Difference between revisions of "Talk:Main Page"
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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. Some of these include PayPal, Stripe, PayBox, Google Maps, Google Contacts, Google Calendar, Magento, Woo-Commerce, and more. It is compatible with Windows, Linux, and Mac operating 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. 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. Some of these include PayPal, Stripe, PayBox, Google Maps, Google Contacts, Google Calendar, Magento, Woo-Commerce, and more. It is compatible with Windows, Linux, and Mac operating systems. | ||
== 1. Requisition Management-- == | |||
* [[File:main-discussion-tab-05.png|center]] Create your orders from your customer sheet, or in a single click by reusing a signed proposal or contract to save time. | |||
* [[File:main-discussion-tab-06.png|center]] Use the wizard to provision and stock your warehouses based on defined optimal quantities | |||
* [[File:main-discussion-tab-07.png|center]] Use predefined and dynamic statistics pages to get useful information about your sales representative's performance. | |||
* [[File:main-discussion-tab-10.png|center]] Send your order acknowledgment by Email directly from within the application. | |||
* [[File:main-discussion-tab-11.png|center]] Take into consideration, open customer orders and open purchase orders and automatically calculate the correct quantity to buy. | |||
* [[File:main-discussion-tab-13.png|center]] Use your predefined email templates, so you don't even have to type any text. | |||
== 2. Integration, Development-- == | |||
Integrate your ERP with any other application using Tactic's APIs, Triggers, and Hooks | |||
* [[File:main-discussion-tab-12.png|center]] Extract any data or insert, update, or delete records using our new REST APIs. | |||
* [[File:main-discussion-tab-14.png|center]] Triggers and Hooks. | |||
* [[File:main-discussion-tab-15.png|center]] Use your own LDAP server so your users will share the same password. | |||
* [[File:main-discussion-tab-16.png|center]] Use the Payment modules (for example, PayPal, Stripe, PayBox...). | |||
* [[File:main-discussion-tab-16.png|center]] Define the SMTP properties of your SMTP email hosting provider. | |||
* [[File:main-discussion-tab-17.png|center]] Integrate Google services like Google Maps, Google Contacts, etc. | |||
* [[File:main-discussion-tab-18.png|center]] Install external modules to synchronize your ERP with your e-Commerce platform (like Presta-shop, Magento, Woo-Commerce ...), etc. | |||
* [[File:main-discussion-tab-19.png|center]] Computer Telephony Integration (CTI). | |||
* [[File:main-discussion-tab-20.png|center]] One Time Password (OTP) or 2-Steps Authentication. | |||
* [[File:main-discussion-tab-21.png|center]] Integrate external RSS inside your dashboard. | |||
* [[File:main-discussion-tab-22.png|center]] Create the Module that you want to manage. | |||
* [[File:main-discussion-tab-23.png|center]] Define the new Objects that you want to manage. | |||
* [[File:main-discussion-tab-24.png|center]] Activate and test your application, change source code on the fly. | |||
* [[File:main-discussion-tab-25.png|center]] Build the package and generate documentation in one click. | |||
* [[File:main-discussion-tab-26.png|center]] Use the wizard to export any data. | |||
* [[File:main-discussion-tab-27.png|center]] Use the import wizard to load or update data. | |||
== 3. Field Sales Management-- == | |||
* | * [[File:main-discussion-tab-28.png|center]] Export your orders with the Export module to reuse them with third-party tools | ||
* | * [[File:main-discussion-tab-29.png|center]] Analysed your sales or delivery performance | ||
* [[File:main-discussion-tab-30.png|center]] Use predefined and dynamic statistics pages to get useful information about your sales representative's performance | |||
* | * [[File:main-discussion-tab-31.png|center]] An Admin can close their orders automatically when all the shipments are completed | ||
* [[File:main-discussion-tab-32.png|center]] Use Business predefined email templates, so you don't even have to type any text | |||
* [[File:main-discussion-tab-33.png|center]] Create your orders from your customer sheet, or in a single click by reusing a signed proposal or contract to save time | |||
* | |||
* | |||
* | |||
== 4. | == 4. Inventory Management-- == | ||
* [[File:main-discussion-tab-34.png|center]] Retrieve any stock movement in your log record | |||
* [[File:main-discussion-tab-35.png|center]] Record business stock movement manually and/or configure the business application to increase or decrease your stock automatically | |||
* [[File:main-discussion-tab-36.png|center]] Automatic virtual stock and easy replenishment process | |||
* [[File:main-discussion-tab-37.png|center]] Define the desired quantity for each product so that the replenishment tool will be able to generate supplier orders automatically to restore the stock | |||
* [[File:main-discussion-tab-38.png|center]] Retrieve details of stocks and movements for a particular lot at any time | |||
* [[File:main-discussion-tab-39.png|center]] Use both your real stock and virtual stock to make your replenishment in just a few clicks | |||
== 5. Segmentation-- == | |||
* | * [[File:main-discussion-tab-40.png|center]] Describe your products or services in any language of your choice | ||
* [[File:main-discussion-tab-41.png|center]] Define your prices per customer segment, per quantity, or per customer | |||
* [[File:main-discussion-tab-42.png|center]] Choose the way Tactic will manage your stock automatically for you | |||
* | * [[File:main-discussion-tab-43.png|center]] Any data can be reused in other modules, thus saving you a lot of time | ||
* [[File:main-discussion-tab-44.png|center]] Track the performance of your products or services | |||
* | * [[File:main-discussion-tab-45.png|center]] Decide at a product level if you need to follow serial or lot numbers, by using the Stock module and let the application calculate your Weighted Average Price (WAP) | ||
* | * [[File:main-discussion-tab-46.png|center]] A lot of native data can be defined on the product and service cards such as sale prices, tax rate, duration or dimension, cost price, accounts, accounting, stocks, notes or add your own personalized custom fields | ||
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Latest revision as of 06:53, 1 April 2022
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. Some of these include PayPal, Stripe, PayBox, Google Maps, Google Contacts, Google Calendar, Magento, Woo-Commerce, and more. It is compatible with Windows, Linux, and Mac operating systems.
1. Requisition Management--
- Create your orders from your customer sheet, or in a single click by reusing a signed proposal or contract to save time.
- Use the wizard to provision and stock your warehouses based on defined optimal quantities
- Use predefined and dynamic statistics pages to get useful information about your sales representative's performance.
- Send your order acknowledgment by Email directly from within the application.
- Take into consideration, open customer orders and open purchase orders and automatically calculate the correct quantity to buy.
- Use your predefined email templates, so you don't even have to type any text.
2. Integration, Development--
Integrate your ERP with any other application using Tactic's APIs, Triggers, and Hooks
- Extract any data or insert, update, or delete records using our new REST APIs.
- Triggers and Hooks.
- Use your own LDAP server so your users will share the same password.
- Use the Payment modules (for example, PayPal, Stripe, PayBox...).
- Define the SMTP properties of your SMTP email hosting provider.
- Integrate Google services like Google Maps, Google Contacts, etc.
- Install external modules to synchronize your ERP with your e-Commerce platform (like Presta-shop, Magento, Woo-Commerce ...), etc.
- Computer Telephony Integration (CTI).
- One Time Password (OTP) or 2-Steps Authentication.
- Integrate external RSS inside your dashboard.
- Create the Module that you want to manage.
- Define the new Objects that you want to manage.
- Activate and test your application, change source code on the fly.
- Build the package and generate documentation in one click.
- Use the wizard to export any data.
- Use the import wizard to load or update data.
3. Field Sales Management--
- Export your orders with the Export module to reuse them with third-party tools
- Analysed your sales or delivery performance
- Use predefined and dynamic statistics pages to get useful information about your sales representative's performance
- An Admin can close their orders automatically when all the shipments are completed
- Use Business predefined email templates, so you don't even have to type any text
- Create your orders from your customer sheet, or in a single click by reusing a signed proposal or contract to save time
4. Inventory Management--
- Retrieve any stock movement in your log record
- Record business stock movement manually and/or configure the business application to increase or decrease your stock automatically
- Automatic virtual stock and easy replenishment process
- Define the desired quantity for each product so that the replenishment tool will be able to generate supplier orders automatically to restore the stock
- Retrieve details of stocks and movements for a particular lot at any time
- Use both your real stock and virtual stock to make your replenishment in just a few clicks
5. Segmentation--
- Describe your products or services in any language of your choice
- Define your prices per customer segment, per quantity, or per customer
- Choose the way Tactic will manage your stock automatically for you
- Any data can be reused in other modules, thus saving you a lot of time
- Track the performance of your products or services
- Decide at a product level if you need to follow serial or lot numbers, by using the Stock module and let the application calculate your Weighted Average Price (WAP)
- A lot of native data can be defined on the product and service cards such as sale prices, tax rate, duration or dimension, cost price, accounts, accounting, stocks, notes or add your own personalized custom fields