Difference between revisions of "TACTIC Localization"

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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.
Localization in a software refers to adapting the software in the context of a specific region and making it eligible to be used in a localised manner. Tactic aims to serve global audience and the software is looking forward to take the no. 1 place in the ERP & CRM solution list globally. This is why, the localization feature of Tactic is convenient as well.
Tactic a vast list of nations and states, from which the users can easily choose their primary location. By changing the timezone the user can easily change their date and time format. Tactic’s advanced features help the users in managing a cross-border business seamlessly. Managing receptions and shipments including different nations is nothing impossible with the application of Tactic.


== 1. Proposal Generation-- ==
== Proposal Generation ==
  A proposal or quote is a document you suggest to a customer to give him an idea of what you can do/sell at which price.
A proposal is a drafted document that can be presented to a customer for providing then with an idea about the products that can are sold or the services that are promised by the seller. The services provided by this feature are:
* Manage commercial proposals.
* [[Quotations_module| Management of commercial proposals]]
* Create your prospects or customers.
* Merging proposals of third parties for eliminating duplicate proposals
* Attach any notes or files to your prospect/customer sheet.
* Modification of proposal status
* Merge third parties to remove duplicate records...
* Creation of more than one address for each prospect or customer
* If you want, you can create one or several alternative addresses for each of your prospects or customers (one record/address for the director, another one for his or her assistant, another one for the delivery of legal service representative, etc.).
* Just modify the status in one click from the list view without even opening the prospect sheet...
* Set the status and potential of your prospects.


== Quotes/Estimates ==
This feature of Tactic offer management of quotes and estimates within an easy and more defined interface. This helps the user in:
* Inclusion of predefined products to save time and enter the full list of [[Product_Module| products]] and [[Services_Module| services]] manually
* Creation of user preferred Quote or Commercial Proposal
* The digital copy of a commercial proposal is automatically generated and updated within time 
* Sending your quote or a selection of quotes via email, directly from within the application 
* Modification the status of proposals such as changing "Refused" to "Signed" and more
* Listing and displaying all the quotes
* Filtering the quotes based on their categories and criteria


== 2. Quotes/Estimates-- ==
== Customer Service Analytics ==
* Include predefined products to save time, or enter the full list of products and services manually...
The feature of customer service analytics can be considered as one of the most important services provided by Tactic. It provides an updated overview for organisations regarding their performance of customer service. The primary services provides by this feature are:
* Create your Quote or Commercial Proposal.
* Management of customer, supplier and vendor directory
* The PDF of your commercial proposal is automatically generated and updated.
* Management of commercial proposal along with PDF generator
* Send your quote or a selection of quotes via email, directly from within the application.
* Order management
* Modify the status of your proposals to "Refused" or "Signed".
* Reusing prospects and customer database of generating mass email  
* Follow the status of your commercial proposals.
* Application of Double entry accounting and general and auxiliary accounting
* List and display all your quotes. Choose which information you want to see in your lists. Filter and sort them based on any criteria...
* A detailed and defined statistic page to analyse sell representative performance along with the management of useful and important information  




== 3. 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.


== Search/Filter ==
Every module in Tactic has the convenience of searching for specific database with the help of certain keywords. This feature allows the users to:
* Search a module, a product, author name, publication date and more
* Filter product catalogue and other properties of choice
* Filter can also be done by activation date and graduation date
* Search and filter can be applied in client name as well




== 4. Search/Filter-- ==
== Expense Tracking ==
* Each and every module has its default Search and filter script.
* Customer can search by module name, author name date of publication, etc.
* Filter your product catalog on any property of your choice.
* Customer can also search or filter by Activation date or date of graduation.
* Search or filtration may be occurred by clients name as well as customer name of those who are existing.
* Search or filtration can also be done by search by area of application.


== 6. Expense Tracking-- ==
This feature of Tactic is associated with managing an effective workflow by providing the employees with an easy interface to create their own expense report. The managers and admins can easily track the expense report and approve or decline those. The status upgrading feature allows to testify if the expenses have been paid or not.  
 
* [[Expense_Reports_Module| Creation and management of expense reports and expense report requests]]
  The expenses report feature offers a workflow to let your employees make their expense report. The manager will receive alerts to refuse or approve the expense report. You can also follow if it has been paid or not.
* Generation of an email to be directed to the supervisors
* Expense report requests.
* Validating or refusing expense reports in one click
* An E-mail is generated automatically and sent to the employee supervisor.
* Linking expense reports with leads or projects  
* Approve the expense report.
* Application of export wizard to export the required data payroll providers  
* As a manager, find all the expense reports waiting for your approval, and validate or refuse them.
* Definition of expense report in dictionaries for accumulating accurate statistics
* Link expense reports to your lead/projects and retrieve them in the project overview.
* Use the export wizard to export all the data required by your bookkeeper or by any payroll providers.
* Define the type of expense reports in the dictionaries, so you will be able to have accurate statistics.

Latest revision as of 12:18, 7 July 2022

Localization in a software refers to adapting the software in the context of a specific region and making it eligible to be used in a localised manner. Tactic aims to serve global audience and the software is looking forward to take the no. 1 place in the ERP & CRM solution list globally. This is why, the localization feature of Tactic is convenient as well.

Tactic a vast list of nations and states, from which the users can easily choose their primary location. By changing the timezone the user can easily change their date and time format. Tactic’s advanced features help the users in managing a cross-border business seamlessly. Managing receptions and shipments including different nations is nothing impossible with the application of Tactic.

Proposal Generation

A proposal is a drafted document that can be presented to a customer for providing then with an idea about the products that can are sold or the services that are promised by the seller. The services provided by this feature are:
  • Management of commercial proposals
  • Merging proposals of third parties for eliminating duplicate proposals
  • Modification of proposal status
  • Creation of more than one address for each prospect or customer

Quotes/Estimates

This feature of Tactic offer management of quotes and estimates within an easy and more defined interface. This helps the user in:
  • Inclusion of predefined products to save time and enter the full list of products and services manually
  • Creation of user preferred Quote or Commercial Proposal
  • The digital copy of a commercial proposal is automatically generated and updated within time
  • Sending your quote or a selection of quotes via email, directly from within the application
  • Modification the status of proposals such as changing "Refused" to "Signed" and more
  • Listing and displaying all the quotes
  • Filtering the quotes based on their categories and criteria

Customer Service Analytics

The feature of customer service analytics can be considered as one of the most important services provided by Tactic. It provides an updated overview for organisations regarding their performance of customer service. The primary services provides by this feature are:
  • Management of customer, supplier and vendor directory
  • Management of commercial proposal along with PDF generator
  • Order management
  • Reusing prospects and customer database of generating mass email
  • Application of Double entry accounting and general and auxiliary accounting
  • A detailed and defined statistic page to analyse sell representative performance along with the management of useful and important information


Search/Filter

Every module in Tactic has the convenience of searching for specific database with the help of certain keywords. This feature allows the users to:
  • Search a module, a product, author name, publication date and more
  • Filter product catalogue and other properties of choice
  • Filter can also be done by activation date and graduation date
  • Search and filter can be applied in client name as well


Expense Tracking

This feature of Tactic is associated with managing an effective workflow by providing the employees with an easy interface to create their own expense report. The managers and admins can easily track the expense report and approve or decline those. The status upgrading feature allows to testify if the expenses have been paid or not.
  • Creation and management of expense reports and expense report requests
  • Generation of an email to be directed to the supervisors
  • Validating or refusing expense reports in one click
  • Linking expense reports with leads or projects
  • Application of export wizard to export the required data payroll providers
  • Definition of expense report in dictionaries for accumulating accurate statistics
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