Difference between revisions of "User-Documentaion"

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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.
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=
* [[File:user-documentaion-01.png|center|link=What_is_TACTIC_%3F_Why_TACTIC]] [[What is TACTIC ? Why TACTIC]]
* [[File:user-documentaion-02.png|center|link=Management_Page]] [[Human Relationship Management (HR)]]
* [[File:user-documentaion-03.png|center|link=Opportunities_Page]] [[Opportunities from Tactic]]
* [[File:user-documentaion-04.png|center|link=Services_Page]] [[What Tactic Gives to its users]]
* [[File:user-documentaion-05.png|center|link=Project_Page]] [[Project Management]]
* [[File:user-documentaion-06.png|center|link=Payment_page]] [[Tactic transaction process]]


= Tactic Documentation =
= Administration =
* [https://tactic-wiki.alsoft.org/index.php/Proposal Tactic Commercial Proposals - Quotes]
*[[File:user-documentaion-07.png|center|link=Tactic Membership Management]][[Tactic Membership Management]]
* [https://tactic-wiki.alsoft.org/index.php/Double-entry Tactic Double Entry Accounting]
*[[File:user-documentaion-08.png|center|link=Automation]] [[Tactic Mailing Automation]]
* [https://tactic-wiki.alsoft.org/index.php/Invoice Tactic Customers Invoices]
*[[File:user-documentaion-09.png|center|link=Tactic_FTP_Supports]] [[Tactic FTP Supports]]
* [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Expense Reports by Tactic ERP & CRM]
*[[File:user-documentaion-10.png|center|link=Usage-modules]] [[Usage (by modules / applications)]]
* [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Usage of Manufacturing Orders]
*[[File:user-documentaion-11.png|center|link=ClickToDial_module]] [[ClickToDial module]]
* [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Tactic Accounting Simplified]
*[[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]]
 
= 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]]
 
== Customer Relationship Management (CRM) ==
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge management Module]]
*  [[File:Partmanicon.png|80px|center|link=Partnership_management_Module]][[Partnership management Module]]


= Administration =
== Vendor Relationship Management (VRM) ==
* [https://tactic-wiki.alsoft.org/index.php/mediawiki-announce Tactic Wiki release mailing list]
*   [[File:vendor.jpg|70px|center|link=Vendor Module]][[Vendor Module]]
* [https://tactic-wiki.alsoft.org/index.php/Localisation#Translation_resources Tactic ERP & CRM Prerequisites]
*   [[File:Vendor_proposal.png|70px|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Learn how to combat spam on your wiki]
*   [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception]]
* [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Installation | Upgrade | Setup]
*   [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]
* [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Usage (by modules / applications)]
* [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Tactic Quick overview]
* [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Direct Printing]
* [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Tactic ERP & CRM Barcode Initialization]


= Installation | Upgrade | Setup =
== Financial Modules (Accounting/Treasury) ==
*  [[File:Customer_invoice.png|70px|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
*  [[File:Vendor_invoice.png|70px|center|link=Vendor_invoice_module]][[Vendor invoice module]]
*  [[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]]


* [https://tactic-wiki.alsoft.org/index.php/mediawiki-announce Tactic ERP & CRM Installation]
== Product Management (PM) ==
* [https://tactic-wiki.alsoft.org/index.php/Localisation#Translation_resources Tactic ERP & CRM Setup]
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Tactic ERP & CRM Upgrade]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Tactic ERP & CRM Users Session]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Usage of Tactic ERP & CRM]
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Order Module]]


== 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]]


= Tactic FAQ =
== Electronic Content Management (ECM) ==
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]


* [https://tactic-wiki.alsoft.org/index.php/Manual:Configuration_settings Increase Performance]
== Multi-modules tools ==
* [https://tactic-wiki.alsoft.org/index.php/Manual:FAQ Tactic Auto-installer]
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags and Categories Module]]
* [https://tactic-wiki.alsoft.org/index.php/mediawiki-announce Lost my database password]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [https://tactic-wiki.alsoft.org/index.php/Localisation#Translation_resources Tactic Release process]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Tactic remote access]
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
* [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Delete Tactic invoice recovered]
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
* [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Troubleshooting.]
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports module]]
* [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Tactic Agenda Management]
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]


= Customer Support =
== Websites and other frontal applications ==
* [https://tactic-wiki.alsoft.org/index.php/Manual:Configuration_settings Tactic Customers Invoices]
* [[File:User-documentaion-v2-32.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
* [https://tactic-wiki.alsoft.org/index.php/Manual:FAQ Tactic HRM]
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
* [https://tactic-wiki.alsoft.org/index.php/mediawiki-announce Tactic Leaves]
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]
* [https://tactic-wiki.alsoft.org/index.php/Localisation#Translation_resources Tactic EMail Collector]
* [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Tactic Notification]


   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.
== Interfaces with external systems ==
* E-Mail (commercial support) to each and every customer.
* [[File:User-documentaion-v2-34.png|center|link=Social Networks Module]][[Social Networks Module]]
* Forum and Wiki (community support).
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notification Module]]
* A list of companies can be read/edited by every user/company that needs/provide support on Tactic.
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* Question answer support.
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email Collector Module]]
* Forum support.
*  [[File:User-documentaion-v2-38.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
* Blogging support.
*   [[File:User-documentaion-v2-39.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
* SMS support to each and every customer.
* [[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]]


= Customer Service Analytics-- =
== System ==
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]


* The feature of Tactic analytics is very important for any business to control the business.
= Tactic Technical Components =
* Customers, suppliers, and prospects directory.
* [[File:substitutionvariable.png|60px|center|link=Substitution_Variables]] [[Substitution Variables]]
* 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.


= 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.


= Customer Database-- =
= Tactic Resources =
* [[File:user-documentaion-82.png|center|link=Tactic_Time-zones]] [[Tactic Time-zones]]


* Display the list of records of the selected table.
= Customer Support =
* Display the list of tables of the current Tactic database
* [[File:user-documentaion-83.png|center|link=Customer-invoice]] Tactic Customers Invoices
* Create one or several alternative addresses for each of your prospects or customers
* [[File:user-documentaion-84.png|center|link=Management_Page]] Tactic HRM
* 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.
* [[File:user-documentaion-85.png|center|link=Tactic_Clients_Support]] Tactic client support
* Create and convert your Quotes, Commercial proposals, Sale Orders, Interventions, Invoices...
* [[File:user-documentaion-86.png|center|link=Email-collector]] Tactic E-Mail Collector
* Add / Edit / Delete records (submitted directly to the database).
* [[File:user-documentaion-87.png|center|link=Notification_Module]] Tactic Notification
* Merge third parties to remove duplicate records.

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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