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=
=Quick Overview of Tactic=
*[https://tactic-wiki.alsoft.org/index.php/Tactcic_Page Know What About Tactic]
* [[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/Management_Page Tactic Team]
* [[File:user-documentaion-02.png|center|link=Management_Page]] [[Human Relationship Management (HR)]]
*[https://tactic-wiki.alsoft.org/index.php/Opportunities_Page Opportunities from Tactic]
* [[File:user-documentaion-03.png|center|link=Opportunities_Page]] [[Opportunities from Tactic]]
*[https://tactic-wiki.alsoft.org/index.php/Services_Page What Tactic Gives Client's]
* [[File:user-documentaion-04.png|center|link=Services_Page]] [[What Tactic Gives to its users]]
*[https://tactic-wiki.alsoft.org/index.php/Project_Page How Tactic will Manage Client's]
* [[File:user-documentaion-05.png|center|link=Project_Page]] [[Project Management]]
*[https://tactic-wiki.alsoft.org/index.php/Payment_page Tactic Transaction Process]
* [[File:user-documentaion-06.png|center|link=Payment_page]] [[Tactic transaction process]]
 
 


= Administration =
= Administration =
*[https://tactic-wiki.alsoft.org/index.php/Membership Tactic Membership Management]
*[[File:user-documentaion-07.png|center|link=Tactic Membership Management]][[Tactic Membership Management]]
* [https://tactic-wiki.alsoft.org/index.php/Automation Tactic Mailing Automation]
*[[File:user-documentaion-08.png|center|link=Automation]] [[Tactic Mailing Automation]]
*[https://tactic-wiki.alsoft.org/index.php/Ftp Tactic FTP Supports]
*[[File:user-documentaion-09.png|center|link=Tactic_FTP_Supports]] [[Tactic FTP Supports]]
* [https://tactic-wiki.alsoft.org/index.php/Usage-modules Usage (by modules / applications)]
*[[File:user-documentaion-10.png|center|link=Usage-modules]] [[Usage (by modules / applications)]]
*[https://tactic-wiki.alsoft.org/index.php/Click-to-call Tactic Click to Call Service]
*[[File:user-documentaion-11.png|center|link=ClickToDial_module]] [[ClickToDial module]]
* [https://tactic-wiki.alsoft.org/index.php/Lost-databse Lost my database password]
*[[File:user-documentaion-12.png|center|link=Lost-databse]] [[Lost-databse]]
*[https://tactic-wiki.alsoft.org/index.php/Point-of-sale How Point Of Sale Saves your Time]
*[[File:user-documentaion-13.png|center|link=Point_Of_Sale_(TakePOS)]] [[Point Of Sale]]
* [https://tactic-wiki.alsoft.org/index.php/Agenda Tactic Agenda Management]
*[[File:user-documentaion-14.png|center|link=Events/Agenda_Module]] [[Events/Agenda Module]]
*[https://tactic-wiki.alsoft.org/index.php/Dynamic_websites Create Dynamic Websites by Tactic ERP & CRM]
*[[File:user-documentaion-15.png|center|link=Dynamic_websites]] [[Creating dynamic websites]]
* [https://tactic-wiki.alsoft.org/index.php/Barcode Tactic ERP & CRM Barcode Initialization]
*[[File:user-documentaion-16.png|center|link=Barcode_Module]] [[Barcode Module]]
*[https://tactic-wiki.alsoft.org/index.php/Zapier_module Tactic Zapier Modules]
*[[File:user-documentaion-17.png|center|link=Zapier_module]] [[Zapier module]]
*[https://tactic-wiki.alsoft.org/index.php/Third-party Create Third-Party in Your Tactic]
*[[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 Modules/Applications=
* [https://tactic-wiki.alsoft.org/index.php/Proposal Tactic Commercial Proposals - Quotes]
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.  
* [https://tactic-wiki.alsoft.org/index.php/Double-entry Tactic Double Entry Accounting]
* [[File:user-documentaion-22.png|center|link=General information on usage]][[General information on usage]]
* [https://tactic-wiki.alsoft.org/index.php/Invoice Tactic Customers Invoices]
*   [[File:user-documentaion-22.png|center|link=First_setup]][[First setup]]  
* [https://tactic-wiki.alsoft.org/index.php/Expence-report Expense Reports by Tactic ERP & CRM]
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:
* [https://tactic-wiki.alsoft.org/index.php/Manufactures Usage of Manufacturing Orders]
== Human Resource Management (HR) ==
* [https://tactic-wiki.alsoft.org/index.php/Accounting Tactic Accounting Simplified]
* [[File:user-documentaion-69.png|center|link=User_module]][[User module]]
 
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
= Tactic Modules/Applications=
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave request management Module]]
<div Style="display:grid;grid-template-columns: repeat(4, 1fr);column-gap: 10px; background-color:#728C00; grid-row-gap: 30px;">
* [[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]]
  <div style="border: 1px solid green; background-color: #98AFC7; height: 150px;margin:8px;"> <div style="border: #add3d9;text-align: center;">
</div><div>
<span>*[https://tactic-wiki.alsoft.org/index.php/Tactcic_Page '''Know What About Tactic''']</span></br>
<span>*[https://tactic-wiki.alsoft.org/index.php/Management_Page '''Tactic Team''']</span></br>
<span>*[https://tactic-wiki.alsoft.org/index.php/Opportunities_Page '''Opportunities from Tactic''']</span></br>
<span>*[https://tactic-wiki.alsoft.org/index.php/Services_Page '''What Tactic Gives Client's''']</span></br>
<span>*[https://tactic-wiki.alsoft.org/index.php/Project_Page '''How Tactic will Manage Client's''']</span>
 
</div></div>
 
<div style="border: 1px solid green; background-color: #98AFC7; height: 150px; margin:8px; "> <div style="border: #add3d9;text-align: center;">
</div><div>
<span>* [https://tactic-wiki.alsoft.org/index.php/Management_Page '''Human Relationship Management''']</span></br>
<span>* [https://tactic-wiki.alsoft.org/index.php/Project_Page '''Project Management''']</span></br>
<span>* [https://tactic-wiki.alsoft.org/index.php/Vendor_Page '''Vendor Management''']</span></br>
<span>* [https://tactic-wiki.alsoft.org/index.php/Billing_Page '''Billing System''']</span></br>
<span>* [https://tactic-wiki.alsoft.org/index.php/Lead_Page '''Lead Management''']</span>
</div></div>


<div style="border: 1px solid green; background-color: #98AFC7; height: 150px; margin:8px; "> <div style="border: #add3d9;text-align: center;">
== Customer Relationship Management (CRM) ==
</div><div>
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Security_Page '''Security Management''']</span></br>
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Opportunities_Page '''Opportunities Management''']</span></br>
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Payment_page '''Tactic Payment''']</span></br>
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Clients_Support '''Tactic Clients Support''']</span></br>
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Order_Page '''Purchase Order Management''']</span>
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
</div></div>
* [[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]]


<div style="border: 1px solid green; background-color: #98AFC7; height: 150px; margin:8px;"> <div style="border: #add3d9;text-align: center;">
== Vendor Relationship Management (VRM) ==
</div><div>
*   [[File:vendor.jpg|70px|center|link=Vendor Module]][[Vendor Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Tactcic_Page What is '''TACTIC''' ? Why '''TACTIC''' ]</span></br>
*   [[File:Vendor_proposal.png|70px|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Services_Page '''TACTIC's Services''']</span></br>
*   [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Local_Page '''TACTIC Localization''']</span></br>
*   [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Email-marketing_Page '''Email Marketing''']</span></br>
<span>* [https://tactic-wiki.alsoft.org/index.php/Resources '''Tactic Resources''']</span>
</div></div>


   <div style="border: 1px solid green; background-color: #98AFC7; height: 150px; margin:8px; "> <div style="border: #add3d9;text-align: center;">
== Financial Modules (Accounting/Treasury) ==
</div><div>
*   [[File:Customer_invoice.png|70px|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
<span>*[https://tactic-wiki.alsoft.org/index.php/Membership '''Tactic Membership Management''']</span></br>
*  [[File:Vendor_invoice.png|70px|center|link=Vendor_invoice_module]][[Vendor invoice module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Automation '''Tactic Mailing Automation''']</span></br>
*  [[File:User-documentaion-66.png|center|link=Tax_Module]][[Tax Module]]
<span>*[https://tactic-wiki.alsoft.org/index.php/Dynamic_websites '''Create Dynamic Websites by Tactic ERP & CRM''']</span></br>
*  [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Usage-modules '''Usage (by modules / applications)''']</span></br>
*  [[File:Loan.png|70px|center|link=Loans Module]][[Loans Module]]
<span>*[https://tactic-wiki.alsoft.org/index.php/Click-to-call '''Tactic Click to Call Service''']</span>
*   [[File:User-documentaion-57.png|center|link=Donation_Module]][[Donation Module]]
</div></div>
*   [[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]]


<div style="border: 1px solid green; background-color: #98AFC7; height: 150px; margin:8px;"> <div style="border: #add3d9;text-align: center;">
== Product Management (PM) ==
</div><div>
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Lost-databse '''Lost my database password''']</span></br>
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
<span>*[https://tactic-wiki.alsoft.org/index.php/Point-of-sale '''How Point Of Sale Saves your Time''']</span></br>
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Agenda '''Tactic Agenda'' Management]</span></br>
* [[File:User-documentaion-v2-19.png|center|link=Lot/Serial_Module]][[Product Lots Module]]
<span>*[https://tactic-wiki.alsoft.org/index.php/Ftp Tactic ''FTP''' Supports]</span></br>
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Barcode Tactic ERP & CRM '''Barcode Initialization''']</span>
* [[File:User-documentaion-v2-21.png|center|link=BOM_Module]][[Bills of Material Module]]
</div></div>
* [[File:User-documentaion-v2-22.png|center|link=Manufacturing_Order_Module]][[Manufacturing Order Module]]


<div style="border: 1px solid green; background-color: #98AFC7; height: 150px; margin:8px;"> <div style="border: #add3d9;text-align: center;">
== Projects/Collaborative work ==
</div><div>
* [[File:Project.png|70px|center|link=Projects or Leads Module]][[Projects or Leads Module]]
<span>*[https://tactic-wiki.alsoft.org/index.php/Third-party Create '''Third-Party''' in Your Tactic]</span></br>
* [[File:User-documentaion-58.png|center|link=Events/Agenda_Module]][[Events/Agenda Module]]
<span>*[https://tactic-wiki.alsoft.org/index.php/Zapier_module Tactic '''Zapier''' Modules]</span></br>
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Proposal Tactic '''Commercial Proposals''' - Quotes]</span></br>
* [[File:EOicon.png|80px|center|link=Event_Organization]][[Event Organization]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Double-entry Tactic '''Double Entry''' Accounting]</span></br>
<span>* [https://tactic-wiki.alsoft.org/index.php/Invoice Tactic '''Customers Invoices''']</span>
</div></div>


  <div style="border: 1px solid green; background-color: #98AFC7; height: 150px; margin:8px;"> <div style="border: #add3d9;text-align: center;">
== Electronic Content Management (ECM) ==
</div><div>
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Expence-report '''Expense Reports''' by Tactic ERP & CRM]</span></br>
<span>* [https://tactic-wiki.alsoft.org/index.php/Manufactures Usage of '''Manufacturing Orders''']</span></br>
<span>* [https://tactic-wiki.alsoft.org/index.php/Accounting Tactic '''Accounting Simplified''']</span></br>
<span>*[https://tactic-wiki.alsoft.org/index.php/Payment_page Tactic '''Transaction Process''']</span></br>
<span>* [https://tactic-wiki.alsoft.org/index.php/Performance '''Increase Performance''']</span>
</div></div>


<div style="border: 1px solid green; background-color: #98AFC7; height: 150px; margin:8px; "> <div style="border: #add3d9;text-align: center;">
== Multi-modules tools ==
</div><div>
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags and Categories Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Release Tactic '''Release process''']</span></br>
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Remote Tactic '''Remote Access''']</span></br>
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Invoice-recover '''Deleted Invoice Recovered''']</span></br>
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Troubleshooting '''Troubleshooting'''.]</span></br>
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Customer-invoice Tactic '''Customers Invoices''']</span>
* [[File:User-documentaion-v2-30.png|center|link=Import_module]][[Data Imports module]]
</div></div>
* [[File:User-documentaion-v2-31.png|center|link=Exports_Module]][[Data Exports Module]]


<div style="border: 1px solid green; background-color: #98AFC7; height: 150px; margin:8px;"> <div style="border: #add3d9;text-align: center;">
== Websites and other frontal applications ==
</div><div>
* [[File:User-documentaion-v2-32.png|center|link=Poll_Module]][[Poll, Survey or Vote Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Management_Page Tactic '''HRM''']</span></br>
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Clients_Support Tactic '''Leaves''']</span></br>
* [[File:user-documentaion-54.png|center|link=Point_Of_Sale_(TakePOS)]][[Point Of Sale (TakePOS)]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Email-collector Tactic '''E-Mail Collector''']</span></br>
<span>* [https://tactic-wiki.alsoft.org/index.php/Tacticwiki Tactic '''Notification''']</span></br>
<span>TACTIC's Services</span>
</div></div>


   <div style="border: 1px solid green; background-color: #98AFC7; height: 150px; margin:8px; "> <div style="border: #add3d9;text-align: center;">
== Interfaces with external systems ==
</div><div>
* [[File:User-documentaion-v2-34.png|center|link=Social Networks Module]][[Social Networks Module]]
<span>TACTIC's Services</span></br>
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notification Module]]
<span>TACTIC's Services</span></br>
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
<span>TACTIC's Human Resource Management</span></br>
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email Collector Module]]
<span>TACTIC's Localization </span></br>
*   [[File:User-documentaion-v2-38.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
<span>TACTIC's Services</span>
*  [[File:User-documentaion-v2-39.png|center|link=Web_service_SOAP_API_Module]][[Web service SOAP API Module]]
</div></div>
* [[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]]


<div style="border: 1px solid green; background-color: #98AFC7; height: 150px; margin:8px; "> <div style="border: #add3d9;text-align: center;">
== System ==
</div><div>
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]
<span>TACTIC's Services</span></br>
<span>TACTIC's Services</span></br>
<span>TACTIC's Human Resource Management</span></br>
<span>TACTIC's Localization </span></br>
<span>TACTIC's Services</span>
</div></div>


</div>
= Tactic Technical Components =
* [[File:substitutionvariable.png|60px|center|link=Substitution_Variables]] [[Substitution Variables]]


= Tactic FAQ =
= Tactic FAQ =


* [https://tactic-wiki.alsoft.org/index.php/Performance Increase Performance]
* [[File:user-documentaion-77.png|center|link=Performance]] Increase Performance
* [https://tactic-wiki.alsoft.org/index.php/Release Tactic Release process]
* [[File:user-documentaion-80.png|center|link=Invoice-recover]] Delete Tactic invoice recovered
* [https://tactic-wiki.alsoft.org/index.php/Remote Tactic remote access]
* [[File:user-documentaion-81.png|center|link=Troubleshooting]] Troubleshooting.
* [https://tactic-wiki.alsoft.org/index.php/Invoice-recover Delete Tactic invoice recovered]
All of the other FAQs are available in the [[FAQ Category]] page for increasing the Tactic assistance for Tactic users.
* [https://tactic-wiki.alsoft.org/index.php/Troubleshooting Troubleshooting.]
 


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


= Customer Support =
= Customer Support =
* [https://tactic-wiki.alsoft.org/index.php/Customer-invoice Tactic Customers Invoices]
* [[File:user-documentaion-83.png|center|link=Customer-invoice]] Tactic Customers Invoices
* [https://tactic-wiki.alsoft.org/index.php/Management_Page Tactic HRM]
* [[File:user-documentaion-84.png|center|link=Management_Page]] Tactic HRM
* [https://tactic-wiki.alsoft.org/index.php/Clients_Support Tactic Leaves]
* [[File:user-documentaion-85.png|center|link=Tactic_Clients_Support]] Tactic client support
* [https://tactic-wiki.alsoft.org/index.php/Email-collector Tactic E-Mail Collector]
* [[File:user-documentaion-86.png|center|link=Email-collector]] Tactic E-Mail Collector
* [https://tactic-wiki.alsoft.org/index.php/Tacticwiki Tactic Notification]
* [[File:user-documentaion-87.png|center|link=Notification_Module]] 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 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

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    Increase Performance
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    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

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    Tactic Customers Invoices
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    Tactic HRM
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    Tactic client support
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    Tactic E-Mail Collector
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    Tactic Notification
Retrieved from "http://tactic-wiki.alsoft.org/index.php?title=User-Documentaion&oldid=2961"