Difference between revisions of "User-Documentaion"

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Tag: Reverted
Tag: Manual revert
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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|link=General information on usage]][[General information on usage]]
* [[File:user-documentaion-22.png|center]]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:  
= Human Resource Management (HR) =
* [[File:user-documentaion-23.png|center]]Accounting simplified Module
* [[File:user-documentaion-69.png|center|link=User Module]][[User Module]]
* [[File:user-documentaion-24.png|center]]Accounting double entry Module
* [[File:user-documentaion-50.png|center|link=Members Module]][[Members Module]]
* [[File:user-documentaion-25.png|center]]Agenda Module
* [[File:user-documentaion-38.png|center|link=Leave Request Management Module]][[Leave Request Management Module]]
* [[File:user-documentaion-26.png|center]]BOM Module
* [[File:user-documentaion-38.png|center|link=Expense Reports Module]][[Expense Reports Module]]
* [[File:user-documentaion-27.png|center]]Bank and cash module
* [[File:user-documentaion-38.png|center|link=Recruitment Module]][[Recruitment Module]]
* [[File:user-documentaion-28.png|center]]Barcode Module
 
* [[File:user-documentaion-29.png|center]]Bookmark Module
= Customer Relationship Management (CRM) =
* [[File:user-documentaion-30.png|center]]Categories Module
* [[File:user-documentaion-66.png|center|link=Third Party Module]][[Third Party Module]]
* [[File:user-documentaion-31.png|center]]ClickToDial module
* [[File:user-documentaion-66.png|center|link=Quotations Module]][[Quotations Module]]
* [[File:user-documentaion-32.png|center]]Commercial Proposal module
* [[File:user-documentaion-60.png|center|link=Sales Order Module]][[Sales Order Module]]
* [[File:user-documentaion-33.png|center]]Contract Module
* [[File:user-documentaion-63.png|center|link=Shipment Module]][[Shipment Module]]
* [[File:user-documentaion-34.png|center]]Customer Invoice Module
* [[File:user-documentaion-33.png|center|link=Contract Module]][[Contract Module]]
* [[File:user-documentaion-35.png|center]]Donation Module
* [[File:user-documentaion-43.png|center|link=Intervention Module]][[Intervention Module]]
* [[File:user-documentaion-36.png|center]]Email Collector Module
* [[File:user-documentaion-67.png|center|link=Tickets Module]][[Tickets Module]]
* [[File:user-documentaion-37.png|center]]Emailing Module
* [[File:user-documentaion-67.png|center|link=Knowledge Management Module]][[Knowledge Management Module]]
* [[File:user-documentaion-38.png|center]]Expense Reports Module
 
* [[File:user-documentaion-39.png|center]]Exports Module
= Vendor Relationship Management (VRM) =
* [[File:user-documentaion-40.png|center]]FTP module
*   [[File:user-documentaion-70.png|center|link=Vendor Module]][[Vendor Module]]
* [[File:user-documentaion-41.png|center]]HRM Module
*   [[File:user-documentaion-70.png|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[File:user-documentaion-42.png|center]]Import module
*   [[File:user-documentaion-70.png|center|link=Reception]][[Reception Module]]
* [[File:user-documentaion-43.png|center]]Intervention Module
*   [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]
* [[File:user-documentaion-44.png|center]]Knowledge management Module
 
* [[File:user-documentaion-45.png|center]]LDAP Module
= Financial Modules (Accounting/Treasury) =
* [[File:user-documentaion-46.png|center]]Leave Module
*   [[File:user-documentaion-70.png|center|link=Invoice Module]][[Invoice Module]]
* [[File:user-documentaion-47.png|center]]Lot/Serial Module
*   [[File:user-documentaion-70.png|center|link=Taxes & Special Expenses Module]][[Taxes & Special Expenses Module]]
* [[File:user-documentaion-48.png|center]]Manufacturing Order Module
*   [[File:user-documentaion-70.png|center|link=Salaries Module]][[Salaries Module]]
* [[File:user-documentaion-49.png|center]]Margin Module
*   [[File:user-documentaion-70.png|center|link=Loans Module]][[Loans Module]]
* [[File:user-documentaion-50.png|center]]Members Module
*   [[File:user-documentaion-70.png|center|link=Donations Module]][[Donations Module]]
* [[File:user-documentaion-51.png|center]]Module-builder Module
*   [[File:user-documentaion-70.png|center|link=Banks & Cash Module]][[Banks & Cash Module]]
* [[File:user-documentaion-52.png|center]]Notification Module
*   [[File:user-documentaion-70.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
* [[File:user-documentaion-53.png|center]]Point of Sale (SimplePOS) Module
*   [[File:user-documentaion-70.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
* [[File:user-documentaion-54.png|center]]Point Of Sale (TakePOS)
*   [[File:user-documentaion-70.png|center|link=Margins Module]][[Margins Module]]
* [[File:user-documentaion-55.png|center]]Poll Module
*   [[File:user-documentaion-70.png|center|link=Accounting Module]][[Accounting Module]]
* [[File:user-documentaion-56.png|center]]Product Module
 
* [[File:user-documentaion-57.png|center]]Project Module
= Product Management (PM) =
* [[File:user-documentaion-58.png|center]]Purchase Order Module
* [[File:user-documentaion-56.png|center|link=Product Module]][[Product Module]]
* [[File:user-documentaion-59.png|center]]Resources Module
* [[File:user-documentaion-62.png|center|link=Services Module]][[Services Module]]
* [[File:user-documentaion-60.png|center]]Sales Order Module
* [[File:user-documentaion-64.png|center|link=Stocks Module]][[Stocks Module]]
* [[File:user-documentaion-61.png|center]]Scheduled jobs Module
* [[File:user-documentaion-64.png|center|link=Product Lots Module]][[Product Lots 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 Variants Module]][[ Product Variants Module]]
* [[File:user-documentaion-64.png|center]]Stocks Module
* [[File:user-documentaion-64.png|center|link=Bills of Material Module]][[Bills of Material Module]]
* [[File:user-documentaion-65.png|center]]Tax Module
* [[File:user-documentaion-64.png|center|link=Manufacturing Orders Module]][[Manufacturing Orders Module]]
* [[File:user-documentaion-66.png|center]]Third Party module
 
* [[File:user-documentaion-67.png|center]]Tickets Module
= Projects/Collaborative work =
* [[File:user-documentaion-68.png|center]]Unalterable log Module
* [[File:user-documentaion-57.png|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:user-documentaion-69.png|center]]User module
* [[File:user-documentaion-25.png|center|link=Events/Agenda Module]][[Events/Agenda Module]]
*  [[File:user-documentaion-70.png|center]]Vendor invoice module
* [[File:user-documentaion-59.png|center|link=Resources Module]][[Resources Module]]
* [[File:user-documentaion-71.png|center]]Website Module
 
*   [[File:user-documentaion-72.png|center]]Web services REST API Module
= Electronic Content Management (ECM) =
*   [[File:user-documentaion-73.png|center]]Web service SOAP API Module
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]
* [[File:user-documentaion-74.png|center]]Workflow Module
* [[File:user-documentaion-75.png|center]]Workstation Module
* [[File:user-documentaion-76.png|center]]Zapier Module


= Multi-modules tools =
= Tactic FAQ =
* [[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]]


= Websites and other frontal applications =
* [[File:user-documentaion-77.png|center|link=https://tactic-wiki.alsoft.org/index.php/Performance]] Increase Performance
* [[File:user-documentaion-55.png|center|link=Poll, Survey or Vote Module]][[Poll, Survey or Vote Module]]
* [[File:user-documentaion-78.png|center|link=https://tactic-wiki.alsoft.org/index.php/Release]] Tactic Release process
* [[File:user-documentaion-71.png|center|link=Website Module]][[Website Module]]
* [[File:user-documentaion-79.png|center|link=https://tactic-wiki.alsoft.org/index.php/Remote]] Tactic remote access
* [[File:user-documentaion-54.png|center|link=Point Of Sale (TakePOS)]][[Point Of Sale (TakePOS)]]
* [[File:user-documentaion-80.png|center|link=https://tactic-wiki.alsoft.org/index.php/Invoice-recover]] Delete Tactic invoice recovered
* [[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.


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


= System =
= Customer Support =
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]
* [[File:user-documentaion-83.png|center|link=https://tactic-wiki.alsoft.org/index.php/Customer-invoice]] Tactic Customers Invoices
* [[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 11:39, 9 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.

Quick Overview of Tactic

  • User-documentaion-01.png
    Know What About Tactic
  • User-documentaion-02.png
    Tactic Team
  • User-documentaion-03.png
    Opportunities from Tactic
  • User-documentaion-04.png
    What Tactic Gives Client's
  • User-documentaion-05.png
    How Tactic will Manage Client's
  • User-documentaion-06.png
    Tactic Transaction Process

Administration

  • User-documentaion-07.png
    Tactic Membership Management
  • User-documentaion-08.png
    Tactic Mailing Automation
  • User-documentaion-09.png
    Tactic FTP Supports
  • User-documentaion-10.png
    Usage (by modules / applications)
  • User-documentaion-11.png
    Tactic Click to Call Service
  • User-documentaion-12.png
    Lost my database password
  • User-documentaion-13.png
    How Point Of Sale Saves your Time
  • User-documentaion-14.png
    Tactic Agenda Management
  • User-documentaion-15.png
    Create Dynamic Websites by Tactic ERP & CRM
  • User-documentaion-16.png
    Tactic ERP & CRM Barcode Initialization
  • User-documentaion-17.png
    Tactic Zapier Modules
  • User-documentaion-18.png
    Create Third-Party in Your Tactic
  • User-documentaion-19.png
    User Permission
  • User-documentaion-20.png
    Tactic Directory
  • User-documentaion-21.png
    Tactic Timezone setup

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.

  • User-documentaion-22.png
    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:

  • User-documentaion-23.png
    Accounting simplified Module
  • User-documentaion-24.png
    Accounting double entry Module
  • User-documentaion-25.png
    Agenda Module
  • User-documentaion-26.png
    BOM Module
  • User-documentaion-27.png
    Bank and cash module
  • User-documentaion-28.png
    Barcode Module
  • User-documentaion-29.png
    Bookmark Module
  • User-documentaion-30.png
    Categories Module
  • User-documentaion-31.png
    ClickToDial module
  • User-documentaion-32.png
    Commercial Proposal module
  • User-documentaion-33.png
    Contract Module
  • User-documentaion-34.png
    Customer Invoice Module
  • User-documentaion-35.png
    Donation Module
  • User-documentaion-36.png
    Email Collector Module
  • User-documentaion-37.png
    Emailing Module
  • User-documentaion-38.png
    Expense Reports Module
  • User-documentaion-39.png
    Exports Module
  • User-documentaion-40.png
    FTP module
  • User-documentaion-41.png
    HRM Module
  • User-documentaion-42.png
    Import module
  • User-documentaion-43.png
    Intervention Module
  • User-documentaion-44.png
    Knowledge management Module
  • User-documentaion-45.png
    LDAP Module
  • User-documentaion-46.png
    Leave Module
  • User-documentaion-47.png
    Lot/Serial Module
  • User-documentaion-48.png
    Manufacturing Order Module
  • User-documentaion-49.png
    Margin Module
  • User-documentaion-50.png
    Members Module
  • User-documentaion-51.png
    Module-builder Module
  • User-documentaion-52.png
    Notification Module
  • User-documentaion-53.png
    Point of Sale (SimplePOS) Module
  • User-documentaion-54.png
    Point Of Sale (TakePOS)
  • User-documentaion-55.png
    Poll Module
  • User-documentaion-56.png
    Product Module
  • User-documentaion-57.png
    Project Module
  • User-documentaion-58.png
    Purchase Order Module
  • User-documentaion-59.png
    Resources Module
  • User-documentaion-60.png
    Sales Order Module
  • User-documentaion-61.png
    Scheduled jobs Module
  • User-documentaion-62.png
    Services Module
  • User-documentaion-63.png
    Shipment Module
  • User-documentaion-64.png
    Stocks Module
  • User-documentaion-65.png
    Tax Module
  • User-documentaion-66.png
    Third Party module
  • User-documentaion-67.png
    Tickets Module
  • User-documentaion-68.png
    Unalterable log Module
  • User-documentaion-69.png
    User module
  • User-documentaion-70.png
    Vendor invoice module
  • User-documentaion-71.png
    Website Module
  • User-documentaion-72.png
    Web services REST API Module
  • User-documentaion-73.png
    Web service SOAP API Module
  • User-documentaion-74.png
    Workflow Module
  • User-documentaion-75.png
    Workstation Module
  • User-documentaion-76.png
    Zapier Module

Tactic FAQ

  • User-documentaion-77.png
    Increase Performance
  • User-documentaion-78.png
    Tactic Release process
  • User-documentaion-79.png
    Tactic remote access
  • User-documentaion-80.png
    Delete Tactic invoice recovered
  • User-documentaion-81.png
    Troubleshooting.

All of the other FAQs are available in the FAQ Category page for increasing the Tactic assistance for Tactic users.

Tactic Resources

  • User-documentaion-82.png
    Tactic Time-zones

Customer Support

  • User-documentaion-83.png
    Tactic Customers Invoices
  • User-documentaion-84.png
    Tactic HRM
  • User-documentaion-85.png
    Tactic Leaves
  • User-documentaion-86.png
    Tactic E-Mail Collector
  • User-documentaion-87.png
    Tactic Notification
Retrieved from "http://tactic-wiki.alsoft.org/index.php?title=User-Documentaion&oldid=1558"