Tactcic Page - Revision history

Admin at 05:26, 13 January 2022

2022-01-13T05:26:46Z

← Older revision		Revision as of 07:26, 13 January 2022
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	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. Primary features include sales management, human resource management, product, and stock management, financial management, billing, marketing management, and reporting, etc. Tactic includes a REST API that allows users to integrate with third-party applications.		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. Primary features include sales management, human resource management, product, and stock management, financial management, billing, marketing management, and reporting, etc. Tactic includes a REST API that allows users to integrate with third-party applications.
	Tactic is a cloud-based, paid software that provides Enterprise Resource Planning (ERP) solution. This CRM software is suitable for being used by the small and medium sized enterprises, non-profit organizations and freelancing units. Tactic provides diverse services regarding the organizational needs. Primary features of Tactic includes sales management, human resource management, financial management, employee management and etc. Tactic includes a REST API that allows users to integrate with third-party applications.		Tactic is a cloud-based, paid software that provides Enterprise Resource Planning (ERP) solution. This CRM software is suitable for being used by the small and medium sized enterprises, non-profit organizations and freelancing units. Tactic provides diverse services regarding the organizational needs. Primary features of Tactic includes sales management, human resource management, financial management, employee management and etc. Tactic includes a REST API that allows users to integrate with third-party applications.
	Why Tactic is beneficial?		Why Tactic is beneficial?

Admin: /* 1. CRM and Sales – */

2021-12-17T09:34:43Z

1. CRM and Sales –

← Older revision		Revision as of 11:34, 17 December 2021
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	* Analyze performance		* Analyze performance
	* Creating tickets automatically from emails		* Creating tickets automatically from emails
	* Following and answering tickets		* [https://tactic-wiki.alsoft.org/index.php/Tickets_Module Following and answering tickets]
	* Processing orders		* Processing orders
	* [https://tactic-wiki.alsoft.org/index.php/Shipment_Module Tracking shipments]		* [https://tactic-wiki.alsoft.org/index.php/Shipment_Module Tracking shipments]

Admin: /* 1. CRM and Sales – */

2021-12-17T09:29:27Z

1. CRM and Sales –

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	== 1. CRM and Sales – ==		== 1. CRM and Sales – ==

	CRM and sales module is capable of managing contacts and subscription related information within one single database. This provides a better opportunity for managing sales pipelines, quotes creation and order process. The contact and order information can be easily exported into a spreadsheet of any third-party application. Tactic will provide the users with an opportunity of		CRM and sales module is capable of managing contacts and subscription related information within one single database. This provides a better opportunity for managing sales pipelines, quotes creation and order process. The contact and order information can be easily exported into a spreadsheet of any third-party application. Tactic will provide the users with an opportunity of
	* [https://tactic-wiki.alsoft.org/index.php/Third_Party_module Creating prospects/ customers/ vendors]		* [https://tactic-wiki.alsoft.org/index.php/Third_Party_module Creating prospects/ customers/ vendors]
	* Prioritizing important proposals		* Prioritizing important proposals

Admin: /* 2. Human Resource Management (HRM)-- */

2021-12-17T09:29:14Z

2. Human Resource Management (HRM)--

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	== 2. Human Resource Management (HRM)-- ==		== 2. Human Resource Management (HRM)-- ==

	Human resource management module offers the employees a less complicated interface with a self-service functionality. The employees will be allowed to manage their leaves along with requesting time-off. The employees will be able to fill-up their time-table and expense reports accordingly. Managers will be easily able to approve leave requests, time-offs and reimbursement requests. The primary tasks that can be executed within this module are:		Human resource management module offers the employees a less complicated interface with a self-service functionality. The employees will be allowed to manage their leaves along with requesting time-off. The employees will be able to fill-up their time-table and expense reports accordingly. Managers will be easily able to approve leave requests, time-offs and reimbursement requests. The primary tasks that can be executed within this module are:
	* [https://tactic-wiki.alsoft.org/index.php/Members_Module Creating employee or stakeholders' as well as different members' account]		* [https://tactic-wiki.alsoft.org/index.php/Members_Module Creating employee or stakeholders' as well as different members' account]
	* Providing an informative interface to the employees regarding hierarchical structure		* Providing an informative interface to the employees regarding hierarchical structure

Admin: /* 10. Interfaces with external systems-- */

2021-12-17T07:26:13Z

10. Interfaces with external systems--

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	==10. Interfaces with external systems-- ==		==10. Interfaces with external systems-- ==
	This module establishes an engaging space including important external sources, which enhances user experience. This allows the users to:		This module establishes an engaging space including important external sources, which enhances user experience. This allows the users to:
	* Send email notification regarding any business event		* [https://tactic-wiki.alsoft.org/index.php/Emailing_Module Send email notification regarding any business event]
	* Synchronize social networking fields, such as skype, Facebook and twitter		* Synchronize social networking fields, such as skype, Facebook and twitter
	* Manage bulk emails in an efficient and organized manner		* Manage bulk emails in an efficient and organized manner
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	* Enable tactic REST server for gaining API server		* Enable tactic REST server for gaining API server
	* Enable tactic SOAP server for gaining API server		* Enable tactic SOAP server for gaining API server
	* Synchronize LADP directory		* [https://tactic-wiki.alsoft.org/index.php/LDAP_Module Synchronize LADP directory]
	* Enable OAUTH authentication		* Enable OAUTH authentication
	* Add external website link in form of a main menu icon		* Add external website link in form of a main menu icon
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	* Manage a PAYPAL customer payment page		* Manage a PAYPAL customer payment page
	* Manage a Stripe customer payment page		* Manage a Stripe customer payment page
	* Integrate with ClickToDial system		* [https://tactic-wiki.alsoft.org/index.php/ClickToDial_module Integrate with ClickToDial system]
	* Enable direct printing		* Enable direct printing
	* Use receipt printers, Mailman or SPIP interface, online Gravatar service, web DAV server		* Use receipt printers, Mailman or SPIP interface, online Gravatar service, web DAV server

Admin: /* 9. Websites and other frontal applications-- */

2021-12-17T07:24:41Z

9. Websites and other frontal applications--

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	==9. Websites and other frontal applications-- ==		==9. Websites and other frontal applications-- ==
	This module helps in managing external websites within the software, it provides help in managing polls and surveys, creation of websites, managing SimplePOS, and managing TakePOS. It provides an opportunity of:		This module helps in managing external websites within the software, it provides help in managing polls and surveys, creation of websites, managing SimplePOS, and managing TakePOS. It provides an opportunity of:
	* Creating online polls, surveys and votes, by engaging doodles, studs, RDVz etc.		* [https://tactic-wiki.alsoft.org/index.php/Poll_Module Creating online polls, surveys and votes, by engaging doodles, studs, RDVz etc.]
	* Developing websites with the assistance of a WYSIWYG editor, which is a webmaster or developer oriented CMS		* Developing websites with the assistance of a WYSIWYG editor, which is a webmaster or developer oriented CMS
	* Managing point of sale SimplePOS		* [https://tactic-wiki.alsoft.org/index.php/Point_of_Sale_(SimplePOS)_Module Managing point of sale SimplePOS]
	* Managing touchscreen POS for shops, restaurants and bars, however, this requires the connection of a touch screen POS with the user ERP		* [https://tactic-wiki.alsoft.org/index.php/Point_Of_Sale_(TakePOS) Managing touchscreen POS for shops, restaurants and bars, however, this requires the connection of a touch screen POS with the user ERP]



	==10. Interfaces with external systems-- ==		==10. Interfaces with external systems-- ==

Admin: /* 8. Multi-modules tools-- */

2021-12-17T07:22:54Z

8. Multi-modules tools--

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	* Adding a RSS page for better experience		* Adding a RSS page for better experience
	* Creating shortcuts and adding external and internal pages, which are used frequently		* Creating shortcuts and adding external and internal pages, which are used frequently
	* Managing barcodes		* [https://tactic-wiki.alsoft.org/index.php/Barcode_Module Managing barcodes]
	* Managing workflow by creating and updating object automatically		* [https://tactic-wiki.alsoft.org/index.php/Workflow_Module Managing workflow by creating and updating object automatically]
	* Importing and exporting data		* [https://tactic-wiki.alsoft.org/index.php/Import_module Importing] and [https://tactic-wiki.alsoft.org/index.php/Exports_Module exporting] data

	==9. Websites and other frontal applications-- ==		==9. Websites and other frontal applications-- ==

Admin: /* 6. Project collaborative work-- */

2021-12-17T07:19:58Z

6. Project collaborative work--

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	==6. Project collaborative work-- ==		==6. Project collaborative work-- ==
	This module helps in keeping all the project and collaboration related information at a single space. It helps the users in:		This module helps in keeping all the project and collaboration related information at a single space. It helps the users in:
	* Managing all projects, leads and opportunities		* [https://tactic-wiki.alsoft.org/index.php/Project_Module Managing all projects, leads and opportunities]
	* Tracking of events and agendas		* [https://tactic-wiki.alsoft.org/index.php/Agenda_Module Tracking of events and agendas]
	* Managing resources and assets, such as printers, cars, etc.		* [https://tactic-wiki.alsoft.org/index.php/Resources_Module Managing resources and assets, such as printers, cars, etc.]

	==7. Electronic content management-- ==		==7. Electronic content management-- ==

Admin: /* 5. Product management-- */

2021-12-17T07:18:18Z

5. Product management--

← Older revision		Revision as of 09:18, 17 December 2021
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	==5. Product management-- ==		==5. Product management-- ==
	This module is designed for providing the users with an effective product management infrastructure. It is capable of keeping all the detailed information about the products and its manufacturing orders. With the help of the product management module it is easy to:		This module is designed for providing the users with an effective product management infrastructure. It is capable of keeping all the detailed information about the products and its manufacturing orders. With the help of the product management module it is easy to:
	* Keeping all the product details		* [https://tactic-wiki.alsoft.org/index.php/Product_Module Keeping all the product details]
	* Keeping and managing all the service details as well		* [https://tactic-wiki.alsoft.org/index.php/Services_Module Keeping and managing all the service details as well]
	* Manage stocks		* [https://tactic-wiki.alsoft.org/index.php/Stocks_Module Manage stocks]
	* Managing product lots by serial number, product number and sell-date		* [https://tactic-wiki.alsoft.org/index.php/Lot/Serial_Module Managing product lots by serial number, product number and sell-date]
	* Create product ~~warrant~~ by specifying product sizes and colors		* Create product variant by specifying product sizes and colors
	* Define Bills of Material (BOM), which can be used for planning manufacturing orders		* [https://tactic-wiki.alsoft.org/index.php/BOM_Module Define Bills of Material (BOM), which can be used for planning manufacturing orders]
	* Keeping a track of manufacturing orders		* [https://tactic-wiki.alsoft.org/index.php/Manufacturing_Order_Module Keeping a track of manufacturing orders]

	==6. Project collaborative work-- ==		==6. Project collaborative work-- ==

Admin: /* 4. Financial Modules-- */

2021-12-17T07:11:17Z

4. Financial Modules--

← Older revision		Revision as of 09:11, 17 December 2021
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	== 4. Financial Modules-- ==		== 4. Financial Modules-- ==
	Financial module is a single space for accounting and treasury management. This module can be referred as one of the most important criterion that offers an easy management of an organization’s financial aspects. It allows the users to:		Financial module is a single space for accounting and treasury management. This module can be referred as one of the most important criterion that offers an easy management of an organization’s financial aspects. It allows the users to:
	* Manage invoices and credit notes		* [https://tactic-wiki.alsoft.org/index.php/Customer_Invoice_Module Manage invoices and credit notes]
	* Keep a track of taxes and other important expenses		* [https://tactic-wiki.alsoft.org/index.php/Tax_Module Keep a track of taxes and other important expenses]
	* Managing and keeping records of salary and salary dispatch		* Managing and keeping records of salary and salary dispatch
	* Managing user loans		* Managing user loans
	* Managing donations provided by the user		* [https://tactic-wiki.alsoft.org/index.php/Donation_Module Managing donations provided by the user]
	* Management of bank and loan accounts		* [https://tactic-wiki.alsoft.org/index.php/Bank_and_cash_module Management of bank and loan accounts]
	* Management of payment and credit transfer		* Management of payment and credit transfer
	* Management of payment by direct debit		* Management of payment by direct debit
	* Management of margins		* [https://tactic-wiki.alsoft.org/index.php/Margin_Module Management of margins]
	* Keeping all the accounting records in a safe and secure platform		* Keeping all the accounting records in a safe and secure platform