Difference between revisions of "User documentation"
From Tactic Wiki
m |
|||
| Line 23: | Line 23: | ||
*[https://tactic-wiki.alsoft.org/index.php/Zapier_module Tactic Zapier Modules] | *[https://tactic-wiki.alsoft.org/index.php/Zapier_module Tactic Zapier Modules] | ||
*[https://tactic-wiki.alsoft.org/index.php/Third-party Create Third-Party in Your Tactic] | *[https://tactic-wiki.alsoft.org/index.php/Third-party Create Third-Party in Your Tactic] | ||
= Tactic Modules/Applications= | = Tactic Modules/Applications= | ||
Revision as of 11:45, 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
- Know What About Tactic
- Tactic Team
- Opportunities from Tactic
- What Tactic Gives Client's
- How Tactic will Manage Client's
- Tactic Transaction Process
Administration
- Tactic Membership Management
- Tactic Mailing Automation
- Tactic FTP Supports
- Usage (by modules / applications)
- Tactic Click to Call Service
- Lost my database password
- How Point Of Sale Saves your Time
- Tactic Agenda Management
- Create Dynamic Websites by Tactic ERP & CRM
- Tactic ERP & CRM Barcode Initialization
- Tactic Zapier Modules
- Create Third-Party in Your Tactic
Tactic Modules/Applications
- Tactic Commercial Proposals - Quotes
- Tactic Double Entry Accounting
- Tactic Customers Invoices
- Expense Reports by Tactic ERP & CRM
- Usage of Manufacturing Orders
- Tactic Accounting Simplified
Tactic FAQ
- Increase Performance
- Tactic Release process
- Tactic remote access
- Delete Tactic invoice recovered
- Troubleshooting.
Customer Support
Customer Service Analytics--
- The feature of Tactic analytics is very important for any business to control the business.
- Customers, suppliers, and prospects directory.
- Commercial Proposal management with pdf generator.
- Standing orders management.
- Reuse prospects and customer database to send mass emailing.
- Double entry accounting and general and auxiliary accounting.
- Predefined statistics page gives useful information of the company or sell representative performance.
Customer Database--
- Display the list of records of the selected table.
- Display the list of tables of the current Tactic database
- Create one or several alternative addresses for each of your prospects or customers
- Admin can set a contact status and a potential to your prospect. You can define the different prospect potentials/levels according to your business needs.
- Create and convert your Quotes, Commercial proposals, Sale Orders, Interventions, Invoices...
- Add / Edit / Delete records (submitted directly to the database).
- Merge third parties to remove duplicate records.
