User-Documentaion

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 About Tactic
• 
  Tactic Team
• 
  Opportunities from Tactic
• 
  What Tactic Gives to its users
• 
  How Tactic will Manage Client's
• 
  Tactic Transaction Process

Administration

• 
  Tactic Membership Management
• 
  Tactic Mailing Automation
• 
  Tactic FTP Supports
• 
  Usage (by modules / applications)
• 
  Tactic ClickToDial 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
• 
  User Permission
• 
  Tactic Directory
• 
  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.

• 
  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:

Human Resource Management (HR)

• 
  User module
• 
  Members Module
• 
  Leave request management Module
• 
  Expense Reports Module
• 
  Recruitment Module

Customer Relationship Management (CRM)

• 
  Third Party module
• 
  Quotations module
• 
  Sales Order Module
• 
  Shipment Module
• 
  Contract Module
• 
  Intervention Module
• 
  Tickets Module
• 
  Knowledge management Module

Vendor Relationship Management (VRM)

• 
  Vendor Module
• 
  Vendor Commercial Proposal Module
• 
  Reception
• 
  Incoterms Module

Financial Modules (Accounting/Treasury)

• 
  Customer Invoice Module
• 
  Vendor invoice module
• 
  Tax Module
• 
  Salaries Module
• 
  Loans Module
• 
  Donation Module
• 
  Bank and cash module
• 
  Payment by credit transfer Module
• 
  Payments by Direct Debit Module
• 
  Margin Module
• 
  Accounting simplified Module
• 
  Accounting double entry Module

Product Management (PM)

• 
  Product Module
• 
  Services Module
• 
  Stocks Module
• 
  Product Lots Module
• 
  Product Variants Module
• 
  Bills of Material Module
• 
  Manufacturing Order Module

Projects/Collaborative work

• 
  Projects or Leads Module
• 
  Events/Agenda Module
• 
  Resources Module

Electronic Content Management (ECM)

• 
  DMS/ECM Module

Multi-modules tools

• 
  Tags and Categories Module
• 
  Multicurrency Module
• 
  Bookmarks & Shortcuts Module
• 
  Barcode Module
• 
  Inter-modules Workflow Module
• 
  Data Imports module
• 
  Data Exports Module

Websites and other frontal applications

• 
  Poll, Survey or Vote Module
• 
  Website Module
• 
  Point Of Sale (TakePOS)

Interfaces with external systems

• 
  Social Networks Module
• 
  Notification Module
• 
  Mass Emailing Module
• 
  Email Collector Module
• 
  Web services REST API Module
• 
  Web service SOAP API Module
• 
  LDAP Module
• 
  Oauth Module
• 
  External Site Module
• 
  FTP module
• 
  GeoIPMaxmind Module
• 
  PayBox Module
• 
  Paypal Module
• 
  Stripe Module
• 
  ClickToDial module
• 
  One Click Printing
• 
  Receipt printers Module
• 
  Mailman and SPIP Module

System

• 
  Scheduled jobs Module

Tactic FAQ

• 
  Increase Performance
• 
  Tactic Release process
• 
  Tactic remote access
• 
  Delete Tactic invoice recovered
• 
  Troubleshooting.

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

Tactic Resources

• 
  Tactic Time-zones

Customer Support

• 
  Tactic Customers Invoices
• 
  Tactic HRM
• 
  Tactic client support
• 
  Tactic E-Mail Collector
• 
  Tactic Notification