|
|
(10 intermediate revisions by 2 users not shown) |
Line 1: |
Line 1: |
| 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.
| | #REDIRECT[[User-Documentaion]] |
| Tactic includes a REST API that allows users to integrate with third-party applications.
| |
| == Tactic Documentation ==
| |
| * [https://tactic-wiki.alsoft.org/index.php/Manual:Configuration_settings Configuration settings list]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Manual:FAQ Tactic Wiki FAQ]
| |
| * [https://tactic-wiki.alsoft.org/index.php/mediawiki-announce Tactic Wiki release mailing list]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Localisation#Translation_resources Localised Tactic Wiki for your language]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Learn how to combat spam on your wiki]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Installation | Upgrade | Setup]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Usage (by modules / applications)]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam ]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Tactic Quick overview]
| |
| | |
| | |
| | |
| | |
| == Customer Support ==
| |
| * [https://tactic-wiki.alsoft.org/index.php/Manual:Configuration_settings Configuration settings list]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Manual:FAQ MediaWiki FAQ]
| |
| * [https://tactic-wiki.alsoft.org/index.php/mediawiki-announce MediaWiki release mailing list]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Localisation#Translation_resources Localise MediaWiki for your language]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Learn how to combat spam on your wiki]
| |
| | |
| This area can help you to get a Help support service on Tactic. Some parts of this service are available in English only, some are free and some are commercial.
| |
| * E-Mail (commercial support) to each and every customer.
| |
| * Forum and Wiki (community support).
| |
| * A list of companies can be read/edited by every user/company that needs/provide support on Tactic.
| |
| * Question answer support.
| |
| * Forum support.
| |
| * Blogging support.
| |
| * SMS support to each and every customer.
| |
| | |
| | |
| == Administration ==
| |
| * [https://tactic-wiki.alsoft.org/index.php/mediawiki-announce Tactic Wiki release mailing list]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Localisation#Translation_resources Localised Tactic Wiki for your language]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Learn how to combat spam on your wiki]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Installation | Upgrade | Setup]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Usage (by modules / applications)]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam ]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Tactic Quick overview]
| |
| | |
| == 28. 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.
| |
| | |
| == Installation | Upgrade | Setup ==
| |
| | |
| * [https://tactic-wiki.alsoft.org/index.php/mediawiki-announce Tactic Wiki release mailing list]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Localisation#Translation_resources Localised Tactic Wiki for your language]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Learn how to combat spam on your wiki]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Installation | Upgrade | Setup]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Usage (by modules / applications)]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam ]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Tactic Quick overview]
| |
| | |
| | |
| == 75. 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.
| |