|
|
| (2 intermediate revisions by one other user 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.
| | #REDIRECT[[User-Documentaion]] |
| | |
| = Tactic Documentation =
| |
| * [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]
| |
| | |
| = Administration =
| |
| * [https://tactic-wiki.alsoft.org/index.php/Automation Tactic Mailing Automation]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Usage-modules Usage (by modules / applications)]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Lost-databse Lost my database password]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Agenda Tactic Agenda Management]
| |
| * [https://tactic-wiki.alsoft.org/index.php/Barcode Tactic ERP & CRM Barcode Initialization]
| |
| | |
| = 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.
| |
