Difference between revisions of "User documentation"

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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.
#REDIRECT[[User-Documentaion]]
=Quick Overview of Tactic=
*[https://tactic-wiki.alsoft.org/index.php/Tactcic_Page Know What About Tactic]
*[https://tactic-wiki.alsoft.org/index.php/Management_Page Tactic Team]
*[https://tactic-wiki.alsoft.org/index.php/Opportunities_Page Opportunities from Tactic]
*[https://tactic-wiki.alsoft.org/index.php/Services_Page What Tactic Gives Client's]
*[https://tactic-wiki.alsoft.org/index.php/Project_Page How Tactic will Manage Client's]
*[https://tactic-wiki.alsoft.org/index.php/Payment_page Tactic Transaction Process]
 
 
 
= Administration =
*[https://tactic-wiki.alsoft.org/index.php/Membership Tactic Membership Management]
* [https://tactic-wiki.alsoft.org/index.php/Automation Tactic Mailing Automation]
*[https://tactic-wiki.alsoft.org/index.php/Ftp Tactic FTP Supports]
* [https://tactic-wiki.alsoft.org/index.php/Usage-modules Usage (by modules / applications)]
*[https://tactic-wiki.alsoft.org/index.php/Click-to-call Tactic Click to Call Service]
* [https://tactic-wiki.alsoft.org/index.php/Lost-databse Lost my database password]
*[https://tactic-wiki.alsoft.org/index.php/Point-of-sale How Point Of Sale Saves your Time]
* [https://tactic-wiki.alsoft.org/index.php/Agenda Tactic Agenda Management]
*[https://tactic-wiki.alsoft.org/index.php/Dynamic_websites Create Dynamic Websites by Tactic ERP & CRM]
* [https://tactic-wiki.alsoft.org/index.php/Barcode Tactic ERP & CRM Barcode Initialization]
*[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]
 
= Tactic Modules/Applications=
* [https://tactic-wiki.alsoft.org/index.php/Proposal Tactic Commercial Proposals - Quotes]
* [https://tactic-wiki.alsoft.org/index.php/Double-entry Tactic Double Entry Accounting]
* [https://tactic-wiki.alsoft.org/index.php/Invoice Tactic Customers Invoices]
* [https://tactic-wiki.alsoft.org/index.php/Expence-report Expense Reports by Tactic ERP & CRM]
* [https://tactic-wiki.alsoft.org/index.php/Manufactures Usage of Manufacturing Orders]
* [https://tactic-wiki.alsoft.org/index.php/Accounting Tactic Accounting Simplified]
 
 
 
 
 
= Tactic FAQ =
 
* [https://tactic-wiki.alsoft.org/index.php/Performance Increase Performance]
* [https://tactic-wiki.alsoft.org/index.php/Release Tactic Release process]
* [https://tactic-wiki.alsoft.org/index.php/Remote Tactic remote access]
* [https://tactic-wiki.alsoft.org/index.php/Invoice-recover Delete Tactic invoice recovered]
* [https://tactic-wiki.alsoft.org/index.php/Troubleshooting Troubleshooting.]
 
 
 
= Customer Support =
* [https://tactic-wiki.alsoft.org/index.php/Customer-invoice Tactic Customers Invoices]
* [https://tactic-wiki.alsoft.org/index.php/Management_Page Tactic HRM]
* [https://tactic-wiki.alsoft.org/index.php/Clients_Support Tactic Leaves]
* [https://tactic-wiki.alsoft.org/index.php/Email-collector Tactic E-Mail Collector]
* [https://tactic-wiki.alsoft.org/index.php/Tacticwiki Tactic Notification]
 
 
 
= 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.

Latest revision as of 12:16, 11 July 2022

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