading language file before.
|-
| __[AnyConstantKey]__ || 1 || Value of a constant key
|}

== For Emails ==
{| class="wikitable" style="margin:auto"
|+ Emails
|-
! Variable !! Displayed Value !! Note
|-
| __CONTACT_NAME_XXX__ || Mr A || Here, XXX is the contact type defined on Setup->Dictionaries->Contact/Address types (exemple: __CONTACT_NAME_BILLING__ for the billing contact). The output will be Title + LastName + First Name
|-
| __CHECK_READ__ || Image || Insert a blank image with a callback URL to Tactic (/public/emailing/mailing-read.php?tag=)
|}
= Custom Substitution Variables =
The users can add custom substitution variables by adding external modules.

User-Documentaion

2022-11-09T12:09:40Z

Admin:

Tactic ERP & CRM is a cloud-based, open-source Enterprise Resource Planning (ERP) solution. It is suitable for small and midsize enterprises, non-profit organizations, and freelancers.
=Quick Overview of Tactic=
* [[File:user-documentaion-01.png|center|link=What_is_TACTIC_%3F_Why_TACTIC]] [[What is TACTIC ? Why TACTIC]]
* [[File:user-documentaion-02.png|center|link=Management_Page]] [[Human Relationship Management (HR)]]
* [[File:user-documentaion-03.png|center|link=Opportunities_Page]] [[Opportunities from Tactic]]
* [[File:user-documentaion-04.png|center|link=Services_Page]] [[What Tactic Gives to its users]]
* [[File:user-documentaion-05.png|center|link=Project_Page]] [[Project Management]]
* [[File:user-documentaion-06.png|center|link=Payment_page]] [[Tactic transaction process]]

= Administration =
*[[File:user-documentaion-07.png|center|link=Tactic Membership Management]][[Tactic Membership Management]]
*[[File:user-documentaion-08.png|center|link=Automation]] [[Tactic Mailing Automation]]
*[[File:user-documentaion-09.png|center|link=Ftp]] Tactic FTP Supports
*[[File:user-documentaion-10.png|center|link=Usage-modules]] [[Usage (by modules / applications)]]
*[[File:user-documentaion-11.png|center|link=ClickToDial_module]] [[ClickToDial module]]
*[[File:user-documentaion-12.png|center|link=Lost-databse]] [[Lost-databse]]
*[[File:user-documentaion-13.png|center|link=Point_Of_Sale_(TakePOS)]] [[Point Of Sale]]
*[[File:user-documentaion-14.png|center|link=Events/Agenda_Module]] [[Events/Agenda Module]]
*[[File:user-documentaion-15.png|center|link=Dynamic_websites]] [[Creating dynamic websites]]
*[[File:user-documentaion-16.png|center|link=Barcode_Module]] [[Barcode Module]]
*[[File:user-documentaion-17.png|center|link=Zapier_module]] [[Zapier module]]
*[[File:user-documentaion-18.png|center|link=Third_Party_module]] [[Third Party module]]
*[[File:user-documentaion-19.png|center|link=User_Permission]] [[User Permission]]
*[[File:user-documentaion-20.png|center|link=Tactic_Directory]] [[Tactic Directory]]
*[[File:user-documentaion-21.png|center|link=Tactic_Timezone_setup]] [[Tactic Timezone setup]]

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
* [[File:user-documentaion-22.png|center|link=First_setup]][[First setup]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave request management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor invoice module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Tax Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Bank and cash module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margin Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting double entry Module]]

== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Order Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:User-documentaion-58.png|center|link=Events/Agenda_Module]][[Events/Agenda Module]]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags and Categories Module]]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports module]]
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]

== Websites and other frontal applications ==
* [[File:User-documentaion-v2-32.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:User-documentaion-v2-34.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notification Module]]
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email Collector Module]]
* [[File:User-documentaion-v2-38.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:User-documentaion-v2-39.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:User-documentaion-v2-40.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:User-documentaion-v2-41.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:User-documentaion-v2-42.png|center|link=External Site Module]][[External Site Module]]
* [[File:User-documentaion-v2-43.png|center|link=FTP_module]][[FTP module]]
* [[File:User-documentaion-v2-44.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:User-documentaion-v2-45.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:User-documentaion-v2-46.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:User-documentaion-v2-47.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:User-documentaion-v2-48.png|center|link=ClickToDial_module]][[ClickToDial module]]
* [[File:User-documentaion-v2-49.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:User-documentaion-v2-50.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:User-documentaion-v2-51.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

= Tactic Technical Components =

= Tactic FAQ =

* [[File:user-documentaion-77.png|center|link=Performance]] Increase Performance
* [[File:user-documentaion-80.png|center|link=Invoice-recover]] Delete Tactic invoice recovered
* [[File:user-documentaion-81.png|center|link=Troubleshooting]] Troubleshooting.
All of the other FAQs are available in the [[FAQ Category]] page for increasing the Tactic assistance for Tactic users.

= Tactic Resources =
* [[File:user-documentaion-82.png|center|link=Tactic_Time-zones]] [[Tactic Time-zones]]

= Customer Support =
* [[File:user-documentaion-83.png|center|link=Customer-invoice]] Tactic Customers Invoices
* [[File:user-documentaion-84.png|center|link=Management_Page]] Tactic HRM
* [[File:user-documentaion-85.png|center|link=Tactic_Clients_Support]] Tactic client support
* [[File:user-documentaion-86.png|center|link=Email-collector]] Tactic E-Mail Collector
* [[File:user-documentaion-87.png|center|link=Notification_Module]] Tactic Notification

User-Documentaion

2022-11-09T12:09:08Z

Admin:

Tactic ERP & CRM is a cloud-based, open-source Enterprise Resource Planning (ERP) solution. It is suitable for small and midsize enterprises, non-profit organizations, and freelancers.
=Quick Overview of Tactic=
* [[File:user-documentaion-01.png|center|link=What_is_TACTIC_%3F_Why_TACTIC]] [[What is TACTIC ? Why TACTIC]]
* [[File:user-documentaion-02.png|center|link=Management_Page]] [[Human Relationship Management (HR)]]
* [[File:user-documentaion-03.png|center|link=Opportunities_Page]] [[Opportunities from Tactic]]
* [[File:user-documentaion-04.png|center|link=Services_Page]] [[What Tactic Gives to its users]]
* [[File:user-documentaion-05.png|center|link=Project_Page]] [[Project Management]]
* [[File:user-documentaion-06.png|center|link=Payment_page]] [[Tactic transaction process]]

= Administration =
*[[File:user-documentaion-07.png|center|link=Tactic Membership Management]][[Tactic Membership Management]]
*[[File:user-documentaion-08.png|center|link=Automation]] [[Tactic Mailing Automation]]
*[[File:user-documentaion-09.png|center|link=Ftp]] Tactic FTP Supports
*[[File:user-documentaion-10.png|center|link=Usage-modules]] [[Usage (by modules / applications)]]
*[[File:user-documentaion-11.png|center|link=ClickToDial_module]] [[ClickToDial module]]
*[[File:user-documentaion-12.png|center|link=Lost-databse]] [[Lost-databse]]
*[[File:user-documentaion-13.png|center|link=Point_Of_Sale_(TakePOS)]] [[Point Of Sale]]
*[[File:user-documentaion-14.png|center|link=Events/Agenda_Module]] [[Events/Agenda Module]]
*[[File:user-documentaion-15.png|center|link=Dynamic_websites]] [[Creating dynamic websites]]
*[[File:user-documentaion-16.png|center|link=Barcode_Module]] [[Barcode Module]]
*[[File:user-documentaion-17.png|center|link=Zapier_module]] [[Zapier module]]
*[[File:user-documentaion-18.png|center|link=Third_Party_module]] [[Third Party module]]
*[[File:user-documentaion-19.png|center|link=User_Permission]] [[User Permission]]
*[[File:user-documentaion-20.png|center|link=Tactic_Directory]] [[Tactic Directory]]
*[[File:user-documentaion-21.png|center|link=Tactic_Timezone_setup]] [[Tactic Timezone setup]]

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
* [[File:user-documentaion-22.png|center|link=First_setup]][[First setup]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave request management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor invoice module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Tax Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Bank and cash module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margin Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting double entry Module]]

== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Order Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:User-documentaion-58.png|center|link=Events/Agenda_Module]][[Events/Agenda Module]]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags and Categories Module]]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports module]]
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]

== Websites and other frontal applications ==
* [[File:User-documentaion-v2-32.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:User-documentaion-v2-34.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notification Module]]
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email Collector Module]]
* [[File:User-documentaion-v2-38.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:User-documentaion-v2-39.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:User-documentaion-v2-40.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:User-documentaion-v2-41.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:User-documentaion-v2-42.png|center|link=External Site Module]][[External Site Module]]
* [[File:User-documentaion-v2-43.png|center|link=FTP_module]][[FTP module]]
* [[File:User-documentaion-v2-44.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:User-documentaion-v2-45.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:User-documentaion-v2-46.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:User-documentaion-v2-47.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:User-documentaion-v2-48.png|center|link=ClickToDial_module]][[ClickToDial module]]
* [[File:User-documentaion-v2-49.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:User-documentaion-v2-50.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:User-documentaion-v2-51.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

== Tactic Technical Components ==

= Tactic FAQ =

* [[File:user-documentaion-77.png|center|link=Performance]] Increase Performance
* [[File:user-documentaion-80.png|center|link=Invoice-recover]] Delete Tactic invoice recovered
* [[File:user-documentaion-81.png|center|link=Troubleshooting]] Troubleshooting.
All of the other FAQs are available in the [[FAQ Category]] page for increasing the Tactic assistance for Tactic users.

= Tactic Resources =
* [[File:user-documentaion-82.png|center|link=Tactic_Time-zones]] [[Tactic Time-zones]]

= Customer Support =
* [[File:user-documentaion-83.png|center|link=Customer-invoice]] Tactic Customers Invoices
* [[File:user-documentaion-84.png|center|link=Management_Page]] Tactic HRM
* [[File:user-documentaion-85.png|center|link=Tactic_Clients_Support]] Tactic client support
* [[File:user-documentaion-86.png|center|link=Email-collector]] Tactic E-Mail Collector
* [[File:user-documentaion-87.png|center|link=Notification_Module]] Tactic Notification

File:Member type 1.PNG

2022-07-01T12:45:22Z

Admin:

First setup

2022-06-30T12:53:34Z

Admin:

Completion of installation need to be followed by the activity of first setup. It is the basic configuration of the most important parameters that will help you in using Tactic with a very much personalised experience.
= Setting up company/ organisation =
Without setting the company/organisation you cannot start using tactic, hence, before start working with Tactic you need to complete setting up the company/organisation section. For achieving the same follow the mentioned steps.
* Choose the menu of "Home->Setup->Company/Organization" and add the information related to your company in the provided spaces.

[[File:First_setup_1.PNG|center|link=]]

[[File:First_setup_2.PNG|center]]

* '''Name''': add the name of your organisation
* '''Logo''': add the logo of your company by browsing the logo file from your local device. In this case please note that, the accepted file formats are .png, .jpg or .gif. You can add logo of any sizes. However, it is recommended to use pictures of .png format and use a picture that comes under the size of 130 pixels height and up to 800 pixels width.

[[File:Company-organsiation_1.PNG|center]]

* '''Logo (squared)''': this criteria is for adding the squared logo of your company. Please note that only .png and .jpg formats are accepted for this criteria. This logo will be shown at the top right corner of Tactic.
* '''Fiscal year''': add the starting month of the fiscal year in this criterion.
* '''Prof ID X''': These fields are added in Tactic to allow you to add your company’s professional IDs. It is needed to be noted that each country has a different professional ID. Such as Indian companies will have to provide their TIN, PAN, Service Tax and Vat ID. Tactic can manage 6 professional IDs at the same time.

[[File:Company-organsiation_2.PNG|center]]

* '''Sales Tax (VAT) Management''': the information related to your company’s sales tax management need to be incorporated.
* '''Second type of tax''': add if there is a second type of tax that you would like to manage through Tactic.
* '''Third type of tax''': add if there is a third type of tax that you would like to manage through Tactic.

= Modules =
After completing setting up your company/organisation, you need to start setting up the Tactic modules. Setting up the modules is the second in importance and it depends on the tasks and activities that you want to incorporate through Tactic. If you want to use all of the functionalities provided by Tactic then you will have to activate each of the module. However, if you want to use some of the selected modules then just activate the ones as per your needs.
For activating the modules you need to follow the below mentioned steps:
* For starting with the activation process go to the option of "Home->Setup-> Modules"

[[File:Module_1.PNG|center]]

* In the second step, you need to click the button that signifies if the module is on or off. The button will appear in the “status” column.
** When the module is activated the button will be green like this

[[File:Module_2.PNG|center]]

** When the module is deactivated the button will be white like this

[[File:Module 3 new.png|center]]

However, you need to keep in consideration that for using a module you need to be granted with permission. With proper permissions you can easily activate or deactivate a module. Moreover, you may need to configure some of the modules to use those properly post activation.

= Display =
The display page is used for setting up the default language as well as the default look and feel. You can easily change the look and feel as per your preferences. The path of the settings is '''Home-> setup -> Display'''. The options that you can find under display are mentioned and discussed below:

[[File:Display_1.PNG|center]]

== Language ==
The language setting is used for setting up default language, in which Tactic will be running. You will find the option of “auto detect” selected by default, however, you can change it according to your preferences. Moreover, you can activate Multilanguage module as well. This module will allow you to use more than one languages at the same time. You can set the preferred language for your customers and generate the documents associated with them (proposals, invoices, orders etc.) in their own language.

[[File:Language_1.PNG|center]]

== Default screen theme ==
There are three different themes are available in Tactic, which are '''Eldy''', '''MD''' and '''Tactic'''. The default theme is set to Tactic, you can change as per your own preferences. However, you are provided with the opportunity of personalising the skin colour and look with the help of this setup.

[[File:Skin_and_colour.PNG|center]]

== Log-in page ==
This option provides with you with the opportunity of customising the login page for better personalised experience. You can easily add a message and a background picture and increase the feel of customisation. You can also hide or show “Need help or support”.

[[File:Log-in.PNG|center]]

== Miscellaneous ==
In the miscellaneous section you can set the default values of the features, such as length of lists, first day of week etc. The section of “message of the day” can easily be modified from this section of the software.

= Menu =
This option allows you to choose the menu manager that you would prefer to use. The option can be used for setting up different menu managers for internal users, for external users, for desktop or for smart phones. With the help of the menu manager you can change the left and top menus along with the organisations, orders and labels.

[[File:Menu_1.PNG|center]]

== Menu handlers ==
There are two different menu handlers, which are, '''Eldy''' and '''Auguria'''.
'''Eldy''': This is the default menu and in this menu the entries are centralised.
'''Auguria''': This menu is a database menu manager.
You can choose your preferred menu in the menu handlers tab.

[[File:Menu_2.PNG|center]]

== Menu editor ==
Menu editor provides you with the facility of customising each menu entry or creating new menu entries with the help of both auguria and eldy menu manager.

[[File:Menu_3.PNG|center]]

== Miscellaneous ==
With the help of this option unauthorised menu entries can be hidden. Usually the unauthorised menus are shown in grey.

= Users =
The very last step of the first setup is to create users and providing them with permissions. Granting permissions to the users is one of the most important steps, since without permissions the users will not be able to use Tactic. For assigning permissions to the users, you need to go to the menu of '''Home -> Users & Groups -> select the user -> permission tab'''.

[[File:Users_and_groups_1.PNG|center]]

[[File:Users_and_groups_2.PNG|center]]

[[File:Users_and_groups_3.PNG|center]]

It is recommended to recheck the granted permissions after activating a module as the granting of permissions based on the activated modules. Additionally, Tactic team recommends you to grant permissions only after activating the modules. However, if you want to avoid this configuration steps for each newly-created user, you can set-up default rights from security setup.

= Other Setup =
There are some other set-ups, which might need configuration for the best personalising experience.
* [[Translation setup]]
* [[Widget setup]]
* [[Alerts setup]]
* [[Security setup]]
* [[Limits and accuracy setup]]
* [[PDF setup]]
* [[Email setup]]
* [[SMS setup]]
* [[Dictionary setup]]
* [[Other setup]]

First setup

2022-06-30T12:46:45Z

Admin:

Completion of installation need to be followed by the activity of first setup. It is the basic configuration of the most important parameters that will help you in using Tactic with a very much personalised experience.
= Setting up company/ organisation =
Without setting the company/organisation you cannot start using tactic, hence, before start working with Tactic you need to complete setting up the company/organisation section. For achieving the same follow the mentioned steps.
* Choose the menu of "Home->Setup->Company/Organization" and add the information related to your company in the provided spaces.

[[File:First_setup_1.PNG|center]]

[[File:First_setup_2.PNG|center]]

* '''Name''': add the name of your organisation
* '''Logo''': add the logo of your company by browsing the logo file from your local device. In this case please note that, the accepted file formats are .png, .jpg or .gif. You can add logo of any sizes. However, it is recommended to use pictures of .png format and use a picture that comes under the size of 130 pixels height and up to 800 pixels width.

[[File:Company-organsiation_1.PNG|center]]

* '''Logo (squared)''': this criteria is for adding the squared logo of your company. Please note that only .png and .jpg formats are accepted for this criteria. This logo will be shown at the top right corner of Tactic.
* '''Fiscal year''': add the starting month of the fiscal year in this criterion.
* '''Prof ID X''': These fields are added in Tactic to allow you to add your company’s professional IDs. It is needed to be noted that each country has a different professional ID. Such as Indian companies will have to provide their TIN, PAN, Service Tax and Vat ID. Tactic can manage 6 professional IDs at the same time.

[[File:Company-organsiation_2.PNG|center]]

* '''Sales Tax (VAT) Management''': the information related to your company’s sales tax management need to be incorporated.
* '''Second type of tax''': add if there is a second type of tax that you would like to manage through Tactic.
* '''Third type of tax''': add if there is a third type of tax that you would like to manage through Tactic.

= Modules =
After completing setting up your company/organisation, you need to start setting up the Tactic modules. Setting up the modules is the second in importance and it depends on the tasks and activities that you want to incorporate through Tactic. If you want to use all of the functionalities provided by Tactic then you will have to activate each of the module. However, if you want to use some of the selected modules then just activate the ones as per your needs.
For activating the modules you need to follow the below mentioned steps:
* For starting with the activation process go to the option of "Home->Setup-> Modules"

[[File:Module_1.PNG|center]]

* In the second step, you need to click the button that signifies if the module is on or off. The button will appear in the “status” column.
** When the module is activated the button will be green like this

[[File:Module_2.PNG|center]]

** When the module is deactivated the button will be white like this

[[File:Module 3 new.png|center]]

However, you need to keep in consideration that for using a module you need to be granted with permission. With proper permissions you can easily activate or deactivate a module. Moreover, you may need to configure some of the modules to use those properly post activation.

= Display =
The display page is used for setting up the default language as well as the default look and feel. You can easily change the look and feel as per your preferences. The path of the settings is '''Home-> setup -> Display'''. The options that you can find under display are mentioned and discussed below:

[[File:Display_1.PNG|center]]

== Language ==
The language setting is used for setting up default language, in which Tactic will be running. You will find the option of “auto detect” selected by default, however, you can change it according to your preferences. Moreover, you can activate Multilanguage module as well. This module will allow you to use more than one languages at the same time. You can set the preferred language for your customers and generate the documents associated with them (proposals, invoices, orders etc.) in their own language.

[[File:Language_1.PNG|center]]

== Default screen theme ==
There are three different themes are available in Tactic, which are '''Eldy''', '''MD''' and '''Tactic'''. The default theme is set to Tactic, you can change as per your own preferences. However, you are provided with the opportunity of personalising the skin colour and look with the help of this setup.

[[File:Skin_and_colour.PNG|center]]

== Log-in page ==
This option provides with you with the opportunity of customising the login page for better personalised experience. You can easily add a message and a background picture and increase the feel of customisation. You can also hide or show “Need help or support”.

[[File:Log-in.PNG|center]]

== Miscellaneous ==
In the miscellaneous section you can set the default values of the features, such as length of lists, first day of week etc. The section of “message of the day” can easily be modified from this section of the software.

= Menu =
This option allows you to choose the menu manager that you would prefer to use. The option can be used for setting up different menu managers for internal users, for external users, for desktop or for smart phones. With the help of the menu manager you can change the left and top menus along with the organisations, orders and labels.

[[File:Menu_1.PNG|center]]

== Menu handlers ==
There are two different menu handlers, which are, '''Eldy''' and '''Auguria'''.
'''Eldy''': This is the default menu and in this menu the entries are centralised.
'''Auguria''': This menu is a database menu manager.
You can choose your preferred menu in the menu handlers tab.

[[File:Menu_2.PNG|center]]

== Menu editor ==
Menu editor provides you with the facility of customising each menu entry or creating new menu entries with the help of both auguria and eldy menu manager.

[[File:Menu_3.PNG|center]]

== Miscellaneous ==
With the help of this option unauthorised menu entries can be hidden. Usually the unauthorised menus are shown in grey.

= Users =
The very last step of the first setup is to create users and providing them with permissions. Granting permissions to the users is one of the most important steps, since without permissions the users will not be able to use Tactic. For assigning permissions to the users, you need to go to the menu of '''Home -> Users & Groups -> select the user -> permission tab'''.

[[File:Users_and_groups_1.PNG|center]]

[[File:Users_and_groups_2.PNG|center]]

[[File:Users_and_groups_3.PNG|center]]

It is recommended to recheck the granted permissions after activating a module as the granting of permissions based on the activated modules. Additionally, Tactic team recommends you to grant permissions only after activating the modules. However, if you want to avoid this configuration steps for each newly-created user, you can set-up default rights from security setup.

= Other Setup =
There are some other set-ups, which might need configuration for the best personalising experience.
* [[Translation setup]]
* [[Widget setup]]
* [[Alerts setup]]
* [[Security setup]]
* [[Limits and accuracy setup]]
* [[PDF setup]]
* [[Email setup]]
* [[SMS setup]]
* [[Dictionary setup]]
* [[Other setup]]

File:First setup 1.PNG

2022-06-27T11:54:45Z

Admin:

Tactic-modules

2022-06-21T12:34:32Z

Admin: /* Interfaces with external systems */

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave request management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor invoice module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Tax Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Bank and cash module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margin Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting double entry Module]]

== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Order Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:User-documentaion-58.png|center|link=Events/Agenda_Module]][[Events/Agenda Module]]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags and Categories Module]]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports module]]
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]

== Websites and other frontal applications ==
* [[File:User-documentaion-v2-32.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:User-documentaion-v2-34.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notification Module]]
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email Collector Module]]
* [[File:User-documentaion-v2-38.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:User-documentaion-v2-39.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:User-documentaion-v2-40.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:User-documentaion-v2-41.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:User-documentaion-v2-42.png|center|link=External Site Module]][[External Site Module]]
* [[File:User-documentaion-v2-43.png|center|link=FTP_module]][[FTP module]]
* [[File:User-documentaion-v2-44.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:User-documentaion-v2-45.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:User-documentaion-v2-46.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:User-documentaion-v2-47.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:User-documentaion-v2-48.png|center|link=ClickToDial_module]][[ClickToDial module]]
* [[File:User-documentaion-v2-49.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:User-documentaion-v2-50.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:User-documentaion-v2-51.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

Tactic-modules

2022-06-21T12:32:07Z

Admin: /* Multi-modules tools */

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave request management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor invoice module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Tax Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Bank and cash module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margin Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting double entry Module]]

== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Order Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:User-documentaion-58.png|center|link=Events/Agenda_Module]][[Events/Agenda Module]]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags and Categories Module]]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports module]]
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]

== Websites and other frontal applications ==
* [[File:User-documentaion-v2-32.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:User-documentaion-v2-34.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:User-documentaion-v2-38.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:User-documentaion-v2-39.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:User-documentaion-v2-40.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:User-documentaion-v2-41.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:User-documentaion-v2-42.png|center|link=External Site Module]][[External Site Module]]
* [[File:User-documentaion-v2-43.png|center|link=FTP_module]][[FTP module]]
* [[File:User-documentaion-v2-44.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:User-documentaion-v2-45.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:User-documentaion-v2-46.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:User-documentaion-v2-47.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:User-documentaion-v2-48.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:User-documentaion-v2-49.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:User-documentaion-v2-50.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:User-documentaion-v2-51.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

Tactic-modules

2022-06-21T12:30:34Z

Admin: /* Projects/Collaborative work */

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave request management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor invoice module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Tax Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Bank and cash module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margin Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting double entry Module]]

== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Order Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:User-documentaion-58.png|center|link=Events/Agenda_Module]][[Events/Agenda Module]]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags/Categories Module]]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports Module]]
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]

== Websites and other frontal applications ==
* [[File:User-documentaion-v2-32.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:User-documentaion-v2-34.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:User-documentaion-v2-38.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:User-documentaion-v2-39.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:User-documentaion-v2-40.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:User-documentaion-v2-41.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:User-documentaion-v2-42.png|center|link=External Site Module]][[External Site Module]]
* [[File:User-documentaion-v2-43.png|center|link=FTP_module]][[FTP module]]
* [[File:User-documentaion-v2-44.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:User-documentaion-v2-45.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:User-documentaion-v2-46.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:User-documentaion-v2-47.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:User-documentaion-v2-48.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:User-documentaion-v2-49.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:User-documentaion-v2-50.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:User-documentaion-v2-51.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

Events/Agenda Module

2022-06-21T12:30:07Z

Admin: Created page with "= Introduction = ''The agenda module is a basic setting that helps the users in managing the planned events and schedules in a more effective manner. With the assistance of notification system based on the organization events and agendas the users can easily be notified on the same date or time (as per the settings). Tactic manages the events and agendas effectively with the help of this agenda module so that the users do not miss out on the important agendas and schedul..."

= Introduction =
''The agenda module is a basic setting that helps the users in managing the planned events and schedules in a more effective manner. With the assistance of notification system based on the organization events and agendas the users can easily be notified on the same date or time (as per the settings). Tactic manages the events and agendas effectively with the help of this agenda module so that the users do not miss out on the important agendas and schedules.'' Agenda module is an optional part of project and leads module. The primary use of this module is to add a calendar in Tactic in order to manage events and important schedules.

= Installation =
There is no need of installing this module, as it is already included within Tactic services.
= Setup =
For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access setup.

= Functionalities of Agenda Module =
* Recording events within important agenda, past events are used for tracking purposes and future events are used for reminder purposes
* Tactic automatically creates agenda from important project events
* Email and SMS notification are generated by Tactic in term of event creation. The email and SMS will be sent to the users that are assigned with the email
* With the activation of resource module, the users can also assign resources to a specific event
* Admin can include in the agenda view, any events that are recorded into an external calendar
* The users can also create their own events manually based on their necessity and preferences
= Steps to create an Agenda =
Agenda can be created automatically by Tactic with the upgradation of a project information. However, for creating a new agenda, the users can click on the '''Agenda''' tab. From the '''Agenda''' tab, the '''New event''' option need to be chosen. All the important information need to be filled.

[[File:Agenda_1.PNG|center]]

[[File:Agenda_2.PNG|center]]

[[File:Agenda_3.PNG|center]]

== Modifying agenda ==
Agenda can be modified by clicking on the '''modify''' option.
== Deleting agenda ==
Clicking on '''Delete''' is enough to delete the Agenda.

Tactic-modules

2022-06-21T12:28:33Z

Admin: /* Product Management (PM) */

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave request management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor invoice module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Tax Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Bank and cash module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margin Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting double entry Module]]

== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Order Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:User-documentaion-58.png|center|link=Agenda_Module]][[Events/Agenda Module]]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags/Categories Module]]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports Module]]
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]

== Websites and other frontal applications ==
* [[File:User-documentaion-v2-32.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:User-documentaion-v2-34.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:User-documentaion-v2-38.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:User-documentaion-v2-39.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:User-documentaion-v2-40.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:User-documentaion-v2-41.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:User-documentaion-v2-42.png|center|link=External Site Module]][[External Site Module]]
* [[File:User-documentaion-v2-43.png|center|link=FTP_module]][[FTP module]]
* [[File:User-documentaion-v2-44.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:User-documentaion-v2-45.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:User-documentaion-v2-46.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:User-documentaion-v2-47.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:User-documentaion-v2-48.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:User-documentaion-v2-49.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:User-documentaion-v2-50.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:User-documentaion-v2-51.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

Tactic-modules

2022-06-21T12:28:01Z

Admin: /* Financial Modules (Accounting/Treasury) */

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave request management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor invoice module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Tax Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Bank and cash module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margin Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting double entry Module]]

== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Orders Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:User-documentaion-58.png|center|link=Agenda_Module]][[Events/Agenda Module]]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags/Categories Module]]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports Module]]
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]

== Websites and other frontal applications ==
* [[File:User-documentaion-v2-32.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:User-documentaion-v2-34.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:User-documentaion-v2-38.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:User-documentaion-v2-39.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:User-documentaion-v2-40.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:User-documentaion-v2-41.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:User-documentaion-v2-42.png|center|link=External Site Module]][[External Site Module]]
* [[File:User-documentaion-v2-43.png|center|link=FTP_module]][[FTP module]]
* [[File:User-documentaion-v2-44.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:User-documentaion-v2-45.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:User-documentaion-v2-46.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:User-documentaion-v2-47.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:User-documentaion-v2-48.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:User-documentaion-v2-49.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:User-documentaion-v2-50.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:User-documentaion-v2-51.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

Tactic-modules

2022-06-21T12:27:29Z

Admin: /* Financial Modules (Accounting/Treasury) */

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave request management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor invoice module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Tax Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Banks and cash module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margin Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting double entry Module]]

== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Orders Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:User-documentaion-58.png|center|link=Agenda_Module]][[Events/Agenda Module]]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags/Categories Module]]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports Module]]
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]

== Websites and other frontal applications ==
* [[File:User-documentaion-v2-32.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:User-documentaion-v2-34.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:User-documentaion-v2-38.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:User-documentaion-v2-39.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:User-documentaion-v2-40.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:User-documentaion-v2-41.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:User-documentaion-v2-42.png|center|link=External Site Module]][[External Site Module]]
* [[File:User-documentaion-v2-43.png|center|link=FTP_module]][[FTP module]]
* [[File:User-documentaion-v2-44.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:User-documentaion-v2-45.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:User-documentaion-v2-46.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:User-documentaion-v2-47.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:User-documentaion-v2-48.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:User-documentaion-v2-49.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:User-documentaion-v2-50.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:User-documentaion-v2-51.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

Tactic-modules

2022-06-21T12:27:02Z

Admin: /* Financial Modules (Accounting/Treasury) */

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave request management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor invoice module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Tax Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Banks and Cash module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margin Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting double entry Module]]

== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Orders Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:User-documentaion-58.png|center|link=Agenda_Module]][[Events/Agenda Module]]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags/Categories Module]]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports Module]]
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]

== Websites and other frontal applications ==
* [[File:User-documentaion-v2-32.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:User-documentaion-v2-34.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:User-documentaion-v2-38.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:User-documentaion-v2-39.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:User-documentaion-v2-40.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:User-documentaion-v2-41.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:User-documentaion-v2-42.png|center|link=External Site Module]][[External Site Module]]
* [[File:User-documentaion-v2-43.png|center|link=FTP_module]][[FTP module]]
* [[File:User-documentaion-v2-44.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:User-documentaion-v2-45.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:User-documentaion-v2-46.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:User-documentaion-v2-47.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:User-documentaion-v2-48.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:User-documentaion-v2-49.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:User-documentaion-v2-50.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:User-documentaion-v2-51.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

Tactic-modules

2022-06-21T12:26:01Z

Admin: /* Financial Modules (Accounting/Treasury) */

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave request management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor invoice Module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Tax Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Banks and Cash Module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margin Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting double entry Module]]

== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Orders Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:User-documentaion-58.png|center|link=Agenda_Module]][[Events/Agenda Module]]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags/Categories Module]]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports Module]]
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]

== Websites and other frontal applications ==
* [[File:User-documentaion-v2-32.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:User-documentaion-v2-34.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:User-documentaion-v2-38.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:User-documentaion-v2-39.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:User-documentaion-v2-40.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:User-documentaion-v2-41.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:User-documentaion-v2-42.png|center|link=External Site Module]][[External Site Module]]
* [[File:User-documentaion-v2-43.png|center|link=FTP_module]][[FTP module]]
* [[File:User-documentaion-v2-44.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:User-documentaion-v2-45.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:User-documentaion-v2-46.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:User-documentaion-v2-47.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:User-documentaion-v2-48.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:User-documentaion-v2-49.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:User-documentaion-v2-50.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:User-documentaion-v2-51.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

Tactic-modules

2022-06-21T12:22:25Z

Admin: /* Vendor Relationship Management (VRM) */

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave request management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor Invoice Module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Taxes & Special Expenses Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Banks & Cash Module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margins Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting Simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting Double entry Module]]

== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Orders Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:User-documentaion-58.png|center|link=Agenda_Module]][[Events/Agenda Module]]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags/Categories Module]]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports Module]]
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]

== Websites and other frontal applications ==
* [[File:User-documentaion-v2-32.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:User-documentaion-v2-34.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:User-documentaion-v2-38.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:User-documentaion-v2-39.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:User-documentaion-v2-40.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:User-documentaion-v2-41.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:User-documentaion-v2-42.png|center|link=External Site Module]][[External Site Module]]
* [[File:User-documentaion-v2-43.png|center|link=FTP_module]][[FTP module]]
* [[File:User-documentaion-v2-44.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:User-documentaion-v2-45.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:User-documentaion-v2-46.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:User-documentaion-v2-47.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:User-documentaion-v2-48.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:User-documentaion-v2-49.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:User-documentaion-v2-50.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:User-documentaion-v2-51.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

Tactic-modules

2022-06-21T12:21:35Z

Admin: /* Customer Relationship Management (CRM) */

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave request management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception Module]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor Invoice Module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Taxes & Special Expenses Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Banks & Cash Module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margins Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting Simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting Double entry Module]]

== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Orders Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:User-documentaion-58.png|center|link=Agenda_Module]][[Events/Agenda Module]]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags/Categories Module]]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports Module]]
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]

== Websites and other frontal applications ==
* [[File:User-documentaion-v2-32.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:User-documentaion-v2-34.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:User-documentaion-v2-38.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:User-documentaion-v2-39.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:User-documentaion-v2-40.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:User-documentaion-v2-41.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:User-documentaion-v2-42.png|center|link=External Site Module]][[External Site Module]]
* [[File:User-documentaion-v2-43.png|center|link=FTP_module]][[FTP module]]
* [[File:User-documentaion-v2-44.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:User-documentaion-v2-45.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:User-documentaion-v2-46.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:User-documentaion-v2-47.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:User-documentaion-v2-48.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:User-documentaion-v2-49.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:User-documentaion-v2-50.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:User-documentaion-v2-51.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

Tactic-modules

2022-06-21T12:19:26Z

Admin: /* Human Resource Management (HR) */

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave request management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party Module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations Module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge Management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception Module]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor Invoice Module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Taxes & Special Expenses Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Banks & Cash Module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margins Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting Simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting Double entry Module]]

== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Orders Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:User-documentaion-58.png|center|link=Agenda_Module]][[Events/Agenda Module]]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags/Categories Module]]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports Module]]
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]

== Websites and other frontal applications ==
* [[File:User-documentaion-v2-32.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:User-documentaion-v2-34.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:User-documentaion-v2-38.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:User-documentaion-v2-39.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:User-documentaion-v2-40.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:User-documentaion-v2-41.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:User-documentaion-v2-42.png|center|link=External Site Module]][[External Site Module]]
* [[File:User-documentaion-v2-43.png|center|link=FTP_module]][[FTP module]]
* [[File:User-documentaion-v2-44.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:User-documentaion-v2-45.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:User-documentaion-v2-46.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:User-documentaion-v2-47.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:User-documentaion-v2-48.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:User-documentaion-v2-49.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:User-documentaion-v2-50.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:User-documentaion-v2-51.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

Agenda FAQ

2022-06-20T13:20:29Z

Admin:

'''<h3 style="color:#006799;">How can the users export Tactic Agenda and include it into a third party application, such as Google? </h3>'''

For exporting the Tactic agendas the users need to go through the basic steps of agenda module. At first the users need to activate the agenda module and then follow the following steps:
* The users need to create events and agendas
* The users can go to the '''other''' tab from the module setup page
* Then the users need to input a word of their choice into the field of '''key to allow export'''
* Then the users need to enter any word of their choice and proceed towards completion by clicking on '''save'''
* The users can get the link on the line and can proceed with completing the procedure by advancing their focus towards '''“An export link to ical format is available at following link” '''
An example of the build link is provided in the following lines:
http://mysite/comm/action/agendaexport.php?format=ical&type=event&exportkey=choosen_word

* Then the users need to go to the '''agenda parameters''' of the third party application that the users will be using for exporting the agenda. The users need to add the URL properly for exporting the Tactic agenda.
However, the users can face problem after pasting the link. Google can show notifications such as, ''The URL cannot be generated, as the robot.txt file does not allow exploration''. In this case the users need to edit the robot.txt files, which is already persistent in the Tactic root website. The users can change it into something that can be explored by the third party application.
User-agent: *
Disallow: /
User-agent: Googlebot
Disallow: /
Allow :
/comm/action/agendaexport.php?format=ical&type=event&exportkey=chosen_word

However, the users need to wait for 24 hours as it takes quite a lot of time by the users to be known by Google.

Tactic-modules

2022-06-17T08:29:52Z

Admin: /* Interfaces with external systems */

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User Module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave Request Management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party Module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations Module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge Management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception Module]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor Invoice Module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Taxes & Special Expenses Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Banks & Cash Module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margins Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting Simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting Double entry Module]]

== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Orders Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:User-documentaion-58.png|center|link=Agenda_Module]][[Events/Agenda Module]]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags/Categories Module]]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports Module]]
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]

== Websites and other frontal applications ==
* [[File:User-documentaion-v2-32.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:User-documentaion-v2-34.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:User-documentaion-v2-38.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:User-documentaion-v2-39.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:User-documentaion-v2-40.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:User-documentaion-v2-41.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:User-documentaion-v2-42.png|center|link=External Site Module]][[External Site Module]]
* [[File:User-documentaion-v2-43.png|center|link=FTP_module]][[FTP module]]
* [[File:User-documentaion-v2-44.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:User-documentaion-v2-45.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:User-documentaion-v2-46.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:User-documentaion-v2-47.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:User-documentaion-v2-48.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:User-documentaion-v2-49.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:User-documentaion-v2-50.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:User-documentaion-v2-51.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

User-Documentaion

2022-06-16T05:46:36Z

Admin: /* Product Management (PM) */

Tactic ERP & CRM is a cloud-based, open-source Enterprise Resource Planning (ERP) solution. It is suitable for small and midsize enterprises, non-profit organizations, and freelancers.
=Quick Overview of Tactic=
* [[File:user-documentaion-01.png|center|link=https://localhost/tactic-wiki/index.php/What_is_TACTIC_%3F_Why_TACTIC]] Know About Tactic
* [[File:user-documentaion-02.png|center|link=https://tactic-wiki.alsoft.org/index.php/Management_Page]] Tactic Team
* [[File:user-documentaion-03.png|center|link=Opportunities_Page]] Opportunities from Tactic
* [[File:user-documentaion-04.png|center|link=Services_Page]] What Tactic Gives to its users
* [[File:user-documentaion-05.png|center|link=Project_Page]] How Tactic will Manage Client's
* [[File:user-documentaion-06.png|center|link=Payment_page]] Tactic Transaction Process

= Administration =
*[[File:user-documentaion-07.png|center|link=Tactic Membership Management]][[Tactic Membership Management]]
*[[File:user-documentaion-08.png|center|link=Automation]] Tactic Mailing Automation
*[[File:user-documentaion-09.png|center|link=Ftp]] Tactic FTP Supports
*[[File:user-documentaion-10.png|center|link=Usage-modules]] Usage (by modules / applications)
*[[File:user-documentaion-11.png|center|link=ClickToDial_module]] Tactic ClickToDial Service
*[[File:user-documentaion-12.png|center|link=Lost-databse]] Lost my database password
*[[File:user-documentaion-13.png|center|link=Point_Of_Sale_(TakePOS)]] How Point Of Sale Saves your Time
*[[File:user-documentaion-14.png|center|link=Agenda_Module]] Tactic Agenda Management
*[[File:user-documentaion-15.png|center|link=Dynamic_websites]] Create Dynamic Websites by Tactic ERP & CRM
*[[File:user-documentaion-16.png|center|link=Barcode_Module]] Tactic ERP & CRM Barcode Initialization
*[[File:user-documentaion-17.png|center|link=Zapier_module]] Tactic Zapier Modules
*[[File:user-documentaion-18.png|center|link=Third_Party_module]] Create Third-Party in Your Tactic
*[[File:user-documentaion-19.png|center|link=User_Permission]]User Permission
*[[File:user-documentaion-20.png|center|link=Tactic_Directory]]Tactic Directory
*[[File:user-documentaion-21.png|center|link=Tactic_Timezone_setup]]Tactic Timezone setup

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User module]][[User Module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave Request Management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party Module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations Module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge Management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception Module]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor Invoice Module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Taxes & Special Expenses Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Banks & Cash Module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margins Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting Simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting Double entry Module]]

== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing Orders Module]][[Manufacturing Orders Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:User-documentaion-58.png|center|link=Agenda_Module]][[Events/Agenda Module]]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags/Categories Module]]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports Module]]
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]

== Websites and other frontal applications ==
* [[File:User-documentaion-v2-32.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:User-documentaion-v2-34.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:User-documentaion-v2-38.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:User-documentaion-v2-39.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:User-documentaion-v2-40.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:User-documentaion-v2-41.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:User-documentaion-v2-42.png|center|link=External Site Module]][[External Site Module]]
* [[File:User-documentaion-v2-43.png|center|link=FTP_module]][[FTP Module]]
* [[File:User-documentaion-v2-44.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:User-documentaion-v2-45.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:User-documentaion-v2-46.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:User-documentaion-v2-47.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:User-documentaion-v2-48.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:User-documentaion-v2-49.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:User-documentaion-v2-50.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:User-documentaion-v2-51.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

= Tactic FAQ =

* [[File:user-documentaion-77.png|center|link=Performance]] Increase Performance
* [[File:user-documentaion-78.png|center|link=Release]] Tactic Release process
* [[File:user-documentaion-79.png|center|link=Remote]] Tactic remote access
* [[File:user-documentaion-80.png|center|link=Invoice-recover]] Delete Tactic invoice recovered
* [[File:user-documentaion-81.png|center|link=Troubleshooting]] Troubleshooting.
All of the other FAQs are available in the [[FAQ Category]] page for increasing the Tactic assistance for Tactic users.

= Tactic Resources =
* [[File:user-documentaion-82.png|center|link=Tactic_Time-zones]] [[Tactic Time-zones]]

= Customer Support =
* [[File:user-documentaion-83.png|center|link=Customer-invoice]] Tactic Customers Invoices
* [[File:user-documentaion-84.png|center|link=Management_Page]] Tactic HRM
* [[File:user-documentaion-85.png|center|link=Tactic_Clients_Support]] Tactic client support
* [[File:user-documentaion-86.png|center|link=Email-collector]] Tactic E-Mail Collector
* [[File:user-documentaion-87.png|center|link=Notification_Module]] Tactic Notification

User-Documentaion

2022-06-16T05:40:27Z

Admin: /* Human Resource Management (HR) */

Tactic ERP & CRM is a cloud-based, open-source Enterprise Resource Planning (ERP) solution. It is suitable for small and midsize enterprises, non-profit organizations, and freelancers.
=Quick Overview of Tactic=
* [[File:user-documentaion-01.png|center|link=https://localhost/tactic-wiki/index.php/What_is_TACTIC_%3F_Why_TACTIC]] Know About Tactic
* [[File:user-documentaion-02.png|center|link=https://tactic-wiki.alsoft.org/index.php/Management_Page]] Tactic Team
* [[File:user-documentaion-03.png|center|link=Opportunities_Page]] Opportunities from Tactic
* [[File:user-documentaion-04.png|center|link=Services_Page]] What Tactic Gives to its users
* [[File:user-documentaion-05.png|center|link=Project_Page]] How Tactic will Manage Client's
* [[File:user-documentaion-06.png|center|link=Payment_page]] Tactic Transaction Process

= Administration =
*[[File:user-documentaion-07.png|center|link=Tactic Membership Management]][[Tactic Membership Management]]
*[[File:user-documentaion-08.png|center|link=Automation]] Tactic Mailing Automation
*[[File:user-documentaion-09.png|center|link=Ftp]] Tactic FTP Supports
*[[File:user-documentaion-10.png|center|link=Usage-modules]] Usage (by modules / applications)
*[[File:user-documentaion-11.png|center|link=ClickToDial_module]] Tactic ClickToDial Service
*[[File:user-documentaion-12.png|center|link=Lost-databse]] Lost my database password
*[[File:user-documentaion-13.png|center|link=Point_Of_Sale_(TakePOS)]] How Point Of Sale Saves your Time
*[[File:user-documentaion-14.png|center|link=Agenda_Module]] Tactic Agenda Management
*[[File:user-documentaion-15.png|center|link=Dynamic_websites]] Create Dynamic Websites by Tactic ERP & CRM
*[[File:user-documentaion-16.png|center|link=Barcode_Module]] Tactic ERP & CRM Barcode Initialization
*[[File:user-documentaion-17.png|center|link=Zapier_module]] Tactic Zapier Modules
*[[File:user-documentaion-18.png|center|link=Third_Party_module]] Create Third-Party in Your Tactic
*[[File:user-documentaion-19.png|center|link=User_Permission]]User Permission
*[[File:user-documentaion-20.png|center|link=Tactic_Directory]]Tactic Directory
*[[File:user-documentaion-21.png|center|link=Tactic_Timezone_setup]]Tactic Timezone setup

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User module]][[User Module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave Request Management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party Module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations Module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge Management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception Module]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor Invoice Module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Taxes & Special Expenses Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Banks & Cash Module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margins Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting Simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting Double entry Module]]

== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Orders Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:User-documentaion-58.png|center|link=Agenda_Module]][[Events/Agenda Module]]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags/Categories Module]]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports Module]]
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]

== Websites and other frontal applications ==
* [[File:User-documentaion-v2-32.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:User-documentaion-v2-34.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:User-documentaion-v2-38.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:User-documentaion-v2-39.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:User-documentaion-v2-40.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:User-documentaion-v2-41.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:User-documentaion-v2-42.png|center|link=External Site Module]][[External Site Module]]
* [[File:User-documentaion-v2-43.png|center|link=FTP_module]][[FTP Module]]
* [[File:User-documentaion-v2-44.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:User-documentaion-v2-45.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:User-documentaion-v2-46.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:User-documentaion-v2-47.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:User-documentaion-v2-48.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:User-documentaion-v2-49.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:User-documentaion-v2-50.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:User-documentaion-v2-51.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

= Tactic FAQ =

* [[File:user-documentaion-77.png|center|link=Performance]] Increase Performance
* [[File:user-documentaion-78.png|center|link=Release]] Tactic Release process
* [[File:user-documentaion-79.png|center|link=Remote]] Tactic remote access
* [[File:user-documentaion-80.png|center|link=Invoice-recover]] Delete Tactic invoice recovered
* [[File:user-documentaion-81.png|center|link=Troubleshooting]] Troubleshooting.
All of the other FAQs are available in the [[FAQ Category]] page for increasing the Tactic assistance for Tactic users.

= Tactic Resources =
* [[File:user-documentaion-82.png|center|link=Tactic_Time-zones]] [[Tactic Time-zones]]

= Customer Support =
* [[File:user-documentaion-83.png|center|link=Customer-invoice]] Tactic Customers Invoices
* [[File:user-documentaion-84.png|center|link=Management_Page]] Tactic HRM
* [[File:user-documentaion-85.png|center|link=Tactic_Clients_Support]] Tactic client support
* [[File:user-documentaion-86.png|center|link=Email-collector]] Tactic E-Mail Collector
* [[File:user-documentaion-87.png|center|link=Notification_Module]] Tactic Notification

User-Documentaion

2022-06-14T10:47:57Z

Admin:

Tactic ERP & CRM is a cloud-based, open-source Enterprise Resource Planning (ERP) solution. It is suitable for small and midsize enterprises, non-profit organizations, and freelancers.
=Quick Overview of Tactic=
* [[File:user-documentaion-01.png|center|link=https://localhost/tactic-wiki/index.php/What_is_TACTIC_%3F_Why_TACTIC]] Know About Tactic
* [[File:user-documentaion-02.png|center|link=https://tactic-wiki.alsoft.org/index.php/Management_Page]] Tactic Team
* [[File:user-documentaion-03.png|center|link=Opportunities_Page]] Opportunities from Tactic
* [[File:user-documentaion-04.png|center|link=Services_Page]] What Tactic Gives to its users
* [[File:user-documentaion-05.png|center|link=Project_Page]] How Tactic will Manage Client's
* [[File:user-documentaion-06.png|center|link=Payment_page]] Tactic Transaction Process

= Administration =
*[[File:user-documentaion-07.png|center|link=Tactic Membership Management]][[Tactic Membership Management]]
*[[File:user-documentaion-08.png|center|link=Automation]] Tactic Mailing Automation
*[[File:user-documentaion-09.png|center|link=Ftp]] Tactic FTP Supports
*[[File:user-documentaion-10.png|center|link=Usage-modules]] Usage (by modules / applications)
*[[File:user-documentaion-11.png|center|link=ClickToDial_module]] Tactic ClickToDial Service
*[[File:user-documentaion-12.png|center|link=Lost-databse]] Lost my database password
*[[File:user-documentaion-13.png|center|link=Point_Of_Sale_(TakePOS)]] How Point Of Sale Saves your Time
*[[File:user-documentaion-14.png|center|link=Agenda_Module]] Tactic Agenda Management
*[[File:user-documentaion-15.png|center|link=Dynamic_websites]] Create Dynamic Websites by Tactic ERP & CRM
*[[File:user-documentaion-16.png|center|link=Barcode_Module]] Tactic ERP & CRM Barcode Initialization
*[[File:user-documentaion-17.png|center|link=Zapier_module]] Tactic Zapier Modules
*[[File:user-documentaion-18.png|center|link=Third_Party_module]] Create Third-Party in Your Tactic
*[[File:user-documentaion-19.png|center|link=User_Permission]]User Permission
*[[File:user-documentaion-20.png|center|link=Tactic_Directory]]Tactic Directory
*[[File:user-documentaion-21.png|center|link=Tactic_Timezone_setup]]Tactic Timezone setup

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User Module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave Request Management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party Module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations Module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge Management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception Module]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor Invoice Module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Taxes & Special Expenses Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Banks & Cash Module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margins Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting Simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting Double entry Module]]

== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Orders Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:User-documentaion-58.png|center|link=Agenda_Module]][[Events/Agenda Module]]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags/Categories Module]]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports Module]]
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]

== Websites and other frontal applications ==
* [[File:User-documentaion-v2-32.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:User-documentaion-v2-34.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:User-documentaion-v2-38.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:User-documentaion-v2-39.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:User-documentaion-v2-40.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:User-documentaion-v2-41.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:User-documentaion-v2-42.png|center|link=External Site Module]][[External Site Module]]
* [[File:User-documentaion-v2-43.png|center|link=FTP_module]][[FTP Module]]
* [[File:User-documentaion-v2-44.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:User-documentaion-v2-45.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:User-documentaion-v2-46.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:User-documentaion-v2-47.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:User-documentaion-v2-48.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:User-documentaion-v2-49.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:User-documentaion-v2-50.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:User-documentaion-v2-51.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

= Tactic FAQ =

* [[File:user-documentaion-77.png|center|link=Performance]] Increase Performance
* [[File:user-documentaion-78.png|center|link=Release]] Tactic Release process
* [[File:user-documentaion-79.png|center|link=Remote]] Tactic remote access
* [[File:user-documentaion-80.png|center|link=Invoice-recover]] Delete Tactic invoice recovered
* [[File:user-documentaion-81.png|center|link=Troubleshooting]] Troubleshooting.
All of the other FAQs are available in the [[FAQ Category]] page for increasing the Tactic assistance for Tactic users.

= Tactic Resources =
* [[File:user-documentaion-82.png|center|link=Tactic_Time-zones]] [[Tactic Time-zones]]

= Customer Support =
* [[File:user-documentaion-83.png|center|link=Customer-invoice]] Tactic Customers Invoices
* [[File:user-documentaion-84.png|center|link=Management_Page]] Tactic HRM
* [[File:user-documentaion-85.png|center|link=Tactic_Clients_Support]] Tactic client support
* [[File:user-documentaion-86.png|center|link=Email-collector]] Tactic E-Mail Collector
* [[File:user-documentaion-87.png|center|link=Notification_Module]] Tactic Notification

General information on usage

2022-06-14T10:42:32Z

Admin:

= Staring the software =
Tactic needs to be installed in your desktop or you need to visit the website by writing the URL appropriately. However, the installation of Tactic can be different based on the configuration of your web server. Launching the application needs to be followed by the process of logging into the software by putting credentials into two fields:
'''Login Id'''
The users need to put down their log in credentials in the empty space. The log-in ID can be integrated with the email ID of the users for decreasing complexity.
'''Password'''
The users need to complete the log-in process by putting down their password. The password requires to be as incorporated in the last-step of installation process.

= Homepage =
After logging in the users will be able to see the homepage of Tactic. Homepage of the software contains menu bars. There are two types of menu bars in Tactic that you will be able to find, one vertical menu bar and one horizontal menu bar. There will be a number of boxes in the homepage including a box showing user login details, a box of statistics showing charts and graphs of all activated module. A box showing details of weather and more. The boxes can be modified by activating or deactivating Tactic modules in accordance with the users’ preferences. The users can proceed with modification of boxes by going through certain steps, which are: '''Home-> Setup-> Boxes'''.
= Menu usage in Tactic: =
The menus that are presented in the horizontal bar represent each of Tactic module. Hence, the menus of horizontal bar depends on the activation of the modules. You need to activate a module first to gain its access in the horizontal bar. For activating a module, you need to go to the vertical menu that persists in the home page of Tactic. The procedure of activating a menu is:

For using a module, you need to click on the menu associated with that particular module. Upon clicking on the menu you will find a different page, which shows the statistics of that particular module. On the vertical plane you can find different menus and options associated with the module. For example, if you need to create a new third-party you need to go through a simple step, which is:

However, the choices of menu depends on the choice of menu manager, which can be modified by going to: '''Home-> Setup-> Boxes'''

= Objects =
Objects are the terms that are used to specify the managed records by the software. The objects can be an invoice, a bank account, a customer, a supplier, a user, a proposal and more. The objects are managed directly by the modules of Tactic. The users can create their own objects based on their preferences.
Tactic shows objects in different colours based on the status of the object. Different colours associated with different status in Tactic is provided below:
* Draft Status – if an object is not yet validated it will be shown in white colour
* Validated Status – When an object is validated it will be shown in colour yellow.
* Processed, Active or Enabled Status – if the object has been processed it will be shown in green colour
* Cancelled Status – Cancelled objects are shown in white colour with a cross to signify the cancellation
* Error Status – objects with crucial issues ae shown in red colour.
= Search =
Search field is attached with each and every menu for increasing the convenience of the users. Search for a particular object will be generated based on reference, notes, description and more. Search can be generated by putting down amount as well.

Tactic-modules

2022-06-10T11:40:05Z

Admin: /* Interfaces with external systems */

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User Module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave Request Management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party Module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations Module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge Management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception Module]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor Invoice Module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Taxes & Special Expenses Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Banks & Cash Module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margins Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting Simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting Double entry Module]]

== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Orders Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:User-documentaion-58.png|center|link=Agenda_Module]][[Events/Agenda Module]]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags/Categories Module]]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports Module]]
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]

== Websites and other frontal applications ==
* [[File:User-documentaion-v2-32.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:User-documentaion-v2-34.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:User-documentaion-v2-38.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:User-documentaion-v2-39.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:User-documentaion-v2-40.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:User-documentaion-v2-41.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:User-documentaion-v2-42.png|center|link=External Site Module]][[External Site Module]]
* [[File:User-documentaion-v2-43.png|center|link=FTP_module]][[FTP Module]]
* [[File:User-documentaion-v2-44.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:User-documentaion-v2-45.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:User-documentaion-v2-46.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:User-documentaion-v2-47.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:User-documentaion-v2-48.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:User-documentaion-v2-49.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:User-documentaion-v2-50.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:User-documentaion-v2-51.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

Tactic-modules

2022-06-10T11:39:49Z

Admin: /* Websites and other frontal applications */

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User Module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave Request Management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party Module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations Module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge Management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception Module]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor Invoice Module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Taxes & Special Expenses Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Banks & Cash Module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margins Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting Simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting Double entry Module]]

== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Orders Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:User-documentaion-58.png|center|link=Agenda_Module]][[Events/Agenda Module]]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags/Categories Module]]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports Module]]
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]

== Websites and other frontal applications ==
* [[File:User-documentaion-v2-32.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:user-documentaion-32.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:user-documentaion-32.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:user-documentaion-32.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:user-documentaion-32.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:user-documentaion-72.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:user-documentaion-73.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:user-documentaion-45.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:user-documentaion-45.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:user-documentaion-45.png|center|link=External Site Module]][[External Site Module]]
* [[File:user-documentaion-40.png|center|link=FTP_module]][[FTP Module]]
* [[File:user-documentaion-40.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:user-documentaion-40.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:user-documentaion-40.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:user-documentaion-40.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:user-documentaion-31.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:user-documentaion-31.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:user-documentaion-31.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:user-documentaion-31.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

Tactic-modules

2022-06-10T11:39:34Z

Admin: /* Multi-modules tools */

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User Module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave Request Management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party Module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations Module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge Management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception Module]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor Invoice Module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Taxes & Special Expenses Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Banks & Cash Module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margins Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting Simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting Double entry Module]]

== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Orders Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:User-documentaion-58.png|center|link=Agenda_Module]][[Events/Agenda Module]]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags/Categories Module]]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports Module]]
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]

== Websites and other frontal applications ==
* [[File:user-documentaion-55.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:user-documentaion-71.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:user-documentaion-32.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:user-documentaion-32.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:user-documentaion-32.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:user-documentaion-32.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:user-documentaion-72.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:user-documentaion-73.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:user-documentaion-45.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:user-documentaion-45.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:user-documentaion-45.png|center|link=External Site Module]][[External Site Module]]
* [[File:user-documentaion-40.png|center|link=FTP_module]][[FTP Module]]
* [[File:user-documentaion-40.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:user-documentaion-40.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:user-documentaion-40.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:user-documentaion-40.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:user-documentaion-31.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:user-documentaion-31.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:user-documentaion-31.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:user-documentaion-31.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

Tactic-modules

2022-06-10T11:39:14Z

Admin: /* Projects/Collaborative work */

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User Module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave Request Management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party Module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations Module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge Management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception Module]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor Invoice Module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Taxes & Special Expenses Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Banks & Cash Module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margins Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting Simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting Double entry Module]]

== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Orders Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:User-documentaion-58.png|center|link=Agenda_Module]][[Events/Agenda Module]]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:user-documentaion-59.png|center|link=Categories_Module]][[Tags/Categories Module]]
* [[File:user-documentaion-59.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:user-documentaion-29.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:user-documentaion-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:user-documentaion-74.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:user-documentaion-42.png|center|link=Import_module]][[Data imports Module]]
* [[File:user-documentaion-39.png|center|link=Exports_Module]][[Data exports Module]]

== Websites and other frontal applications ==
* [[File:user-documentaion-55.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:user-documentaion-71.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:user-documentaion-32.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:user-documentaion-32.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:user-documentaion-32.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:user-documentaion-32.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:user-documentaion-72.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:user-documentaion-73.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:user-documentaion-45.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:user-documentaion-45.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:user-documentaion-45.png|center|link=External Site Module]][[External Site Module]]
* [[File:user-documentaion-40.png|center|link=FTP_module]][[FTP Module]]
* [[File:user-documentaion-40.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:user-documentaion-40.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:user-documentaion-40.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:user-documentaion-40.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:user-documentaion-31.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:user-documentaion-31.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:user-documentaion-31.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:user-documentaion-31.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

Tactic-modules

2022-06-10T11:38:58Z

Admin: /* Product Management (PM) */

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User Module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave Request Management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party Module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations Module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge Management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception Module]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor Invoice Module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Taxes & Special Expenses Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Banks & Cash Module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margins Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting Simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting Double entry Module]]

== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Orders Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:user-documentaion-25.png|center|link=Agenda_Module]][[Events/Agenda Module]]
* [[File:user-documentaion-59.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:user-documentaion-59.png|center|link=Categories_Module]][[Tags/Categories Module]]
* [[File:user-documentaion-59.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:user-documentaion-29.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:user-documentaion-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:user-documentaion-74.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:user-documentaion-42.png|center|link=Import_module]][[Data imports Module]]
* [[File:user-documentaion-39.png|center|link=Exports_Module]][[Data exports Module]]

== Websites and other frontal applications ==
* [[File:user-documentaion-55.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:user-documentaion-71.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:user-documentaion-32.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:user-documentaion-32.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:user-documentaion-32.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:user-documentaion-32.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:user-documentaion-72.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:user-documentaion-73.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:user-documentaion-45.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:user-documentaion-45.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:user-documentaion-45.png|center|link=External Site Module]][[External Site Module]]
* [[File:user-documentaion-40.png|center|link=FTP_module]][[FTP Module]]
* [[File:user-documentaion-40.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:user-documentaion-40.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:user-documentaion-40.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:user-documentaion-40.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:user-documentaion-31.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:user-documentaion-31.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:user-documentaion-31.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:user-documentaion-31.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

Tactic-modules

2022-06-10T11:38:39Z

Admin: /* Financial Modules (Accounting/Treasury) */

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User Module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave Request Management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party Module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations Module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge Management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception Module]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor Invoice Module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Taxes & Special Expenses Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Banks & Cash Module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margins Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting Simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting Double entry Module]]

== Product Management (PM) ==
* [[File:user-documentaion-56.png|center|link=Product Module]][[Product Module]]
* [[File:user-documentaion-62.png|center|link=Services Module]][[Services Module]]
* [[File:user-documentaion-64.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:user-documentaion-64.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:user-documentaion-64.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:user-documentaion-64.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:user-documentaion-64.png|center|link=Manufacturing_Order_Module]][[Manufacturing Orders Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:user-documentaion-25.png|center|link=Agenda_Module]][[Events/Agenda Module]]
* [[File:user-documentaion-59.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:user-documentaion-59.png|center|link=Categories_Module]][[Tags/Categories Module]]
* [[File:user-documentaion-59.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:user-documentaion-29.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:user-documentaion-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:user-documentaion-74.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:user-documentaion-42.png|center|link=Import_module]][[Data imports Module]]
* [[File:user-documentaion-39.png|center|link=Exports_Module]][[Data exports Module]]

== Websites and other frontal applications ==
* [[File:user-documentaion-55.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:user-documentaion-71.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:user-documentaion-32.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:user-documentaion-32.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:user-documentaion-32.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:user-documentaion-32.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:user-documentaion-72.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:user-documentaion-73.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:user-documentaion-45.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:user-documentaion-45.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:user-documentaion-45.png|center|link=External Site Module]][[External Site Module]]
* [[File:user-documentaion-40.png|center|link=FTP_module]][[FTP Module]]
* [[File:user-documentaion-40.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:user-documentaion-40.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:user-documentaion-40.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:user-documentaion-40.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:user-documentaion-31.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:user-documentaion-31.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:user-documentaion-31.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:user-documentaion-31.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

Tactic-modules

2022-06-10T11:38:13Z

Admin: /* Vendor Relationship Management (VRM) */

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User Module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave Request Management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party Module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations Module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge Management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception Module]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Tax_Module]][[Taxes & Special Expenses Module]]
* [[File:user-documentaion-70.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:user-documentaion-70.png|center|link=Loans Module]][[Loans Module]]
* [[File:user-documentaion-70.png|center|link=Donation_Module]][[Donation Module]]
* [[File:user-documentaion-70.png|center|link=Bank_and_cash_module]][[Banks & Cash Module]]
* [[File:user-documentaion-70.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:user-documentaion-70.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:user-documentaion-70.png|center|link=Margin_Module]][[Margins Module]]
* [[File:user-documentaion-70.png|center|link=Accounting_simplified_Module]][[Accounting Simplified Module]]
* [[File:user-documentaion-70.png|center|link=Accounting_double_entry_Module]][[Accounting Double entry Module]]

== Product Management (PM) ==
* [[File:user-documentaion-56.png|center|link=Product Module]][[Product Module]]
* [[File:user-documentaion-62.png|center|link=Services Module]][[Services Module]]
* [[File:user-documentaion-64.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:user-documentaion-64.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:user-documentaion-64.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:user-documentaion-64.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:user-documentaion-64.png|center|link=Manufacturing_Order_Module]][[Manufacturing Orders Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:user-documentaion-25.png|center|link=Agenda_Module]][[Events/Agenda Module]]
* [[File:user-documentaion-59.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:user-documentaion-59.png|center|link=Categories_Module]][[Tags/Categories Module]]
* [[File:user-documentaion-59.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:user-documentaion-29.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:user-documentaion-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:user-documentaion-74.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:user-documentaion-42.png|center|link=Import_module]][[Data imports Module]]
* [[File:user-documentaion-39.png|center|link=Exports_Module]][[Data exports Module]]

== Websites and other frontal applications ==
* [[File:user-documentaion-55.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:user-documentaion-71.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:user-documentaion-32.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:user-documentaion-32.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:user-documentaion-32.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:user-documentaion-32.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:user-documentaion-72.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:user-documentaion-73.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:user-documentaion-45.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:user-documentaion-45.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:user-documentaion-45.png|center|link=External Site Module]][[External Site Module]]
* [[File:user-documentaion-40.png|center|link=FTP_module]][[FTP Module]]
* [[File:user-documentaion-40.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:user-documentaion-40.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:user-documentaion-40.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:user-documentaion-40.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:user-documentaion-31.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:user-documentaion-31.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:user-documentaion-31.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:user-documentaion-31.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

Tactic-modules

2022-06-10T11:37:54Z

Admin: /* Customer Relationship Management (CRM) */

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User Module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave Request Management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party Module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations Module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge Management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:user-documentaion-70.png|center|link=Reception]][[Reception Module]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Tax_Module]][[Taxes & Special Expenses Module]]
* [[File:user-documentaion-70.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:user-documentaion-70.png|center|link=Loans Module]][[Loans Module]]
* [[File:user-documentaion-70.png|center|link=Donation_Module]][[Donation Module]]
* [[File:user-documentaion-70.png|center|link=Bank_and_cash_module]][[Banks & Cash Module]]
* [[File:user-documentaion-70.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:user-documentaion-70.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:user-documentaion-70.png|center|link=Margin_Module]][[Margins Module]]
* [[File:user-documentaion-70.png|center|link=Accounting_simplified_Module]][[Accounting Simplified Module]]
* [[File:user-documentaion-70.png|center|link=Accounting_double_entry_Module]][[Accounting Double entry Module]]

== Product Management (PM) ==
* [[File:user-documentaion-56.png|center|link=Product Module]][[Product Module]]
* [[File:user-documentaion-62.png|center|link=Services Module]][[Services Module]]
* [[File:user-documentaion-64.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:user-documentaion-64.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:user-documentaion-64.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:user-documentaion-64.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:user-documentaion-64.png|center|link=Manufacturing_Order_Module]][[Manufacturing Orders Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:user-documentaion-25.png|center|link=Agenda_Module]][[Events/Agenda Module]]
* [[File:user-documentaion-59.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:user-documentaion-59.png|center|link=Categories_Module]][[Tags/Categories Module]]
* [[File:user-documentaion-59.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:user-documentaion-29.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:user-documentaion-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:user-documentaion-74.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:user-documentaion-42.png|center|link=Import_module]][[Data imports Module]]
* [[File:user-documentaion-39.png|center|link=Exports_Module]][[Data exports Module]]

== Websites and other frontal applications ==
* [[File:user-documentaion-55.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:user-documentaion-71.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:user-documentaion-32.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:user-documentaion-32.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:user-documentaion-32.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:user-documentaion-32.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:user-documentaion-72.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:user-documentaion-73.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:user-documentaion-45.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:user-documentaion-45.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:user-documentaion-45.png|center|link=External Site Module]][[External Site Module]]
* [[File:user-documentaion-40.png|center|link=FTP_module]][[FTP Module]]
* [[File:user-documentaion-40.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:user-documentaion-40.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:user-documentaion-40.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:user-documentaion-40.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:user-documentaion-31.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:user-documentaion-31.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:user-documentaion-31.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:user-documentaion-31.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

Tactic-modules

2022-06-10T11:37:20Z

Admin: /* Human Resource Management (HR) */

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User Module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave Request Management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:user-documentaion-66.png|center|link=Third_Party_module]][[Third Party Module]]
* [[File:user-documentaion-66.png|center|link=Commercial_Proposal_module]][[Quotations Module]]
* [[File:user-documentaion-60.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:user-documentaion-63.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:user-documentaion-33.png|center|link=Contract_Module]][[Contract Module]]
* [[File:user-documentaion-43.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:user-documentaion-67.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:user-documentaion-67.png|center|link=Knowledge_management_Module]][[Knowledge Management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:user-documentaion-70.png|center|link=Reception]][[Reception Module]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Tax_Module]][[Taxes & Special Expenses Module]]
* [[File:user-documentaion-70.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:user-documentaion-70.png|center|link=Loans Module]][[Loans Module]]
* [[File:user-documentaion-70.png|center|link=Donation_Module]][[Donation Module]]
* [[File:user-documentaion-70.png|center|link=Bank_and_cash_module]][[Banks & Cash Module]]
* [[File:user-documentaion-70.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:user-documentaion-70.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:user-documentaion-70.png|center|link=Margin_Module]][[Margins Module]]
* [[File:user-documentaion-70.png|center|link=Accounting_simplified_Module]][[Accounting Simplified Module]]
* [[File:user-documentaion-70.png|center|link=Accounting_double_entry_Module]][[Accounting Double entry Module]]

== Product Management (PM) ==
* [[File:user-documentaion-56.png|center|link=Product Module]][[Product Module]]
* [[File:user-documentaion-62.png|center|link=Services Module]][[Services Module]]
* [[File:user-documentaion-64.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:user-documentaion-64.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:user-documentaion-64.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:user-documentaion-64.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:user-documentaion-64.png|center|link=Manufacturing_Order_Module]][[Manufacturing Orders Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:user-documentaion-25.png|center|link=Agenda_Module]][[Events/Agenda Module]]
* [[File:user-documentaion-59.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:user-documentaion-59.png|center|link=Categories_Module]][[Tags/Categories Module]]
* [[File:user-documentaion-59.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:user-documentaion-29.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:user-documentaion-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:user-documentaion-74.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:user-documentaion-42.png|center|link=Import_module]][[Data imports Module]]
* [[File:user-documentaion-39.png|center|link=Exports_Module]][[Data exports Module]]

== Websites and other frontal applications ==
* [[File:user-documentaion-55.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:user-documentaion-71.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:user-documentaion-32.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:user-documentaion-32.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:user-documentaion-32.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:user-documentaion-32.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:user-documentaion-72.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:user-documentaion-73.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:user-documentaion-45.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:user-documentaion-45.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:user-documentaion-45.png|center|link=External Site Module]][[External Site Module]]
* [[File:user-documentaion-40.png|center|link=FTP_module]][[FTP Module]]
* [[File:user-documentaion-40.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:user-documentaion-40.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:user-documentaion-40.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:user-documentaion-40.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:user-documentaion-31.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:user-documentaion-31.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:user-documentaion-31.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:user-documentaion-31.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

User-Documentaion

2022-06-10T11:34:05Z

Admin: /* Interfaces with external systems */

Tactic ERP & CRM is a cloud-based, open-source Enterprise Resource Planning (ERP) solution. It is suitable for small and midsize enterprises, non-profit organizations, and freelancers.
=Quick Overview of Tactic=
* [[File:user-documentaion-01.png|center|link=https://localhost/tactic-wiki/index.php/What_is_TACTIC_%3F_Why_TACTIC]] Know About Tactic
* [[File:user-documentaion-02.png|center|link=https://tactic-wiki.alsoft.org/index.php/Management_Page]] Tactic Team
* [[File:user-documentaion-03.png|center|link=Opportunities_Page]] Opportunities from Tactic
* [[File:user-documentaion-04.png|center|link=Services_Page]] What Tactic Gives to its users
* [[File:user-documentaion-05.png|center|link=https://tactic-wiki.alsoft.org/index.php/Project_Page]] How Tactic will Manage Client's
* [[File:user-documentaion-06.png|center|link=Payment_page]] Tactic Transaction Process

= Administration =
*[[File:user-documentaion-07.png|center|link=Tactic Membership Management]][[Tactic Membership Management]]
*[[File:user-documentaion-08.png|center|link=Automation]] Tactic Mailing Automation
*[[File:user-documentaion-09.png|center|link=Ftp]] Tactic FTP Supports
*[[File:user-documentaion-10.png|center|link=Usage-modules]] Usage (by modules / applications)
*[[File:user-documentaion-11.png|center|link=ClickToDial_module]] Tactic ClickToDial Service
*[[File:user-documentaion-12.png|center|link=Lost-databse]] Lost my database password
*[[File:user-documentaion-13.png|center|link=Point_Of_Sale_(TakePOS)]] How Point Of Sale Saves your Time
*[[File:user-documentaion-14.png|center|link=Agenda_Module]] Tactic Agenda Management
*[[File:user-documentaion-15.png|center|link=Dynamic_websites]] Create Dynamic Websites by Tactic ERP & CRM
*[[File:user-documentaion-16.png|center|link=Barcode_Module]] Tactic ERP & CRM Barcode Initialization
*[[File:user-documentaion-17.png|center|link=Zapier_module]] Tactic Zapier Modules
*[[File:user-documentaion-18.png|center|link=Third_Party_module]] Create Third-Party in Your Tactic
*[[File:user-documentaion-19.png|center|link=User_Permission]]User Permission
*[[File:user-documentaion-20.png|center|link=Tactic_Directory]]Tactic Directory
*[[File:user-documentaion-21.png|center|link=Tactic_Timezone_setup]]Tactic Timezone setup

= Tactic Modules/Applications=
Tactic is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:
== Human Resource Management (HR) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User Module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave Request Management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]

== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party Module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations Module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge Management Module]]

== Vendor Relationship Management (VRM) ==
* [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception Module]]
* [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]

== Financial Modules (Accounting/Treasury) ==
* [[File:user-documentaion-70.png|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [[File:user-documentaion-70.png|center|link=Vendor_invoice_module]][[Vendor Invoice Module]]
* [[File:User-documentaion-66.png|center|link=Tax_Module]][[Taxes & Special Expenses Module]]
* [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:User-documentaion-57.png|center|link=Loans Module]][[Loans Module]]
* [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
* [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Banks & Cash Module]]
* [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margins Module]]
* [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting Simplified Module]]
* [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting Double entry Module]]

== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Orders Module]]

== Projects/Collaborative work ==
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:User-documentaion-58.png|center|link=Agenda_Module]][[Events/Agenda Module]]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]

== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]

== Multi-modules tools ==
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags/Categories Module]]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports Module]]
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]

== Websites and other frontal applications ==
* [[File:User-documentaion-v2-32.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]

== Interfaces with external systems ==
* [[File:User-documentaion-v2-34.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notifications on business event]]
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email collector Module]]
* [[File:User-documentaion-v2-38.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* [[File:User-documentaion-v2-39.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:User-documentaion-v2-40.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:User-documentaion-v2-41.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:User-documentaion-v2-42.png|center|link=External Site Module]][[External Site Module]]
* [[File:User-documentaion-v2-43.png|center|link=FTP_module]][[FTP Module]]
* [[File:User-documentaion-v2-44.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:User-documentaion-v2-45.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:User-documentaion-v2-46.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:User-documentaion-v2-47.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:User-documentaion-v2-48.png|center|link=ClickToDial_module]][[ClickToDial Module]]
* [[File:User-documentaion-v2-49.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:User-documentaion-v2-50.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:User-documentaion-v2-51.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]

== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]

= Tactic FAQ =

* [[File:user-documentaion-77.png|center|link=Performance]] Increase Performance
* [[File:user-documentaion-78.png|center|link=Release]] Tactic Release process
* [[File:user-documentaion-79.png|center|link=Remote]] Tactic remote access
* [[File:user-documentaion-80.png|center|link=Invoice-recover]] Delete Tactic invoice recovered
* [[File:user-documentaion-81.png|center|link=Troubleshooting]] Troubleshooting.
All of the other FAQs are available in the [[FAQ Category]] page for increasing the Tactic assistance for Tactic users.

= Tactic Resources =
* [[File:user-documentaion-82.png|center|link=Tactic_Time-zones]] [[Tactic Time-zones]]

= Customer Support =
* [[File:user-documentaion-83.png|center|link=Customer-invoice]] Tactic Customers Invoices
* [[File:user-documentaion-84.png|center|link=Management_Page]] Tactic HRM
* [[File:user-documentaion-85.png|center|link=Tactic_Clients_Support]] Tactic client support
* [[File:user-documentaion-86.png|center|link=Email-collector]] Tactic E-Mail Collector
* [[File:user-documentaion-87.png|center|link=Notification_Module]] Tactic Notification

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