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| == 49. Reimbursement Management-- == | | == 1. Requisition Management-- == |
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| * Creating a user only requires saving a name, a login name, and a password. | | * [[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. |
| * Set a user e-mail and a nice corporate email signature. | | * [[File:main-discussion-tab-06.png|center]] Use the wizard to provision and stock your warehouses based on defined optimal quantities |
| * Define the hierarchy of your employees/users. | | * [[File:main-discussion-tab-07.png|center]] Use predefined and dynamic statistics pages to get useful information about your sales representative's performance. |
| * Creating an account for your employees will allow them to access data in Tactic and to interact with all the application features such as Third parties, Business documents, and other application modules according to the access control permissions that have been defined. | | * [[File:main-discussion-tab-10.png|center]] Send your order acknowledgment by Email directly from within the application. |
| * Admin must consider creating user groups, define permissions on those user groups, and assign users to those groups. | | * [[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. |
| * Saving an e-mail address on the user's card will allow the user to send emails from within Tactic. | | * [[File:main-discussion-tab-13.png|center]] Use your predefined email templates, so you don't even have to type any text. |
| * Many other options and data can be set, such as job position, gender, notes, attaching external files, status, etc.
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| == 50. Reporting/Analytics-- == | | == 2. Integration, Development-- == |
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| * The feature of Tactic analytics is very important for any business to control the business.
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| * Customers, suppliers, and prospects directory.
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| * Commercial Proposal management with pdf generator.
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| * Standing orders management.
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| * Reuse prospects and customer database to send mass emailing.
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| * Double entry accounting and general and auxiliary accounting.
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| * Predefined statistics page gives useful information of the company or sell representative performance.
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| == 51. Requisition Management-- ==
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| * If you are tracking your stock, then use the stock dispatching wizards to receive products in your warehouses.
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| * Create your orders from your customer sheet, or in a single click by reusing a signed proposal or contract to save time.
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| * Use the wizard to provision and stock your warehouses based on defined optimal quantities
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| * Use predefined and dynamic statistics pages to get useful information about your sales representative's performance.
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| * Send your order acknowledgment by Email directly from within the application.
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| * Take into consideration, open customer orders and open purchase orders and automatically calculate the correct quantity to buy.
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| * Use your predefined email templates, so you don't even have to type any text.
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| == 52. Resource Management-- ==
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| With self-service functionality, employees can manage their leave, request time off and fill out their timesheets and expense reports. Managers can approve time-off and expense reimbursement requests.
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| * Create your employee/user accounts.
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| * Define the hierarchy of your employees/users.
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| * Define an hourly rate for each of your employees.
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| * Set permissions for your users or groups.
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| * Personalize the display for each user.
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| * Leave requests, expenses reports, and timesheets.
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| * Define Job positions.
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| * Publish your open job positions.
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| == 6. Integration, Development-- ==
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| Integrate your ERP with any other application using Tactic's APIs, Triggers, and Hooks | | 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.
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| * Triggers and Hooks.
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| * Use your own LDAP server so your users will share the same password.
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| * Use the Payment modules (for example, PayPal, Stripe, PayBox...).
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| * Define the SMTP properties of your SMTP email hosting provider.
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| * Integrate Google services like Google Maps, Google Contacts, etc.
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| * Install external modules to synchronize your ERP with your e-Commerce platform (like Presta-shop, Magento, Woo-Commerce ...), etc.
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| * Computer Telephony Integration (CTI).
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| * One Time Password (OTP) or 2-Steps Authentication.
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| * Integrate external RSS inside your dashboard.
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| * Create the Module that you want to manage.
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| * Define the new Objects that you want to manage.
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| * Activate and test your application, change source code on the fly.
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| * Build the package and generate documentation in one click.
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| * Use the wizard to export any data.
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| * Use the import wizard to load or update data.
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| === 8. Productivity-- ===
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| The productivity module has a projects feature where users can manage projects and tasks. It integrates with the timesheet feature, enabling users to see the time spent on each task.
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| * Create Projects, Leads, or Opportunities.
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| * Define who can view or edit the project.
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| * You can also create sub-tasks.
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| * Record the time spent on Projects/Tasks.
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| * Follow your project or tasks.
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| * Project overview.
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| * Manually create events in the past or future.
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| * Setup module to define the events which need to be recorded automatically.
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| * View events in different agenda views.
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| == 10. Mobile Access-- ==
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| Your CRM (or Customer Relationship Management) system plays an important role in the functions of your business. Allowing it to be used from a Smartphone has significant benefits for your organization.
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| * The menu is managed by native applications.
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| * Integration with your phone or other applications is better through Tactic ERP & CRM Software.
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| * Upgrading Tactic ERP & CRM will not break its features.
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| * Tactic ERM & CRM use embedded image resources to reduce bandwidth.
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| * Tactic ERP & CRM Software uses internal cache for pages that should not change your original data.
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| * Edit PDF of quotes, invoices, orders, delivery notes, and interventions...
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| * Secure access via the mobile application to your Tactic intranet.
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| * Meeting with Clients.
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| * Sales and Productivity.
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| * Documentation and Processing on a single click.
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| == 14. Opportunity Management-- ==
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| Create your quotes as well as commercial proposals and send them by email from within the application. Enter events or set up reminders in the agenda. Link any data (events, quotes, orders ...) to your opportunities, so that you can easily find all information from the past with respect to the opportunity.
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| * Use your opportunities for a 360-degree view.
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| * Define an amount and a probability for winning your opportunities.
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| * reuse the project to create new tasks to begin and track the project executions.
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| * Change the status of your opportunities into "Won" or "Lost".
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| * Follow your open opportunities.
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| * Analysed your performance.
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| * Use the predefined statistics pages to get useful information about your company or about the performance of your sales representatives.
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| * Like any other data, export your Opportunities with the Export module, so you can reuse them with third-party tools...
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| == 21. Proposal Generation-- ==
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| A proposal or quote is a document you suggest to a customer to give him an idea of what you can do/sell at which price.
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| * Manage commercial proposals.
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| * Create your prospects or customers.
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| * Attach any notes or files to your prospect/customer sheet.
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| * Merge third parties to remove duplicate records...
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| * If you want, you can create one or several alternative addresses for each of your prospects or customers (one record/address for the director, another one for his or her assistant, another one for the delivery of legal service representative, etc.).
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| * Just modify the status in one click from the list view without even opening the prospect sheet...
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| * Set the status and potential of your prospects.
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| == 22. Prospecting Tools-- ==
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| These are the recommended tools but any tool compliant with PHP, MySQL, and Web standards can be used.
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| * An AMP server.
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| * Web-browser (Chrome / Firefox) + plugins.
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| * Squirrel-SQL or D-Beaver
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| * Install plugin Eclipse for PHP: PDT.
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| * Setup Eclipse to get sources.
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| * Install Pre-commit git hook.
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| == 33. Document Storage-- ==
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| * The efficient management of your documents is a major challenge for your organization.
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| * Document storage allows the organization, the classification, the display, the research and the consultation, and the management of the rights of access (confidentiality) of your digital documents.
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| * Automatically backup storage system.
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| * Document storage backup setting weekly or monthly.
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| * Tactic ERP & CRM Provides lost documents to its customer.
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| * Create document folders or files automatically using Tactic ERP & CRM Software.
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| * Auto cache set up a system to retrieve the data.
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| == 38. Expense Tracking-- ==
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| The expenses report feature offers a workflow to let your employees make their expense report. The manager will receive alerts to refuse or approve the expense report. You can also follow if it has been paid or not.
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| * Expense report requests.
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| * An E-mail is generated automatically and sent to the employee supervisor.
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| * Approve the expense report.
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| * As a manager, find all the expense reports waiting for your approval, and validate or refuse them.
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| * Link expense reports to your lead/projects and retrieve them in the project overview.
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| * Use the export wizard to export all the data required by your bookkeeper or by any payroll providers.
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| * Define the type of expense reports in the dictionaries, so you will be able to have accurate statistics.
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| == 39. Field Sales Management-- ==
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| * Export your orders with the Export module to reuse them with third-party tools,
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| * Analysed your sales or delivery performance.
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| * Use predefined and dynamic statistics pages to get useful information about your sales representative's performance.
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| * An Admin can close their orders automatically when all the shipments are completed.
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| * Use Business predefined email templates, so you don't even have to type any text.
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| * Create your orders from your customer sheet, or in a single click by reusing a signed proposal or contract to save time.
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| == 41. Inventory Management-- ==
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| * Retrieve any stock movement in your log record.
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| * Record business stock movement manually and/or configure the business application to increase or decrease your stock automatically.
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| * Automatic virtual stock and easy replenishment process.
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| * Define the desired quantity for each product so that the replenishment tool will be able to generate supplier orders automatically to restore the stock.
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| * Retrieve details of stocks and movements for a particular lot at any time.
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| * Use both your real stock and virtual stock to make your replenishment in just a few clicks...
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| == 54. Segmentation-- ==
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| * Describe your products or services in any language of your choice.
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| * Define your prices per customer segment, per quantity, or per customer.
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| * Choose the way Tactic will manage your stock automatically for you.
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| * Any data can be reused in other modules, thus saving you a lot of time.
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| * Track the performance of your products or services.
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| * 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).
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| * 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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| == 55. Shipping Management-- ==
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| * Create your shipments in one click from any order. Compare the quantity shipped with the quantity to ship.
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| * Generate the PDF of the shipment sheet and print it for your transporter or send it by email directly from the application to any partner.
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| * If necessary, you can also manage/generate a delivery receipt.
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| * Record of your stock movement is directly linked to the shipment.
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| * Define the planned date of delivery for each of your shipments so you can process them by priority or follow late shipments.
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| * Your stock is updated automatically when you make a new shipment.
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| * When creating a new picking sheet, the weight or volume of your items can both calculated automatically from predefined product data or manually defined.
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| == 56. Source Tracking-- ==
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| * A free, dedicated instance, only for you, with full admin access
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| * Integration with IDE tools like an eclipse was difficult. You may find plugins more easily with git-hub.
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| * The instance and data are yours and are dedicated for your use.
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| * Using the setup of the Agenda module, you can decide to automatically record events related to any business activity that occurs in the application.
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| * If the module Resources is activated, you can also assign resources to your event.
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| * Admin can use different rendering views to review your events (view by day, by week, by month, by the user, or the simple list).
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| * Anyone can assist you or engage in custom development if you need it.
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| == 57. Sourcing Management-- ==
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| * An embedded Agenda, like any common calendar, enhanced with features dedicated to your ERP and CRM system.
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| * Create in just two clicks, a dedicated, clean, and secure instance, and start to use it as if it was meant for production usage.
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| * View and search events using filters to view only the events you are interested in (by the user, customer, project, status, or type).
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| * You can take the route of custom development to achieve your business goals.
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| * Integration between the features/modules is ready and "in-the-box".
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| * Users are immediately able to work with the software, even without customization.
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| * Users always benefit from the latest features and innovations without losing any data.
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| == 60. Tax Management-- ==
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| * Tactic ERP & CRM Software has its auto-calculated tax system.
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| * Tactic ERP & CRM Software calculates two types of taxes, one is Centre Tax called CGST and another one is state tax called SGST.
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| * Tactic ERP & CRM Software has automatic round amount up to 4 digits tax calculation features.
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| * 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.
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| * In most countries, both methods are possible. In this case, just use method 1 that will be more accurate for accounting...
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| * Tactic has the feature for some countries may apply two or three taxes on each invoice line.
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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.
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| == 63. Transaction History-- ==
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| * Let your employees fill in their expenses reports. A permission system tells who can and can't record such requests.
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| * Use the export wizard to export all the data required by your bookkeeper or by any payroll providers.
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| * Follow which expense report was paid or not.
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| * As a manager, find all the expense reports waiting for your approval, and validate or refuse them.
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| * Define the type of expense reports in the dictionaries, so you will be able to have accurate statistics.
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| * The manager will receive alerts to refuse or approve the expense report. You can also follow if it has been paid or not.
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| * An E-mail is generated automatically and sent to the employee supervisor.
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| == 67. Alerts/Notifications-- ==
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| * Tactic Provides external module that gives Alerts or pop-ups about an event like meeting to attend, visit construction site today, call customer, etc…
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| * Anyone can get the dashboard alert that is called “Products: Stock Alert” to list products that are below the desired stock level.
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| * Tactic ERP & CRM Software can alert you or noticed you to buy some products from them by email or SMS notification.
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| * Tactic ERP & CRM Software can give you any special discount on any products by Email or SMS notification.
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| * Tactic ERP & CRM Software will alert you before the proper prior time of your Hosting expiration date.
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| * Tactic ERP & CRM Software alert you if they have any external module as well as product if they launched.
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| == 68. Approval Process Control-- ==
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| * The Approval process of Tactic ERP & CRM Software is done by E-mail as well as SMS confirmation.
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| * If you are tracking your stock, then use the stock dispatching wizards to receive products in your warehouses.
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| * Approval process done with a few clicks to confirmation of the customers...
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| * Tactic ERP & CRM Software has an online free payment gateway to gives its customers a good approval process experience.
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| * Admin can automate some steps in the Workflow module,
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| * Use the wizard to provision and stock your warehouses based on defined optimal quantities.
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| == 69. Bank Reconciliation-- ==
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| * Maintain a history of your bank receipts and review them without having to leave the application.
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| * Allow importing a file containing bank statements, then the user will be presented each line and reconcile them with Tactic elements.
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| * Make the reconciliation of your bank account from the same menu as your bank entries.
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| * Tactic also made automatic payment and conciliation of the bank statement.
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| * Get alerts when the number of records not reconciled becomes too high.
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| * Use filters to mark several line items at once as reconciled.
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| * It allows generating your vendor invoices, taxes, VAT, social charges, payment of the loan, and payment of invoice bills from a CSV bank statement file.
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| == 72. Contact Database-- ==
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| * If you have plenty of sales representatives in your team, then you can assign them to dedicated prospects or customers so that you can get statistics per sales representative (Sales, Margins, and Events, etc.).
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| * Just modify the status in one click from the list view without even opening the prospect sheet.
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| * Just enter the name of the third party and the type of the third party (prospect and/or customer) to create it in your database.
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| * Your prospects can be converted into customers automatically when a Quote or Commercial proposal is accepted.
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| * Attach any notes or files to your prospect/customer sheet.
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| * Assign such contacts to any business document (commercial proposals, orders, etc.) so that the correct name will be automatically filled in on any documents which are generated automatically by the system.
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| * List and filter your database based on any attribute, tag or status.
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| == 73. Contact Management-- ==
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| * Contact information can be exported into a spreadsheet or another third-party application.
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| * With self-service functionality, employees can manage their leave, request time off, and fill out their timesheets and expense reports.
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| * Send emails to your contacts directly from the application, using predefined email templates.
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| * Admin can import email addresses from different sources, and the software automatically discards duplicate emails.
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| * Define the hierarchy of your employees/users.
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| * Create your employee/user accounts.
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| * Set a user e-mail and a nice corporate email signature.
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| == 74. Contract/License Management-- ==
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| * Define an hourly rate for each of your employees.
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| * The billing and payment feature allows users to create invoices either manually or automatically and follow up on unpaid invoices.
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| * Create and convert your Quotes, Commercial proposals, Sale Orders, Interventions, Invoices...
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| * Admin will be able to see the cost applicable for the time spent by your employees as part of the profitability of your projects.
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| * Users can also organize content with the container architecture, create dynamic content and monitor search traffic.
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| * Set permissions for your users or groups.
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| * Personalize the display for each user.
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| == 76. Calendar/Reminder System-- ==
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| * Record your events in the embedded agenda: Past events for tracking purposes, or Future events for reminder purposes.
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| * Setup module to define the events which need to be recorded automatically.
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| * When a calendar event is created, an e-mail notification will be sent to the user assigned to this event.
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| * If the module Resources is activated, you can also assign resources to your event.
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| * Assign events to a customer/contact, project, and/or users.
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| * An integral event management platform, able to handle events of all types and sizes.
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| * Admin can include in the agenda view, any events that are recorded into an external calendar.
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| == 77. Cataloguing/Categorization-- ==
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| * 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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| * Manage your product and service catalog.
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| * Define your selling and/or buying prices, and keep a history of all your changes.
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| * Predefined and dynamic statistical reports allow you to view graphs, charts, and tables showing you the quantity and amount of products and services offered in proposals, orders, and/or invoices.
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| * Track the performance of your products or services
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| * reuse the Variant feature to generate variant products (similar products with a different color or size, for example).
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| * If you use the purchase features, the margins module may help you to review financial data and margins for each product or service.
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| == 78. Client Management-- ==
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| * Set the status and potential of your prospects.
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| * Create and convert your Quotes, Commercial proposals, Sale Orders, Interventions, Invoices...
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| * Follow-up your prospects, and your customers.
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| * Create your Lead/Opportunity.
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| * Your customer will be able to consult and download their proposals, orders, and invoices
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| * Allows your customers to create and view their tickets.
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| * Allows consultation of validated invoices (PDF download).
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| == 79. Client Portal-- ==
| | * [[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. |
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| * This module adds a public interface on which you can grant access to your customers.
| | == 3. Field Sales Management-- == |
| * Your customer will be able to consult and download their proposals, orders, and invoices | | * [[File:main-discussion-tab-28.png|center]] Export your orders with the Export module to reuse them with third-party tools |
| * Allows your customers to create and view their tickets. | | * [[File:main-discussion-tab-29.png|center]] Analysed your sales or delivery performance |
| * Allows consultation of validated invoices (PDF download). | | * [[File:main-discussion-tab-30.png|center]] Use predefined and dynamic statistics pages to get useful information about your sales representative's performance |
| * Allows consultation of validated quotes (PDF download). | | * [[File:main-discussion-tab-31.png|center]] An Admin can close their orders automatically when all the shipments are completed |
| * Allows viewing of shipments (PDF download). | | * [[File:main-discussion-tab-32.png|center]] Use Business predefined email templates, so you don't even have to type any text |
| * Allows viewing of validated orders (PDF download). | | * [[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 |
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| == 80. Completion Tracking-- == | | == 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 |
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| * Use the Tactic ERP & CRM Software according to your needs. Track Leads, Opportunities, Internal, Customer, or Supplier Projects. | | == 5. Segmentation-- == |
| * Create Projects, Leads, or Opportunities to your customers as well as clients. | | * [[File:main-discussion-tab-40.png|center]] Describe your products or services in any language of your choice |
| * An Admin can define properties on your tasks like planned workload and assign specific users. | | * [[File:main-discussion-tab-41.png|center]] Define your prices per customer segment, per quantity, or per customer |
| * track their progress and compare the progress with what you had initially planned. | | * [[File:main-discussion-tab-42.png|center]] Choose the way Tactic will manage your stock automatically for you |
| *Get the potential turnover of your leads instantly, weighed with the probability, to get a calculated (probable) future turnover. | | * [[File:main-discussion-tab-43.png|center]] Any data can be reused in other modules, thus saving you a lot of time |
| * Make the project public or select the employees and/or partners who can participate in the project. | | * [[File:main-discussion-tab-44.png|center]] Track the performance of your products or services |
| * Add the predefined fields of your choice to make the data more manageable, complete, and as accurate as you need it to be. | | * [[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 |
