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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]]
 
 
= Staring the software: =


= 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]]
* [[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]]


= Tactic Modules/Applications=
== Customer Relationship Management (CRM) ==
<div Style="display:grid;grid-template-columns: repeat(4, 1fr);column-gap: 10px; background-color:#728C00; grid-row-gap: 30px;">
* [[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]]


  <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 '''Know What About 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/Management_Page '''Tactic Team''']</span></br>
*   [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception]]
<span>*[https://tactic-wiki.alsoft.org/index.php/Opportunities_Page '''Opportunities from Tactic''']</span></br>
*   [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]
<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>
== 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]]


<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/Management_Page '''Human Relationship Management''']</span></br>
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Project_Page '''Project Management''']</span></br>
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Vendor_Page '''Vendor 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/Billing_Page '''Billing System''']</span></br>
* [[File:User-documentaion-v2-20.png|center|link=Product Variants Module]][[Product Variants Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Lead_Page '''Lead Management''']</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/Security_Page '''Security Management''']</span></br>
* [[File:User-documentaion-58.png|center|link=Events/Agenda_Module]][[Events/Agenda Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Opportunities_Page '''Opportunities Management''']</span></br>
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Payment_page '''Tactic Payment''']</span></br>
* [[File:EOicon.png|80px|center|link=Event_Organization]][[Event Organization]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Clients_Support Tactic '''Clients Support''']</span></br>
<span>* [https://tactic-wiki.alsoft.org/index.php/Order_Page '''Purchase Order Management''']</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/Tactcic_Page What is '''TACTIC''' ? Why '''TACTIC''' ]</span></br>
<span>* [https://tactic-wiki.alsoft.org/index.php/Services_Page '''TACTIC's Services''']</span></br>
<span>* [https://tactic-wiki.alsoft.org/index.php/Local_Page '''TACTIC Localization''']</span></br>
<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;">
== 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/Membership Tactic '''Membership Management''']</span></br>
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Automation Tactic '''Mailing Automation''']</span></br>
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
<span>*[https://tactic-wiki.alsoft.org/index.php/Dynamic_websites '''Create Dynamic Websites''' by Tactic ERP & CRM]</span></br>
* [[File:User-documentaion-v2-28.png|center|link=Barcode_Module]][[Barcode Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Usage-modules '''Usage (by modules / applications)''']</span></br>
* [[File:User-documentaion-v2-29.png|center|link=Workflow_Module]][[Inter-modules Workflow Module]]
<span>*[https://tactic-wiki.alsoft.org/index.php/Click-to-call Tactic '''Click to Call Service''']</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/Lost-databse '''Lost my database password''']</span></br>
* [[File:User-documentaion-v2-33.png|center|link=Website_Module]][[Website Module]]
<span>*[https://tactic-wiki.alsoft.org/index.php/Point-of-sale '''How Point Of Sale Saves your Time''']</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/Agenda Tactic '''Agenda Management''']</span></br>
<span>*[https://tactic-wiki.alsoft.org/index.php/Ftp Tactic '''FTP Supports''']</span></br>
<span>* [https://tactic-wiki.alsoft.org/index.php/Barcode Tactic ERP & CRM '''Barcode Initialization''']</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>*[https://tactic-wiki.alsoft.org/index.php/Third-party Create '''Third-Party''' in Your Tactic]</span></br>
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notification Module]]
<span>*[https://tactic-wiki.alsoft.org/index.php/Zapier_module Tactic '''Zapier''' Modules]</span></br>
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Proposal Tactic '''Commercial Proposals''' - Quotes]</span></br>
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email Collector Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Double-entry Tactic '''Double Entry''' Accounting]</span></br>
*  [[File:User-documentaion-v2-38.png|center|link=Web_services_REST_API_Module]][[Web services REST API Module]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Invoice Tactic '''Customers Invoices''']</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>* [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;">
= Tactic Technical Components =
</div><div>
* [[File:substitutionvariable.png|60px|center|link=Substitution_Variables]] [[Substitution Variables]]
<span>* [https://tactic-wiki.alsoft.org/index.php/Release Tactic '''Release process''']</span></br>
<span>* [https://tactic-wiki.alsoft.org/index.php/Remote Tactic '''Remote Access''']</span></br>
<span>* [https://tactic-wiki.alsoft.org/index.php/Invoice-recover '''Deleted Invoice Recovered''']</span></br>
<span>* [https://tactic-wiki.alsoft.org/index.php/Troubleshooting '''Troubleshooting'''.]</span></br>
<span>* [https://tactic-wiki.alsoft.org/index.php/Customer-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;">
</div><div>
<span>* [https://tactic-wiki.alsoft.org/index.php/Management_Page Tactic '''HRM''']</span></br>
<span>* [https://tactic-wiki.alsoft.org/index.php/Clients_Support Tactic '''Leaves''']</span></br>
<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>
</div></div>
 
 
</div>


= 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
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    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
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