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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 =
*[[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]]
= 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/Membership Tactic Membership Management]
*   [[File:vendor.jpg|70px|center|link=Vendor Module]][[Vendor Module]]
* [https://tactic-wiki.alsoft.org/index.php/Automation Tactic Mailing Automation]
*   [[File:Vendor_proposal.png|70px|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
*[https://tactic-wiki.alsoft.org/index.php/Ftp Tactic FTP Supports]
*   [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception]]
* [https://tactic-wiki.alsoft.org/index.php/Usage-modules Usage (by modules / applications)]
*   [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]
*[https://tactic-wiki.alsoft.org/index.php/Click-to-call Tactic Click to Call Service]
 
* [https://tactic-wiki.alsoft.org/index.php/Lost-databse Lost my database password]
== Financial Modules (Accounting/Treasury) ==
*[https://tactic-wiki.alsoft.org/index.php/Point-of-sale How Point Of Sale Saves your Time]
*  [[File:Customer_invoice.png|70px|center|link=Customer_Invoice_Module]][[Customer Invoice Module]]
* [https://tactic-wiki.alsoft.org/index.php/Agenda Tactic Agenda Management]
*   [[File:Vendor_invoice.png|70px|center|link=Vendor_invoice_module]][[Vendor invoice module]]
*[https://tactic-wiki.alsoft.org/index.php/Dynamic_websites Create Dynamic Websites by Tactic ERP & CRM]
*  [[File:User-documentaion-66.png|center|link=Tax_Module]][[Tax Module]]
* [https://tactic-wiki.alsoft.org/index.php/Barcode Tactic ERP & CRM Barcode Initialization]
*   [[File:User-documentaion-25.png|center|link=Salaries Module]][[Salaries Module]]
*[https://tactic-wiki.alsoft.org/index.php/Zapier_module Tactic Zapier Modules]
*  [[File:Loan.png|70px|center|link=Loans Module]][[Loans Module]]
*[https://tactic-wiki.alsoft.org/index.php/Third-party Create Third-Party in Your Tactic]
*   [[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]]


== Product Management (PM) ==
* [[File:User-documentaion-v2-16.png|center|link=Product Module]][[Product Module]]
* [[File:User-documentaion-v2-17.png|center|link=Services Module]][[Services Module]]
* [[File:User-documentaion-v2-18.png|center|link=Stocks Module]][[Stocks Module]]
* [[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]]


= Tactic Modules/Applications=
== Projects/Collaborative work ==
* [https://tactic-wiki.alsoft.org/index.php/Proposal Tactic Commercial Proposals - Quotes]
* [[File:Project.png|70px|center|link=Projects or Leads Module]][[Projects or Leads Module]]
* [https://tactic-wiki.alsoft.org/index.php/Double-entry Tactic Double Entry Accounting]
* [[File:User-documentaion-58.png|center|link=Events/Agenda_Module]][[Events/Agenda Module]]
* [https://tactic-wiki.alsoft.org/index.php/Invoice Tactic Customers Invoices]
* [[File:User-documentaion-v2-24.png|center|link=Resources_Module]][[Resources Module]]
* [https://tactic-wiki.alsoft.org/index.php/Expence-report Expense Reports by Tactic ERP & CRM]
* [[File:EOicon.png|80px|center|link=Event_Organization]][[Event Organization]]
* [https://tactic-wiki.alsoft.org/index.php/Manufactures Usage of Manufacturing Orders]
* [https://tactic-wiki.alsoft.org/index.php/Accounting Tactic Accounting Simplified]


= 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/Performance Increase Performance]
== Multi-modules tools ==
* [https://tactic-wiki.alsoft.org/index.php/Release Tactic Release process]
* [[File:User-documentaion-v2-25.png|center|link=Categories_Module]][[Tags and Categories Module]]
* [https://tactic-wiki.alsoft.org/index.php/Remote Tactic remote access]
* [[File:User-documentaion-v2-26.png|center|link=Multicurrency Module]][[Multicurrency Module]]
* [https://tactic-wiki.alsoft.org/index.php/Invoice-recover Delete Tactic invoice recovered]
* [[File:User-documentaion-v2-27.png|center|link=Bookmark_Module]][[Bookmarks & Shortcuts Module]]
* [https://tactic-wiki.alsoft.org/index.php/Troubleshooting Troubleshooting.]
* [[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]]


= Customer Support =
== System ==
* [https://tactic-wiki.alsoft.org/index.php/Customer-invoice Tactic Customers Invoices]
* [[File:user-documentaion-61.png|center|link=Scheduled jobs Module]][[Scheduled jobs Module]]
* [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-- =
= Tactic Technical Components =
* [[File:substitutionvariable.png|60px|center|link=Substitution_Variables]] [[Substitution Variables]]


* The feature of Tactic analytics is very important for any business to control the business.
= Tactic FAQ =
* 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.


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

  • 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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