Difference between revisions of "User-Documentaion"

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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.
=Quick Overview of Tactic=
* [[File:user-documentaion-01.png|center|link=https://tactic-wiki.alsoft.org/index.php/Tactcic_Page]] Know What 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=https://tactic-wiki.alsoft.org/index.php/Opportunities_Page]] Opportunities from Tactic
* [[File:user-documentaion-04.png|center|link=https://tactic-wiki.alsoft.org/index.php/Services_Page]] What Tactic Gives Client's
* [[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=https://tactic-wiki.alsoft.org/index.php/Payment_page]] Tactic Transaction Process
= Administration =
*[[File:user-documentaion-07.png|center|link=https://tactic-wiki.alsoft.org/index.php/Membership]] Tactic Membership Management
*[[File:user-documentaion-08.png|center|link=https://tactic-wiki.alsoft.org/index.php/Automation]] Tactic Mailing Automation
*[[File:user-documentaion-09.png|center|link=https://tactic-wiki.alsoft.org/index.php/Ftp]] Tactic FTP Supports
*[[File:user-documentaion-10.png|center|link=https://tactic-wiki.alsoft.org/index.php/Usage-modules]] Usage (by modules / applications)
*[[File:user-documentaion-11.png|center|link=https://tactic-wiki.alsoft.org/index.php/Click-to-call]] Tactic Click to Call Service
*[[File:user-documentaion-12.png|center|link=https://tactic-wiki.alsoft.org/index.php/Lost-databse]] Lost my database password
*[[File:user-documentaion-13.png|center|link=https://tactic-wiki.alsoft.org/index.php/Point-of-sale]] How Point Of Sale Saves your Time
*[[File:user-documentaion-14.png|center|link=https://tactic-wiki.alsoft.org/index.php/Agenda]] Tactic Agenda Management
*[[File:user-documentaion-15.png|center|link=https://tactic-wiki.alsoft.org/index.php/Dynamic_websites]] Create Dynamic Websites by Tactic ERP & CRM
*[[File:user-documentaion-16.png|center|link=https://tactic-wiki.alsoft.org/index.php/Barcode]] Tactic ERP & CRM Barcode Initialization
*[[File:user-documentaion-17.png|center|link=https://tactic-wiki.alsoft.org/index.php/Zapier_module]] Tactic Zapier Modules
*[[File:user-documentaion-18.png|center|link=https://tactic-wiki.alsoft.org/index.php/Third-party]] Create Third-Party in Your Tactic
*[[File:user-documentaion-19.png|center]]User Permission
*[[File:user-documentaion-20.png|center]]Tactic Directory
*[[File:user-documentaion-21.png|center]]Tactic Timezone setup
= Tactic Modules/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.  
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]]General information on usage
* [[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:  
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:  
* [[File:user-documentaion-23.png|center]]Accounting simplified Module
= Human Resource Management (HR) =
* [[File:user-documentaion-24.png|center]]Accounting double entry Module
* [[File:user-documentaion-69.png|center|link=User Module]][[User Module]]
* [[File:user-documentaion-25.png|center]]Agenda Module
* [[File:user-documentaion-50.png|center|link=Members Module]][[Members Module]]
* [[File:user-documentaion-26.png|center]]BOM Module
* [[File:user-documentaion-38.png|center|link=Leave Request Management Module]][[Leave Request Management Module]]
* [[File:user-documentaion-27.png|center]]Bank and cash module
* [[File:user-documentaion-38.png|center|link=Expense Reports Module]][[Expense Reports Module]]
* [[File:user-documentaion-28.png|center]]Barcode Module
* [[File:user-documentaion-38.png|center|link=Recruitment Module]][[Recruitment Module]]
* [[File:user-documentaion-29.png|center]]Bookmark Module
 
* [[File:user-documentaion-30.png|center]]Categories Module
= Customer Relationship Management (CRM) =
* [[File:user-documentaion-31.png|center]]ClickToDial module
* [[File:user-documentaion-66.png|center|link=Third Party Module]][[Third Party Module]]
* [[File:user-documentaion-32.png|center]]Commercial Proposal module
* [[File:user-documentaion-66.png|center|link=Quotations Module]][[Quotations Module]]
* [[File:user-documentaion-33.png|center]]Contract Module
* [[File:user-documentaion-60.png|center|link=Sales Order Module]][[Sales Order Module]]
* [[File:user-documentaion-34.png|center]]Customer Invoice Module
* [[File:user-documentaion-63.png|center|link=Shipment Module]][[Shipment Module]]
* [[File:user-documentaion-35.png|center]]Donation Module
* [[File:user-documentaion-33.png|center|link=Contract Module]][[Contract Module]]
* [[File:user-documentaion-36.png|center]]Email Collector Module
* [[File:user-documentaion-43.png|center|link=Intervention Module]][[Intervention Module]]
* [[File:user-documentaion-37.png|center]]Emailing Module
* [[File:user-documentaion-67.png|center|link=Tickets Module]][[Tickets Module]]
* [[File:user-documentaion-38.png|center]]Expense Reports Module
* [[File:user-documentaion-67.png|center|link=Knowledge Management Module]][[Knowledge Management Module]]
* [[File:user-documentaion-39.png|center]]Exports Module
 
* [[File:user-documentaion-40.png|center]]FTP module
= Vendor Relationship Management (VRM) =
* [[File:user-documentaion-41.png|center]]HRM Module
*   [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-42.png|center]]Import module
*   [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:user-documentaion-43.png|center]]Intervention Module
*   [[File:user-documentaion-70.png|center|link=Reception]][[Reception Module]]
* [[File:user-documentaion-44.png|center]]Knowledge management Module
*   [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]
* [[File:user-documentaion-45.png|center]]LDAP Module
 
* [[File:user-documentaion-46.png|center]]Leave Module
= Financial Modules (Accounting/Treasury) =
* [[File:user-documentaion-47.png|center]]Lot/Serial Module
*   [[File:user-documentaion-70.png|center|link=Invoice Module]][[Invoice Module]]
* [[File:user-documentaion-48.png|center]]Manufacturing Order Module
*   [[File:user-documentaion-70.png|center|link=Taxes & Special Expenses Module]][[Taxes & Special Expenses Module]]
* [[File:user-documentaion-49.png|center]]Margin Module
*   [[File:user-documentaion-70.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:user-documentaion-50.png|center]]Members Module
*   [[File:user-documentaion-70.png|center|link=Loans Module]][[Loans Module]]
* [[File:user-documentaion-51.png|center]]Module-builder Module
*   [[File:user-documentaion-70.png|center|link=Donations Module]][[Donations Module]]
* [[File:user-documentaion-52.png|center]]Notification Module
*   [[File:user-documentaion-70.png|center|link=Banks & Cash Module]][[Banks & Cash Module]]
* [[File:user-documentaion-53.png|center]]Point of Sale (SimplePOS) Module
*   [[File:user-documentaion-70.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:user-documentaion-54.png|center]]Point Of Sale (TakePOS)
*   [[File:user-documentaion-70.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:user-documentaion-55.png|center]]Poll Module
*   [[File:user-documentaion-70.png|center|link=Margins Module]][[Margins Module]]
* [[File:user-documentaion-56.png|center]]Product Module
*   [[File:user-documentaion-70.png|center|link=Accounting Module]][[Accounting Module]]
* [[File:user-documentaion-57.png|center]]Project Module
 
* [[File:user-documentaion-58.png|center]]Purchase Order Module
= Product Management (PM) =
* [[File:user-documentaion-59.png|center]]Resources Module
* [[File:user-documentaion-56.png|center|link=Product Module]][[Product Module]]
* [[File:user-documentaion-60.png|center]]Sales Order Module
* [[File:user-documentaion-62.png|center|link=Services Module]][[Services Module]]
* [[File:user-documentaion-61.png|center]]Scheduled jobs Module
* [[File:user-documentaion-64.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:user-documentaion-62.png|center]]Services Module
* [[File:user-documentaion-64.png|center|link=Product Lots Module]][[Product Lots Module]]
* [[File:user-documentaion-63.png|center]]Shipment Module
* [[File:user-documentaion-64.png|center|link=Product Lots Module]][[Product Lots Module]]
* [[File:user-documentaion-64.png|center]]Stocks Module
* [[File:user-documentaion-64.png|center|link=Product Variants Module]][[ Product Variants Module]]
* [[File:user-documentaion-65.png|center]]Tax Module
* [[File:user-documentaion-64.png|center|link=Bills of Material Module]][[Bills of Material Module]]
* [[File:user-documentaion-66.png|center]]Third Party module
* [[File:user-documentaion-64.png|center|link=Manufacturing Orders Module]][[Manufacturing Orders Module]]
* [[File:user-documentaion-67.png|center]]Tickets Module
 
* [[File:user-documentaion-68.png|center]]Unalterable log Module
= Projects/Collaborative work =
* [[File:user-documentaion-69.png|center]]User module
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
*  [[File:user-documentaion-70.png|center]]Vendor invoice module
* [[File:user-documentaion-25.png|center|link=Events/Agenda Module]][[Events/Agenda Module]]
* [[File:user-documentaion-71.png|center]]Website Module
* [[File:user-documentaion-59.png|center|link=Resources Module]][[Resources Module]]
*   [[File:user-documentaion-72.png|center]]Web services REST API Module
 
*   [[File:user-documentaion-73.png|center]]Web service SOAP API Module
= Electronic Content Management (ECM) =
* [[File:user-documentaion-74.png|center]]Workflow Module
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]
* [[File:user-documentaion-75.png|center]]Workstation Module
* [[File:user-documentaion-76.png|center]]Zapier Module


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


* [[File:user-documentaion-77.png|center|link=https://tactic-wiki.alsoft.org/index.php/Performance]] Increase Performance
= Websites and other frontal applications =
* [[File:user-documentaion-78.png|center|link=https://tactic-wiki.alsoft.org/index.php/Release]] Tactic Release process
* [[File:user-documentaion-55.png|center|link=Poll, Survey or Vote Module]][[Poll, Survey or Vote Module]]
* [[File:user-documentaion-79.png|center|link=https://tactic-wiki.alsoft.org/index.php/Remote]] Tactic remote access
* [[File:user-documentaion-71.png|center|link=Website Module]][[Website Module]]
* [[File:user-documentaion-80.png|center|link=https://tactic-wiki.alsoft.org/index.php/Invoice-recover]] Delete Tactic invoice recovered
* [[File:user-documentaion-54.png|center|link=Point Of Sale (TakePOS)]][[Point Of Sale (TakePOS)]]
* [[File:user-documentaion-81.png|center|link=https://tactic-wiki.alsoft.org/index.php/Troubleshooting]] Troubleshooting.
All of the other FAQs are available in the [[FAQ Category]] page for increasing the Tactic assistance for Tactic users.


= Tactic Resources =
= Interfaces with external systems =
* [[File:user-documentaion-82.png|center]]Tactic Time-zones
* [[File:user-documentaion-32.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:user-documentaion-32.png|center|link=Notifications on business event]][[Notifications on business event]]
* [[File:user-documentaion-32.png|center|link=Mass 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]]


= Customer Support =
= System =
* [[File:user-documentaion-83.png|center|link=https://tactic-wiki.alsoft.org/index.php/Customer-invoice]] Tactic Customers Invoices
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]
* [[File:user-documentaion-84.png|center|link=https://tactic-wiki.alsoft.org/index.php/Management_Page]] Tactic HRM
* [[File:user-documentaion-85.png|center|link=https://tactic-wiki.alsoft.org/index.php/Clients_Support]] Tactic Leaves
* [[File:user-documentaion-86.png|center|link=https://tactic-wiki.alsoft.org/index.php/Email-collector]] Tactic E-Mail Collector
* [[File:user-documentaion-87.png|center|link=https://tactic-wiki.alsoft.org/index.php/Tacticwiki]] Tactic Notification

Revision as of 11:36, 9 April 2022

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.

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)

Customer Relationship Management (CRM)

Vendor Relationship Management (VRM)

Financial Modules (Accounting/Treasury)

Product Management (PM)

Projects/Collaborative work

Electronic Content Management (ECM)

Multi-modules tools

Websites and other frontal applications

Interfaces with external systems

System

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