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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=
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.  
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.  
* [[General information on usage]]
* [[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:  
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:  
* [[Accounting simplified Module]]
== Human Resource Management (HR) ==
* [[Accounting double entry Module]]
* [[File:user-documentaion-69.png|center|link=User_module]][[User module]]
* [[Agenda Module]]
* [[File:user-documentaion-50.png|center|link=Members_Module]][[Members Module]]
* [[BOM Module]]
* [[File:User-documentaion-v2-01.png|center|link=Leave_Module]][[Leave request management Module]]
* [[Bank and cash module]]
* [[File:User-documentaion-v2-02.png|center|link=Expense_Reports_Module]][[Expense Reports Module]]
* [[Barcode Module]]
* [[File:User-documentaion-v2-003.png|center|link=Recruitment_Module]][[Recruitment Module]]
* [[Bookmark Module]]
 
* [[Categories Module]]
== Customer Relationship Management (CRM) ==
* [[ClickToDial module]]
* [[File:User-documentaion-v2-04.png|center|link=Third_Party_module]][[Third Party module]]
* [[Commercial Proposal module]]
* [[File:User-documentaion-v2-05.png|center|link=Commercial_Proposal_module]][[Quotations module]]
* [[Contract Module]]
* [[File:User-documentaion-v2-06.png|center|link=Sales_Order_Module]][[Sales Order Module]]
* [[Customer Invoice Module]]
* [[File:User-documentaion-v2-07.png|center|link=Shipment_Module]][[Shipment Module]]
* [[Donation Module]]
* [[File:User-documentaion-v2-08.png|center|link=Contract_Module]][[Contract Module]]
* [[Email Collector Module]]
* [[File:User-documentaion-v2-09.png|center|link=Intervention_Module]][[Intervention Module]]
* [[Emailing Module]]
* [[File:User-documentaion-v2-10.png|center|link=Tickets_Module]][[Tickets Module]]
* [[Expense Reports Module]]
* [[File:User-documentaion-v2-11.png|center|link=Knowledge_management_Module]][[Knowledge management Module]]
* [[Exports Module]]
*   [[File:Partmanicon.png|80px|center|link=Partnership_management_Module]][[Partnership management Module]]
* [[FTP module]]
 
* [[HRM Module]]
== Vendor Relationship Management (VRM) ==
* [[Import module]]
*   [[File:vendor.jpg|70px|center|link=Vendor Module]][[Vendor Module]]
* [[Intervention Module]]
*   [[File:Vendor_proposal.png|70px|center|link=Vendor Commercial Proposal Module]][[Vendor Commercial Proposal Module]]
* [[Knowledge management Module]]
*   [[File:User-documentaion-v2-12.png|center|link=Reception]][[Reception]]
* [[LDAP Module]]
*   [[File:user-documentaion-70.png|center|link=Incoterms Module]][[Incoterms Module]]
* [[Leave Module]]
* [[Lot/Serial Module]]
* [[Manufacturing Order Module]]
* [[Margin Module]]
* [[Members Module]]
* [[Module-builder Module]]
* [[Notification Module]]
* [[Point of Sale (SimplePOS) Module]]
* [[Point Of Sale (TakePOS)]]
* [[Product Module]]
* [[Project Module]]
* [[Purchase Order Module]]
* [[Resources Module]]
* [[Sales Order Module]]
* [[Scheduled jobs Module]]
* [[Services Module]]


= Tactic FAQ =
== 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]]
 
== 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]]
 
== 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]]


* [https://tactic-wiki.alsoft.org/index.php/Performance Increase Performance]
== Electronic Content Management (ECM) ==
* [https://tactic-wiki.alsoft.org/index.php/Release Tactic Release process]
* [[File:user-documentaion-59.png|center|link=DMS/ECM Module]][[DMS/ECM Module]]
* [https://tactic-wiki.alsoft.org/index.php/Remote Tactic remote access]
* [https://tactic-wiki.alsoft.org/index.php/Invoice-recover Delete Tactic invoice recovered]
* [https://tactic-wiki.alsoft.org/index.php/Troubleshooting Troubleshooting.]


== Multi-modules tools ==
* [[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)]]


= Customer Support =
== Interfaces with external systems ==
* [https://tactic-wiki.alsoft.org/index.php/Customer-invoice Tactic Customers Invoices]
* [[File:User-documentaion-v2-34.png|center|link=Social Networks Module]][[Social Networks Module]]
* [https://tactic-wiki.alsoft.org/index.php/Management_Page Tactic HRM]
* [[File:User-documentaion-v2-35.png|center|link=Notification_Module]][[Notification Module]]
* [https://tactic-wiki.alsoft.org/index.php/Clients_Support Tactic Leaves]
* [[File:User-documentaion-v2-36.png|center|link=Emailing_Module]][[Mass Emailing Module]]
* [https://tactic-wiki.alsoft.org/index.php/Email-collector Tactic E-Mail Collector]
* [[File:User-documentaion-v2-37.png|center|link=Email_Collector_Module]][[Email Collector Module]]
* [https://tactic-wiki.alsoft.org/index.php/Tacticwiki Tactic Notification]
*   [[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 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 =
* Display the list of records of the selected table.
* [[File:user-documentaion-82.png|center|link=Tactic_Time-zones]] [[Tactic Time-zones]]
* Display the list of tables of the current Tactic database
 
* Create one or several alternative addresses for each of your prospects or customers
= Customer 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-83.png|center|link=Customer-invoice]] Tactic Customers Invoices
* Create and convert your Quotes, Commercial proposals, Sale Orders, Interventions, Invoices...
* [[File:user-documentaion-84.png|center|link=Management_Page]] Tactic HRM
* Add / Edit / Delete records (submitted directly to the database).
* [[File:user-documentaion-85.png|center|link=Tactic_Clients_Support]] Tactic client support
* Merge third parties to remove duplicate records.
* [[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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