Tactic Clients Support - Revision history

N.paul at 11:14, 7 July 2022

2022-07-07T11:14:40Z

← Older revision		Revision as of 13:14, 7 July 2022
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	Clients are the substance of a business, therefore, it is important to manage the clients with efficiency in order to eliminate unnecessary mistakes. Hence, Tactic ERP and CRM solution provides an upgraded client management system. The contents covered in this page are, client management, client portal, approval process control, tax management, and completion tracking.		Clients are the substance of a business, therefore, it is important to manage the clients with efficiency in order to eliminate unnecessary mistakes. Hence, Tactic ERP and CRM solution provides an upgraded client management system. The contents covered in this page are, client management, client portal, approval process control, tax management, and completion tracking.

	== 1. Client Management-- ==		== Client Management ==

	Client management features provided by tactic are:		Client management features provided by tactic are:
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	* Allowing consultation of validated invoices by providing the opportunity of PDF download		* Allowing consultation of validated invoices by providing the opportunity of PDF download

	== 2. Client Portal-- ==		== Client Portal ==

	This module adds a public interface on which the users can grant access to the customers. The primary features of this module are:		This module adds a public interface on which the users can grant access to the customers. The primary features of this module are:
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	* Allowing viewing of validated orders by PDF download feature		* Allowing viewing of validated orders by PDF download feature

	== 3. Approval Process Control-- ==		== Approval Process Control ==

	The Approval process of Tactic is performed by e-mail as well as SMS confirmation. The approval process control features of Tactic are:		The Approval process of Tactic is performed by e-mail as well as SMS confirmation. The approval process control features of Tactic are:
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	* [[Inter-modules_Workflow_Module\| Admin will be able to automate some steps in the Workflow module]]		* [[Inter-modules_Workflow_Module\| Admin will be able to automate some steps in the Workflow module]]

	== 4. Tax Management-- ==		== Tax Management ==

	Tactic ERP & CRM Software calculate two types of taxes, one is Central Tax called CGST and another one is state tax called SGST. The GST has applied automatically on each line (when added or edited). Value of rate for second tax PST is automatically extracted by the system from the dictionary table of VAT rates, for the GST vat rate line used and your country.		Tactic ERP & CRM Software calculate two types of taxes, one is Central Tax called CGST and another one is state tax called SGST. The GST has applied automatically on each line (when added or edited). Value of rate for second tax PST is automatically extracted by the system from the dictionary table of VAT rates, for the GST vat rate line used and your country.
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	== 5. Completion Tracking-- ==		== Completion Tracking ==

	Tactic can be used for tracking leads, opportunities, customers, prospects and suppliers along with the projects associated with them. The completion tracking features are:		Tactic can be used for tracking leads, opportunities, customers, prospects and suppliers along with the projects associated with them. The completion tracking features are:

Admin: /* 5. Completion Tracking-- */

2022-05-14T11:28:18Z

5. Completion Tracking--

← Older revision		Revision as of 13:28, 14 May 2022
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	Tactic can be used for tracking leads, opportunities, customers, prospects and suppliers along with the projects associated with them. The completion tracking features are:		Tactic can be used for tracking leads, opportunities, customers, prospects and suppliers along with the projects associated with them. The completion tracking features are:
	* [~~https://localhost/tactic-wiki/index.php/~~Projects_or_Leads_Module Creation of Projects, Leads, or Opportunities to customers as well as clients]		* [[Projects_or_Leads_Module\| Creation of Projects, Leads, or Opportunities to customers as well as clients]]
	* Definition of properties on the tasks, such as planned workload and assign specific users, by admins		* Definition of properties on the tasks, such as planned workload and assign specific users, by admins
	* Tracking the progress and compare the progress with what had initially planned.		* Tracking the progress and compare the progress with what had initially planned.

Admin: /* 3. Approval Process Control-- */

2022-05-14T11:26:00Z

3. Approval Process Control--

← Older revision		Revision as of 13:26, 14 May 2022
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	* Approval process can be performed with a few clicks to confirm the customers		* Approval process can be performed with a few clicks to confirm the customers
	* With an online free payment gateway to give the customers a good approval process experience is implemented in Tactic as well		* With an online free payment gateway to give the customers a good approval process experience is implemented in Tactic as well
	* [~~https://localhost/tactic-wiki/index.php/~~Inter-modules_Workflow_Module Admin will be able to automate some steps in the Workflow module]		* [[Inter-modules_Workflow_Module\| Admin will be able to automate some steps in the Workflow module]]

	== 4. Tax Management-- ==		== 4. Tax Management-- ==

Admin: /* 5. Completion Tracking-- */

2022-04-18T05:55:42Z

5. Completion Tracking--

← Older revision		Revision as of 07:55, 18 April 2022
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	Tactic can be used for tracking leads, opportunities, customers, prospects and suppliers along with the projects associated with them. The completion tracking features are:		Tactic can be used for tracking leads, opportunities, customers, prospects and suppliers along with the projects associated with them. The completion tracking features are:
	* [https://tactic-wiki~~.alsoft.org~~/index.php/~~Project_Module~~ Creation of Projects, Leads, or Opportunities to customers as well as clients]		* [https://localhost/tactic-wiki/index.php/Projects_or_Leads_Module Creation of Projects, Leads, or Opportunities to customers as well as clients]
	* Definition of properties on the tasks, such as planned workload and assign specific users, by admins		* Definition of properties on the tasks, such as planned workload and assign specific users, by admins
	* Tracking the progress and compare the progress with what had initially planned.		* Tracking the progress and compare the progress with what had initially planned.

Admin: /* 3. Approval Process Control-- */

2022-04-18T05:53:49Z

3. Approval Process Control--

← Older revision		Revision as of 07:53, 18 April 2022
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	* Approval process can be performed with a few clicks to confirm the customers		* Approval process can be performed with a few clicks to confirm the customers
	* With an online free payment gateway to give the customers a good approval process experience is implemented in Tactic as well		* With an online free payment gateway to give the customers a good approval process experience is implemented in Tactic as well
	* [https://tactic-wiki~~.alsoft.org~~/index.php/~~Workflow_Module~~ Admin will be able to automate some steps in the Workflow module]		* [https://localhost/tactic-wiki/index.php/Inter-modules_Workflow_Module Admin will be able to automate some steps in the Workflow module]

	== 4. Tax Management-- ==		== 4. Tax Management-- ==

Admin: Admin moved page Clients Support to Tactic Clients Support

2022-04-10T16:24:29Z

Admin moved page Clients Support to Tactic Clients Support

← Older revision	Revision as of 18:24, 10 April 2022
(No difference)

Admin: /* 5. Completion Tracking-- */

2021-12-20T05:34:55Z

5. Completion Tracking--

← Older revision		Revision as of 07:34, 20 December 2021
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	Tactic can be used for tracking leads, opportunities, customers, prospects and suppliers along with the projects associated with them. The completion tracking features are:		Tactic can be used for tracking leads, opportunities, customers, prospects and suppliers along with the projects associated with them. The completion tracking features are:
	* Creation of Projects, Leads, or Opportunities to customers as well as clients.		* [https://tactic-wiki.alsoft.org/index.php/Project_Module Creation of Projects, Leads, or Opportunities to customers as well as clients]
	* Definition of properties on the tasks, such as planned workload and assign specific users, by admins		* Definition of properties on the tasks, such as planned workload and assign specific users, by admins
	* Tracking the progress and compare the progress with what had initially planned.		* Tracking the progress and compare the progress with what had initially planned.

Admin: /* 3. Approval Process Control-- */

2021-12-17T12:19:19Z

3. Approval Process Control--

← Older revision		Revision as of 14:19, 17 December 2021
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	* Approval process can be performed with a few clicks to confirm the customers		* Approval process can be performed with a few clicks to confirm the customers
	* With an online free payment gateway to give the customers a good approval process experience is implemented in Tactic as well		* With an online free payment gateway to give the customers a good approval process experience is implemented in Tactic as well
	* Admin will be able to automate some steps in the Workflow module		* [https://tactic-wiki.alsoft.org/index.php/Workflow_Module Admin will be able to automate some steps in the Workflow module]

	== 4. Tax Management-- ==		== 4. Tax Management-- ==

Admin at 12:07, 8 December 2021

2021-12-08T12:07:55Z

← Older revision		Revision as of 14:07, 8 December 2021
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	Clients are the substance of a business, therefore, it is important to manage the clients with efficiency in order to eliminate unnecessary mistakes. Hence, Tactic ERP and CRM solution provides an upgraded client management system. The contents covered in this page are, client management, client portal, approval process control, tax management, and completion tracking.		Clients are the substance of a business, therefore, it is important to manage the clients with efficiency in order to eliminate unnecessary mistakes. Hence, Tactic ERP and CRM solution provides an upgraded client management system. The contents covered in this page are, client management, client portal, approval process control, tax management, and completion tracking.

	== 1. Client Management-- ==		== 1. Client Management-- ==

Admin at 12:07, 8 December 2021

2021-12-08T12:07:34Z

← Older revision		Revision as of 14:07, 8 December 2021
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	~~The GST has applied automatically on each line (when added or edited). Value of rate for second tax PST is automatically extracted by the system from~~ the ~~dictionary table~~ of ~~VAT rates~~, ~~for~~ the ~~GST vat rate line used and your country~~.		Clients are the substance of a business, therefore, it is important to manage the clients with efficiency in order to eliminate unnecessary mistakes. Hence, Tactic ERP and CRM solution provides an upgraded client management system. The contents covered in this page are, client management, client portal, approval process control, tax management, and completion tracking.
	Tactic ERP & CRM ~~Software calculate two types of taxes~~, ~~one is Central Tax called CGST~~ and ~~another one is state tax called SGST~~.

	== 1. Client Management-- ==		== 1. Client Management-- ==

	* ~~Set the~~ status and potential of ~~your~~ prospects.		Client management features provided by tactic are:
	* ~~Create~~ and ~~convert your~~ Quotes, Commercial proposals, Sale Orders, Interventions, Invoices...		* Setting status and potential of the prospects.
	* ~~Follow~~-up ~~your~~ prospects, and ~~your~~ customers.		* Creating and converting Quotes, Commercial proposals, Sale Orders, Interventions, Invoices.
	* ~~Create your~~ Lead/Opportunity.		* Following-up the prospects and customers.
	* ~~Your customer will~~ be able to consult and download their proposals, orders, and invoices		* Creating Lead or Opportunity.
	* ~~Allows your~~ customers to create and view their tickets.		* Customers can be able to consult and download their proposals, orders, and invoices
	* ~~Allows~~ consultation of validated invoices (PDF download).		* Allowing customers to create and view their tickets.
			* Allowing consultation of validated invoices by providing the opportunity of PDF download

	== 2. Client Portal-- ==		== 2. Client Portal-- ==

	* This module adds a public interface on which ~~you~~ can grant access to ~~your~~ customers.		This module adds a public interface on which the users can grant access to the customers. The primary features of this module are:
	* ~~Your customer will be able to consult~~ and ~~download~~ their proposals, orders, and invoices		* Grating customers the permission of consulting and downloading their proposals, orders, and invoices
	* ~~Allows your~~ customers to create and view their tickets.		* Allowing the customers to create and view their tickets
	* ~~Allows~~ consultation of validated invoices (PDF download).		* Allowing consultation of validated invoices by PDF download feature
	* ~~Allows~~ consultation of validated quotes (PDF download).		* Allowing consultation of validated quotes by PDF download feature
	* ~~Allows~~ viewing of shipments (PDF download).		* Allowing viewing of shipments by PDF download feature
	* ~~Allows~~ viewing of validated orders (PDF download).		* Allowing viewing of validated orders by PDF download feature

	== 3. Approval Process Control-- ==		== 3. Approval Process Control-- ==

	* The Approval process of Tactic ~~ERP & CRM Software~~ is ~~done~~ by E-mail as well as SMS confirmation.		The Approval process of Tactic is performed by e-mail as well as SMS confirmation. The approval process control features of Tactic are:
	* ~~If you are tracking your stock, then use the stock~~ dispatching wizards to ~~receive~~ products in ~~your~~ warehouses.		* Stock dispatching wizards can be used to track stock and to be notified in time of receiving products in warehouses.
	* Approval process ~~done~~ with a few clicks to ~~confirmation of~~ the customers~~...~~		* Approval process can be performed with a few clicks to confirm the customers
	* ~~Tactic ERP & CRM Software has~~ an online free payment gateway to ~~gives its~~ customers a good approval process experience.		* With an online free payment gateway to give the customers a good approval process experience is implemented in Tactic as well
	* Admin ~~can~~ automate some steps in the Workflow module,		* Admin will be able to automate some steps in the Workflow module
	* Use the wizard to provision and stock your warehouses based on defined optimal quantities.



	== 4. Tax Management-- ==		== 4. Tax Management-- ==

	* Tactic ERP & CRM Software has its auto-calculated tax system.		Tactic ERP & CRM Software calculate two types of taxes, one is Central Tax called CGST and another one is state tax called SGST. The GST has applied automatically on each line (when added or edited). Value of rate for second tax PST is automatically extracted by the system from the dictionary table of VAT rates, for the GST vat rate line used and your country.
	* Tactic ERP & CRM Software ~~calculates~~ two types of taxes, one is ~~Centre~~ Tax called CGST and another one is state tax called SGST.		* Tactic has an auto calculated tax system
	* Tactic ~~ERP & CRM Software~~ has ~~automatic~~ round amount up to 4 digits ~~tax calculation features.~~		* Tactic can calculate round amount up to 4 digits
	* In some ~~countries~~, calculations must always be done using method 1 for generating invoices. As this is the default calculation rule for Tactic, there is nothing to change from the default configuration.		* In some nations, calculations must always be done using method 1 for generating invoices. As this is the default calculation rule for Tactic, there is nothing to change from the default configuration.
	* In most ~~countries,~~ both ~~methods~~ are ~~possible. In this case~~, ~~just use method 1 that will~~ be ~~more accurate for accounting...~~		* In most of nations both of the calculation procedures are applicable, hence, Tactic can be beneficial in any place all around the world
	* Tactic ~~has the feature for some countries may apply~~ two or three taxes on each invoice line.		* Tactic can automatically two-three taxes on each invoice line
	* The GST has applied automatically on each line (when added or edited). Value of rate for second tax PST is automatically extracted by the system from the dictionary table of VAT rates, for the GST vat rate line used and ~~your~~ country.		* The GST has applied automatically on each line (when added or edited). Value of rate for second tax PST is automatically extracted by the system from the dictionary table of VAT rates, for the GST vat rate line used and country



	== 5. Completion Tracking-- ==		== 5. Completion Tracking-- ==

	* Use the Tactic ~~ERP & CRM Software according to your needs. Track Leads~~, ~~Opportunities~~, ~~Internal~~, ~~Customer, or Supplier Projects~~.		Tactic can be used for tracking leads, opportunities, customers, prospects and suppliers along with the projects associated with them. The completion tracking features are:
	* ~~Create~~ Projects, Leads, or Opportunities to ~~your~~ customers as well as clients.		* Creation of Projects, Leads, or Opportunities to customers as well as clients.
	* ~~An Admin can define~~ properties on ~~your~~ tasks ~~like~~ planned workload and assign specific users.		* Definition of properties on the tasks, such as planned workload and assign specific users, by admins
	* ~~track their~~ progress and compare the progress with what ~~you~~ had initially planned.		* Tracking the progress and compare the progress with what had initially planned.
	*~~Get~~ the potential turnover of ~~your~~ leads instantly, weighed with the probability, to get ~~a calculated (probable)~~ future turnover.		* Getting the potential turnover of leads instantly, weighed with the probability, to get an estimated future turnover.
	* ~~Make the project~~ public or select the employees and/or partners who can participate in the project.		* Making projects public or select the employees and/or partners who can participate in the project.
	* ~~Add~~ the predefined fields of ~~your~~ choice ~~to make~~ the data more manageable, complete, and as accurate ~~as you need it to be.~~		* Adding the predefined fields of user choice for making the data more manageable, complete, and as accurate for business purposes