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. Primary features include sales management, human resource management, product, and stock management, financial management, billing, marketing management, and reporting, etc. | ''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.'' | Tactic includes a REST API that allows users to integrate with third-party applications.'' | ||
== 8. Productivity -- == | |||
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. | |||
* Create Projects, Leads, or Opportunities. | |||
* Define who can view or edit the project. | |||
* You can also create sub-tasks. | |||
* Record the time spent on Projects/Tasks. | |||
* Follow your project or tasks. | |||
* Project overview. | |||
* Manually create events in the past or future. | |||
* Setup module to define the events which need to be recorded automatically. | |||
* View events in different agenda views. | |||
== 9. Marketing Automation-- == | |||
Tactic supports a point of sale interface for restaurants, traditional shops, and bars. The drag-and-drop interface helps users define tables, floors, and rooms. Invoices and orders can be assigned to a table, and it supports automatic stock updates and a touchscreen POS. | |||
* Tactic supports a point of sale interface for restaurants, traditional shops, and bars... | |||
* Tactic can set up accounts and dispatch data like salaries, products, expense reports, purchases, and sales in ledger tables... | |||
* It allows users to integrate their ERP with other applications using hooks, triggers, or APIs... | |||
== 10. Mobile Access-- == | |||
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. | |||
* The menu is managed by native applications. | |||
* Integration with your phone or other applications is better through Tactic ERP & CRM Software. | |||
* Upgrading Tactic ERP & CRM will not break its features. | |||
* Tactic ERM & CRM use embedded image resources to reduce bandwidth. | |||
* Tactic ERP & CRM Software uses internal cache for pages that should not change your original data. | |||
== 11. Multi-Currency-- == | |||
The tactic has a unique multi-currency solution in its Tactic ERP & CRM Software which can be used anywhere around the world without the loss of a single currency. Tactic Multi-currency features are- | |||
* Enter the exchange rate or automatically update the Internet. | |||
* Choice of currency used in the purchase order. | |||
* Choice of currency used in the supplier price. | |||
* Show the amount in words depending on the currency used. |
Revision as of 14:04, 9 August 2021
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.
Tactic Documentation
- Configuration settings list
- Tactic Wiki FAQ
- Tactic Wikirelease mailing list
- Localise Tactic Wikifor your language
- Learn how to combat spam on your wiki
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.
== 8. Productivity -- ==
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.
- Create Projects, Leads, or Opportunities.
- Define who can view or edit the project.
- You can also create sub-tasks.
- Record the time spent on Projects/Tasks.
- Follow your project or tasks.
- Project overview.
- Manually create events in the past or future.
- Setup module to define the events which need to be recorded automatically.
- View events in different agenda views.
9. Marketing Automation--
Tactic supports a point of sale interface for restaurants, traditional shops, and bars. The drag-and-drop interface helps users define tables, floors, and rooms. Invoices and orders can be assigned to a table, and it supports automatic stock updates and a touchscreen POS.
- Tactic supports a point of sale interface for restaurants, traditional shops, and bars...
- Tactic can set up accounts and dispatch data like salaries, products, expense reports, purchases, and sales in ledger tables...
- It allows users to integrate their ERP with other applications using hooks, triggers, or APIs...
10. Mobile Access--
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.
- The menu is managed by native applications.
- Integration with your phone or other applications is better through Tactic ERP & CRM Software.
- Upgrading Tactic ERP & CRM will not break its features.
- Tactic ERM & CRM use embedded image resources to reduce bandwidth.
- Tactic ERP & CRM Software uses internal cache for pages that should not change your original data.
11. Multi-Currency--
The tactic has a unique multi-currency solution in its Tactic ERP & CRM Software which can be used anywhere around the world without the loss of a single currency. Tactic Multi-currency features are-
- Enter the exchange rate or automatically update the Internet.
- Choice of currency used in the purchase order.
- Choice of currency used in the supplier price.
- Show the amount in words depending on the currency used.