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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. Primary features include sales management, human resource management, product, and stock management, financial management, billing, marketing management, and reporting, etc.
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.
Tactic includes a REST API that allows users to integrate with third-party applications.
=Quick Overview of Tactic=
== Tactic Documentation ==
* [[File:user-documentaion-01.png|center|link=What_is_TACTIC_%3F_Why_TACTIC]] [[What is TACTIC ? Why TACTIC]]
* [https://tactic-wiki.alsoft.org/index.php/Manual:Configuration_settings Configuration settings list]
* [[File:user-documentaion-02.png|center|link=Management_Page]] [[Human Relationship Management (HR)]]
* [https://tactic-wiki.alsoft.org/index.php/Manual:FAQ Tactic Wiki FAQ]
* [[File:user-documentaion-03.png|center|link=Opportunities_Page]] [[Opportunities from Tactic]]
* [https://tactic-wiki.alsoft.org/index.php/mediawiki-announce Tactic Wikirelease mailing list]
* [[File:user-documentaion-04.png|center|link=Services_Page]] [[What Tactic Gives to its users]]
* [https://tactic-wiki.alsoft.org/index.php/Localisation#Translation_resources Localise Tactic Wikifor your language]
* [[File:user-documentaion-05.png|center|link=Project_Page]] [[Project Management]]
* [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Learn how to combat spam on your wiki]
* [[File:user-documentaion-06.png|center|link=Payment_page]] [[Tactic transaction process]]
''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.
Tactic includes a REST API that allows users to integrate with third-party applications.''


= Administration =
*[[File:user-documentaion-07.png|center|link=Tactic Membership Management]][[Tactic Membership Management]]
*[[File:user-documentaion-08.png|center|link=Automation]] [[Tactic Mailing Automation]]
*[[File:user-documentaion-09.png|center|link=Tactic_FTP_Supports]] [[Tactic FTP Supports]]
*[[File:user-documentaion-10.png|center|link=Usage-modules]] [[Usage (by modules / applications)]]
*[[File:user-documentaion-11.png|center|link=ClickToDial_module]] [[ClickToDial module]]
*[[File:user-documentaion-12.png|center|link=Lost-databse]] [[Lost-databse]]
*[[File:user-documentaion-13.png|center|link=Point_Of_Sale_(TakePOS)]] [[Point Of Sale]]
*[[File:user-documentaion-14.png|center|link=Events/Agenda_Module]] [[Events/Agenda Module]]
*[[File:user-documentaion-15.png|center|link=Dynamic_websites]] [[Creating dynamic websites]]
*[[File:user-documentaion-16.png|center|link=Barcode_Module]] [[Barcode Module]]
*[[File:user-documentaion-17.png|center|link=Zapier_module]] [[Zapier module]]
*[[File:user-documentaion-18.png|center|link=Third_Party_module]] [[Third Party module]]
*[[File:user-documentaion-19.png|center|link=User_Permission]] [[User Permission]]
*[[File:user-documentaion-20.png|center|link=Tactic_Directory]] [[Tactic Directory]]
*[[File:user-documentaion-21.png|center|link=Tactic_Timezone_setup]] [[Tactic Timezone setup]]
*[[File:othersetup.png|70px|center|link=Other_setup]][[Other setup]]


   == 8. Productivity -- ==
= 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.
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
*   [[File:user-documentaion-22.png|center|link=First_setup]][[First setup]]
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) ==
* [[File:user-documentaion-69.png|center|link=User_module]][[User module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave request management Module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]


  The productivity module has a projects feature where users can manage projects and tasks. It integrates with the timesheet feature, enabling users to see the time spent on each task.
== Customer Relationship Management (CRM) ==
* Create Projects, Leads, or Opportunities.
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party module]]
* Define who can view or edit the project.
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations module]]
* You can also create sub-tasks.
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* Record the time spent on Projects/Tasks.
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* Follow your project or tasks.
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* Project overview.
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* Manually create events in the past or future.
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* Setup module to define the events which need to be recorded automatically.
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge management Module]]
* View events in different agenda views.
*   [[File:Partmanicon.png|80px|center|link=Partnership_management_Module]][[Partnership management Module]]


== 9. Marketing Automation-- ==
== Vendor Relationship Management (VRM) ==
*  [[File:vendor.jpg|70px|center|link=Vendor Module]][[Vendor Module]]
*  [[File:Vendor_proposal.png|70px|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
*  [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception]]
*  [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]


   Tactic supports a point of sale interface for restaurants, traditional shops, and bars. The drag-and-drop interface helps users define tables, floors, and rooms. Invoices and orders can be assigned to a table, and it supports automatic stock updates and a touchscreen POS.
== Financial Modules (Accounting/Treasury) ==
* Tactic supports a point of sale interface for restaurants, traditional shops, and bars...
*  [[File:Customer_invoice.png|70px|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* Tactic can set up accounts and dispatch data like salaries, products, expense reports, purchases, and sales in ledger tables...
*   [[File:Vendor_invoice.png|70px|center|link=Vendor_invoice_module]][[Vendor invoice module]]
* It allows users to integrate their ERP with other applications using hooks, triggers, or APIs...
*  [[File:User-documentaion-66.png|center|link=Tax_Module]][[Tax Module]]
*  [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
*   [[File:Loan.png|70px|center|link=Loans Module]][[Loans Module]]
*  [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
*  [[File:User-documentaion-71.png|center|link=Bank_and_cash_module]][[Bank and cash module]]
*   [[File:User-documentaion-31.png|center|link=Payment by credit transfer Module]][[Payment by credit transfer Module]]
*  [[File:User-documentaion-25.png|center|link=Payments by Direct Debit Module]][[Payments by Direct Debit Module]]
*  [[File:User-documentaion-v2-13.png|center|link=Margin_Module]][[Margin Module]]
*   [[File:User-documentaion-v2-14.png|center|link=Accounting_simplified_Module]][[Accounting simplified Module]]
*  [[File:User-documentaion-v2-15.png|center|link=Accounting_double_entry_Module]][[Accounting double entry Module]]


== 10. Mobile Access-- ==
== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
  Your CRM (or Customer Relationship Management) system plays an important role in the functions of your business. Allowing it to be used from a Smartphone has significant benefits for your organization.
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* The menu is managed by native applications.
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* Integration with your phone or other applications is better through Tactic ERP & CRM Software.
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* Upgrading Tactic ERP & CRM will not break its features.
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* Tactic ERM & CRM use embedded image resources to reduce bandwidth.
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* Tactic ERP & CRM Software uses internal cache for pages that should not change your original data.
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Order Module]]


== 11. Multi-Currency-- ==
== Projects/Collaborative work ==
* [[File:Project.png|70px|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [[File:User-documentaion-58.png|center|link=Events/Agenda_Module]][[Events/Agenda Module]]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]
* [[File:EOicon.png|80px|center|link=Event_Organization]][[Event Organization]]


   The tactic has a unique multi-currency solution in its Tactic ERP & CRM Software which can be used anywhere around the world without the loss of a single currency. Tactic Multi-currency features are-
== Electronic Content Management (ECM) ==
* Enter the exchange rate or automatically update the Internet.
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]
* Choice of currency used in the purchase order.
 
* Choice of currency used in the supplier price.
== Multi-modules tools ==
* Show the amount in words depending on the currency used.
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags and Categories Module]]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports module]]
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]
 
== Websites and other frontal applications ==
* [[File:User-documentaion-v2-32.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]
 
== Interfaces with external systems ==
* [[File:User-documentaion-v2-34.png|center|link=Social Networks Module]][[Social Networks Module]]
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notification Module]]
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email Collector Module]]
*  [[File:User-documentaion-v2-38.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
*   [[File:User-documentaion-v2-39.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* [[File:User-documentaion-v2-40.png|center|link=LDAP_Module]][[LDAP Module]]
* [[File:User-documentaion-v2-41.png|center|link=Oauth Module]][[Oauth Module]]
* [[File:User-documentaion-v2-42.png|center|link=External Site Module]][[External Site Module]]
* [[File:User-documentaion-v2-43.png|center|link=FTP_module]][[FTP module]]
* [[File:User-documentaion-v2-44.png|center|link=GeoIPMaxmind Module]][[GeoIPMaxmind Module]]
* [[File:User-documentaion-v2-45.png|center|link=PayBox Module]][[PayBox Module]]
* [[File:User-documentaion-v2-46.png|center|link=Paypal Module]][[Paypal Module]]
* [[File:User-documentaion-v2-47.png|center|link=Stripe Module]][[Stripe Module]]
* [[File:User-documentaion-v2-48.png|center|link=ClickToDial_module]][[ClickToDial module]]
* [[File:User-documentaion-v2-49.png|center|link=One Click Printing]][[One Click Printing]]
* [[File:User-documentaion-v2-50.png|center|link=Receipt printers Module]][[Receipt printers Module]]
* [[File:User-documentaion-v2-51.png|center|link=Mailman and SPIP Module]][[Mailman and SPIP Module]]
* [[File:Webdav.jpg|70px|center|link=WebDAV]][[WebDAV]]
 
== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]
 
= Tactic Technical Components =
* [[File:substitutionvariable.png|60px|center|link=Substitution_Variables]] [[Substitution Variables]]
 
= Tactic FAQ =
 
* [[File:user-documentaion-77.png|center|link=Performance]] Increase Performance
* [[File:user-documentaion-80.png|center|link=Invoice-recover]] Delete Tactic invoice recovered
* [[File:user-documentaion-81.png|center|link=Troubleshooting]] Troubleshooting.
All of the other FAQs are available in the [[FAQ Category]] page for increasing the Tactic assistance for Tactic users.
 
= Tactic Resources =
* [[File:user-documentaion-82.png|center|link=Tactic_Time-zones]] [[Tactic Time-zones]]
 
= Customer Support =
* [[File:user-documentaion-83.png|center|link=Customer-invoice]] Tactic Customers Invoices
* [[File:user-documentaion-84.png|center|link=Management_Page]] Tactic HRM
* [[File:user-documentaion-85.png|center|link=Tactic_Clients_Support]] Tactic client support
* [[File:user-documentaion-86.png|center|link=Email-collector]] Tactic E-Mail Collector
* [[File:user-documentaion-87.png|center|link=Notification_Module]] Tactic Notification

Latest revision as of 06:21, 21 November 2022

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

Administration

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.

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)

Customer Relationship Management (CRM)

Vendor Relationship Management (VRM)

Financial Modules (Accounting/Treasury)

Product Management (PM)

Projects/Collaborative work

Electronic Content Management (ECM)

Multi-modules tools

Websites and other frontal applications

Interfaces with external systems

System

Tactic Technical Components

Tactic FAQ

  • User-documentaion-77.png
    Increase Performance
  • User-documentaion-80.png
    Delete Tactic invoice recovered
  • User-documentaion-81.png
    Troubleshooting.

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

Tactic Resources

Customer Support

  • User-documentaion-83.png
    Tactic Customers Invoices
  • User-documentaion-84.png
    Tactic HRM
  • User-documentaion-85.png
    Tactic client support
  • User-documentaion-86.png
    Tactic E-Mail Collector
  • User-documentaion-87.png
    Tactic Notification
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