Difference between revisions of "Features"

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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. Primary features include sales management, human resource management, product, and stock management, financial management, billing, marketing management, and reporting, etc.
= Human Resource Management (HR) =
Tactic includes a REST API that allows users to integrate with third-party applications.
* [[First_setup#First_day_of_the_week|The Users can set first day of week as per their preferences]]
* [[First_setup#Force_login|The users can force login value when creating a user from a member]]
* [[Members_Module#Creating_business_cards|Business cards for members can be generated]]
* [[Members_Module#Adding_different_files|Different files on member cards can be added]]
* [[Expense_Reports_Module#Adding_notes|Public and private notes can be added to the expense reports]] 
* [[Leave_request_management_Module#Refusing_a_leave|Leaves that were previously validated can be refused]]
* [[Leave_request_management_Module#Creating_a_leave_for_someone_else|The users can apply for leaves for someone else if they have the right permission to accomplish so]]
* [[Leave_request_management_Module#Adding_files_to_leave_requests|Files can be added to leave requests]]
* [[Expense_Reports_Module#Creating_expense_report_for_another_user|The users can create for expense reports for someone else if they have the right permission to accomplish so]]
* [[Expense_Reports_Module#Cloning_an_expense_report|Expense reports can be cloned]]
* [[Members_Module#Creating_a_third-party_from_a_member|Company alias’ name can be added when you add a company from a member]]
* [[User_module#Creation_of_a_new_user|Date of birth of the user can be added on user card]]
*  [[User_module#Creation_of_a_new_user|Employment anniversary can be added like birthday.]]
*  [[User_module#Exporting_user_related_security_events|Security events can be exported.]]
*  [[Members_Module#Creation_of_Member_types|Member types can be created from member creation form.]]
*  [[User_module#Public_Virtual_Cards|Public virtual card can be added for each user.]]


= Customer Relationship Management (CRM) =
* [[Third_Party_module#Defining_price_level_for_a_prospect|Price level can be defined for prospects]]
* [[Quotations_module#Exporting_a_proposal|Commercial proposals can be exported]]
* [[Third_Party_module#Life_cycle_of_a_third_party|The users can select third parties’ emails in emailing module for all third parties with expired contract's lines]]
* [[Third_Party_module#Creating_a_contact_in_third_party_module|Information from third party card are automatically suggested when creating a contact from a third party]]
* [[Intervention_Module#Adding_attachment_to_an_intervention|Attachments can be added on intervention cards]]
* [[Third_Party_module#Creation_of_a_new_Third_Party|Customer code and supplier code are defined automatically]]
* [[Quotations_module#Creation_of_a_proposal|Proposal date can be modified if status is draft]]
* [[Quotations_module#Other_Information|Proposal validation can be notified via emails]]
* [[Third_Party_module#Creation_of_a_new_Third_Party|When creating a third party from a member, it is set as a new customer]]
* [[Third_Party_module#Adding_default_language|Default language for third parties can be added and used if the multilanguage module is enabled]]
* [[Intervention_Module#Sending_intervention_via_email|Intervention cards can be sent by emails]]
* [[Third_Party_module#Adding_logos_to_a_third-party_card|Logos can be added on third-party card]]
* [[Third_Party_module#Adding_extrafields|The users can use extrafields on third parties]]
* [[Quotations_module#Reopening_a_proposal|A closed commercial proposal can be opened]]
* [[Quotations_module#Creation_of_a_proposal|Delivery date is shown in proposal template]]
* [[Third_Party_module#Editing_customer_codes|Customer codes can be edited at any time]]
* [[Sales_Order_Module#Creating_sales_order_from_contract|Orders can be created from contract]] 
* [[Quotations_module#Creating_a_proposal_from_Intervention|Proposals can be created from interventions]]
* [[Shipment_Module#Reopening_a_shipment|Closed shipments can be reopened]]
* [[Tickets_Module#Creation_of_a_new_ticket|Messages are shown on ticket card]]
* [[Quotations_module#Adding_notes_to_a_proposal|Public and private notes can be added in proposals]]
* [[User_module#Creating_a_user_from_a_third-party|The status of members can be chosen to be either external or internal while creating a member linked to a third-party]]
* [[Quotations_module#Creation_of_a_proposal|The users can edit fields of proposal when proposal is not yet signed]] 
* [[Quotations_module#Online_signature|Online signature for proposal are available]]
* [[Quotations_module#Other_Information|The prices on proposal can be updated while initiating proposal cloning]]
* [[Quotations_module#Cloning_a_proposal|The users can clone commercial proposals and orders]]
* [[Sales_Order_Module#Creating_orders_from_proposal|Manual orders from proposal can be created]]
* [[Sales_Order_Module#Creating_orders_from_proposal|Supplier reference on supplier orders can be added]]
* [[Sales_Order_Module#Cloning_an_order|The users can clone an order with prices updates]]
*  [[Shipment_Module#Creation_of_shipment|Online signatures can be added to shipments now.]]
*  [[Intervention_Module#Adding_online_signature|Online signature for interventions can be enabled.]]
*  [[Partnership_management_Module#Creating_a_new_partnership|All partnerships can be displayed in the partnership tab of the third-party cards.]]
*  [[Third_Party_module#Setting_up_unique_VAT_IDs_for_third_parties|Unique VAT IDs for third parties can be defined.]]
*  [[Third_Party_module#Auto_defining_barcode_numbers|Barcode numbers for third parties can be auto defined.]]
*  [[Tickets_Module#Notification_on_a_ticket_creation|Notifications can be sent via email when tickets are assigned.]]
*  [[Other_setup#Proposals_Module|Accept and refused steps of proposals/quotations can be skipped now.]]


== 1. ''CRM and Sales'' – ==
= Vendor Relationship Management (VRM) =
* [[Vendor_invoice_module#Functionalities_of_invoice_module|Warning can be sent if vendor payment is higher than due amount]]
* [[Vendor_invoice_module#Creating_an_invoice_from_an_order|Vendor invoices can be created from vendor orders]]
* [[Vendor_Module#Creating_a_contact_for_a_vendor|Contact to vendor orders can be added]]
*  [[Vendor_Commercial_Proposal_Module#Proposal_template|Vendor proposal PDFs can be merged into one.]]


This module stores all contact information within a database, so the sales repository can manage their pipelines, create quotes and process the orders. Contact information can be exported into a spreadsheet or another third-party application.
= Financial Modules (Accounting/Treasury) =
* [[Donation_Module#Adding_projects|Projects can be added on donation sheets]]
* [[Customer_Invoice_Module#Other_Information|Product labels are added in invoice exports fields]]
* [[Accounting_double_entry_Module#Accounting_codes|Accountancy code for product (buy and sell) can be set]]
* [[Vendor_invoice_module#Functionalities_of_invoice_module|Bank name, from which the amount is paid or the to which the payment is received, is shown on invoice]]
* [[Accounting_double_entry_Module#Sales_journal_and_purchase_journal|Sales journal and Purchase journal report can be added]]
* [[Vendor_invoice_module#Creating_an_invoice_from_an_order|Vendor invoice can be created from purchase order]]
* [[Donation_Module#Cancelling_a_donation|Donations can be cancelled]]
* [[Customer_Invoice_Module#Functionalities_of_invoice_module|Payment notes can be edited]]
* [[Customer_Invoice_Module#Other_Information|Customer payments are supported with online payment link]]
* [[Customer_Invoice_Module#Functionalities_of_invoice_module|Invoice module asks date of invoice when using the Clone feature]]
* [[Vendor_invoice_module#Creating_an_invoice_from_reception|Vendor invoice can be created from a reception]]
* [[Customer_Invoice_Module#Other_Information|Miscellaneous payment can be cloned]]
* [[Customer_Invoice_Module#Creation_of_invoice|Customer invoice template list is available in Tactic. The users can add input date from/to]]
* Support for recurring purchase invoices is available in Tactic
* [[List of available currencies in Tactic]]
*  [[Salaries_Module#Sending_salary-related_updates_via_email|Emails can be sent directly from the salary file.]]
*  [[Salaries_Module#Modifying_dates|Date of payment of a salary (if not reconciled) can be modified.]]
*  [[Salaries_Module#Adding_a_document|Documents can be added to a payment.]]


* Create your prospects or customers.
= Product Management (PM) =
* Create alternative contacts/addresses.
* [[Product_Module#Cloning_products|Confirmation is needed while cloning products]]
* Set the status and potential of your prospects.
* [[Product_Module#Adding_stocks|Stocks can be added in product lists]]
* Create and convert your Quotes, Commercial proposals, Sale  Orders,  Interventions, Invoices...
* [[Stocks_Module#Filtering_stocks|List of stock movement can be filtered based on date or product]]
* Follow-up your prospects, and your customers.
* [[Stocks_Module#Automatic_updating_of_stocks|Limit for stock alert can be set to 0]]
* Create your Lead/Opportunity.
* [[Product_Module#Cloning_products|New product ref can be defined when cloning]]
* Use your opportunities for a 360-degree view.
* [[Stocks_Module#Automatic_updating_of_stocks|Automatic stock increase increases the stock on dispatching of products from a vendor order receipt]]
* Follow your open opportunities.
* [[Stocks_Module#Functionalities_of_Stock_Module|Comments on stock dispatching can be added that are to be save into stock movements]]
* Analysed your performance.
* [[Product_Module#Using_personalized_fields|Personalized fields can be used on products/services]]
* Create tickets automatically from emails.
* [[Stocks_Module#Correcting_stock|Stock of a warehouse can be corrected from warehouse card]]
* [[Product_Module#Creation_of_product_variants|Child label of product variants change if parent label changes]]
* [[Product_Module#Cloning_products|Linked categories are copied on product clone process]]
* [[Product_Module#Creation_of_a_new_product|Products are sorted by product reference]]
* [[Product_Module#Creation_of_product_variants|Reference on product variants can be forced]]
* [[Product_Module#Adding_a_default_warehouse|Default warehouses can be added for product dispatch]]
* [[Product_Module#Adding_default_BOM|The default BOM on a product can be set by the users]]
*  [[Product_Module#Adding_stocks_and_inventory|Product categories can be used to make inventory.]]
*   [[Product_Module#Adding_a_default_warehouse|Multiple warehouses can be selected while viewing stock of a date of past.]]
*   [[Product_Module#Updating_multiple_product_prices|Multiple product prices can be updated via mass-action.]]
*   [[Product_Lots_Module#Adding_notes_to_Product_lots|Notes can be added to product lots.]]


== 2. Human Relationship Management (HR)- ==
= Projects/Collaborative work =
* [[Projects_or_Leads_Module#Adding_a_contact|Contacts can be linked to the projects]]
* [[Projects_or_Leads_Module#Adding_a_project_to_contract|Project can be set while creating a contract]]
* [[Projects_or_Leads_Module#Functionalities_of_Project_Module|Project module supports status of project and end date]]
* [[Projects_or_Leads_Module#Other_Information|Project module support Gantt diagrams]]
* [[Events/Agenda_Module#Functionalities_of_Agenda_Module|Week view for calendar is available]]
* [[Projects_or_Leads_Module#Cloning_a_project|Cloning project allows the users to clone task, notes, projects files, tasks files, and contacts]]
* [[Events/Agenda_Module#Functionalities_of_Agenda_Module|Event into calendar signifies different users with different colors]]
* [[Projects_or_Leads_Module#Workload|Workload field on tasks suggests the amount of time that should be invested each day to complete the task on time]]
* [[Projects_or_Leads_Module#Other_Information|An event automatically created whenever a project is created]]
* [[Projects_or_Leads_Module#Functionalities_of_Project_Module|Project card shows opportunity amount]]
* [[Projects_or_Leads_Module#Other_Information|Hourly value of the users can be added to the projects if the module salary is on]]
* [[Projects_or_Leads_Module#Other_Information|The users can add project's task to agenda on create event form]]
*  [[Other_setup#Projects_Module|Open projects can be hidden from the project list of the project area.]]
*  [[Projects_or_Leads_Module#Functionalities_of_Project_Module|Multiple users can be assigned to multiple projects at once via mass-action.]]
*  [[Event_Organization#Exporting_an_ICS_File|ICS file of an event can be exported via a link.]]
*  [[Event_Organization#Add_date_and_location|Date and location of event can be added to event management now.]]


  With self-service functionality, employees can manage their leave, request time off and fill out their timesheets and expense reports. Managers can approve time-off and expense reimbursement requests.
= Multi-modules tools =
* Create your employee/user accounts.
* [[Data_Exports_Module#Functionalities_of_Export_Module|VAT numbers are added in export fields]]
* Define the hierarchy of your employees/users.
* [[Tags_and_Categories_Module#Filtering_a_category|The users can filter third parties lists on categories]]
* Define an hourly rate for each of your employees.
* [[Tags_and_Categories_Module#Filtering_a_category|The users can filter products and services lists on categories]]
* Set a user e-mail and a nice corporate email signature.
* [[Tags_and_Categories_Module#Adding_a_category_to_a_member|Categories can be added to members as well]]
* Set permissions for your users or groups.
* [[Tags_and_Categories_Module#Creating_a_Tag/Category|Colors on tags and categories help in differentiating those]]
* Personalize the display for each user.
* Leave requests, expenses reports, and timesheets.
* Define Job positions.
* Publish your open job positions.
* Manage the recruitment process.
* Record applications automatically with the Email Collector.
* Expense report requests.
* Validate and send e-mail for approval.
* Approve the expense report.


== 3. Product & Stock-- ==
= Websites and other frontal application =
* [[Point_Of_Sale#Adding_different_bank_accounts|Different bank accounts can be used in the course of POS.]]
* [[Point_Of_Sale#Other_Information|POS module can work with only one payment method]]
* [[Website_Module#Adding_tags_or_categories|The users can choose cash account during POS login]]
* [[Website_Module#Adding_tags_or_categories|Tags and categories can be set for the websites as well]]
*  [[Other_setup#Website_Module|An alternate payment screen for TakePOS can be added]]
*  [[Other_setup#Website_Module|Option “TAKEPOS_HIDE_PRODUCT_PRICES” can be added to other setup to hide product prices in TakePOS]]
*  [[Point_Of_Sale#Other_Information|Currency can be displayed in TakePOS menu.]]
*  [[Poll,_Survey_or_Vote_Module#Adding_a_comment_to_a_poll|Comments can be added to survey after the closure of voting.]]


  Users can manage their product and service catalogs, including the price and quantity of each item. They can also track the stock from each warehouse location. Other features are procurement management, shipment tracking, serial/lot management, and materials resource planning.
= Interfaces with external systems =
* Manage your product and service catalog.
* [[One_Click_Printing#Setup|Print icon is showed in the pages without menu to allow direct printing]]
* Manage your selling and buying prices.
* [[Mass_Emailing_Module#Errors-to|Field errors-to in emailing can be added for users’ convenience]]
* Track the performance of your products or services.
* [[Mass_Emailing_Module#Adding_inline_image|Inline images can be used in emails]]
* Manage Margins.
* [[Mass_Emailing_Module#Removing_a_file|The attached file on email can be removed if attachment was wrong]]
* Manage BOMs (Bills Of Materials).
* [[Mass_Emailing_Module#Functionalities_of_emailing_module|Files can be attached on emailing campaigns]]
* Manufacturing Orders.
* [[First_setup#Logo|Your logo can be shown on top of left menu]]
* Lots and Serial Management.
* [[Mass_Emailing_Module#Adding_third-parties_as_an_email_target|The users can select third-parties into emailing targets, even if module category is not enabled]]
* Manage Warehouses.
* Module mailman can be used for subscribing or unsubscribing to mail list according to categories or type of member
* Manage Stock Movements.
* Options to send an email when [[Paypal_Module#Email_confirmation|PayPal]] or [[PayBox_Module#Email_confirmation|Paybox]] payment is done, can be added
* Automatic virtual stock and easy replenishment process.
* [[Mass_Emailing_Module#Sending_emails_from_third-party_card|Emails can be sent from third-party card]]
* [[Notification_Module#Setup|Notification module support expense report validation as well as holiday validation and approval]]
* [[Tickets_Module#Creation_of_a_ticket,_but_in_public_interface|Ticket message notifications is received when the ticket is edited from public interface]]


== 4. CMS, Website, E-Commerce, POS-- ==
= Miscellaneous features =
Users can create their own website with this module. Tactic provides website templates, but users have the option to create their own from scratch with the website editor.
* [[General_information_on_usage#List_view|A quick add button is added at the top of the list view for each of the modules in Tactic]]
* Create your website.
* [[Other_setup#Global_options|Add constant MAIN_LOGIN_BADCHARUNAUTHORIZED to define bad character unauthorized into login name]]
* Use the container/page architecture to organize content.
* [[Other_setup#Ticket_Module|Add a constant to send notification to the third-parties after a ticket creation]]
* Test your website with no need for any external web server.
* [[First_setup#Backup|A method to generate a backup file for user with no access to MySQLdump binary]]
* Include dynamic content on your website.
* [[First_setup#Help_and_support|Tactic allows you the help of Tacticwiki directly from the software]]
* Serve your website with your own servers like Apache or Nginx.
* [[Customer_Invoice_Module#Making_several_invoices_at_once|The users can make invoices for several orders at one go]]
* If you use an external e-Commerce solution.
* [[Bank_and_cash_module#Reconciliation|Financial transactions can be reconciliated on bank module]]
* If you use the embedded e-Commerce solution.
* A module can add its entries into cron module
 
* [[Other_setup#Global_options|Checkboxes can be shifted to the left side]]
== 5. Finance & Billing-- ==
* [[Scheduled_jobs_Module#Setting_up_Monthly_Frequency|A monthly frequency (or multiple) in cron tasks can be set.]]
 
  Financial data (e.g., expenses, revenue) is pulled into the general ledger from other modules, so users can validate the data and export the ledger into their financial system.
* Create your Invoices.
* Send your invoice and manage payments.
* Follow the status of your open Invoices.
* Analysed your billing performance.
* Reuse your invoices with other modules.
* Setup your chart of accounts and your accounting number.
* Validate the accounting number before they are added to your Ledger.
 
=== 6. Marketing-- ===
 
  Marketers can create email campaigns with either the WYSIWYG editor or the HTML editor. They can import email addresses from different sources, and the software automatically discards duplicate emails.
* Create your Emailing content with a friendly editor.
* Select your recipients from your existing data.
* Test your campaign in one click.
* Send your emailing campaign.
* Duplicate your campaign to quickly restart it later.
 
==== 7. Integration, Development-- ====
 
  Integrate your ERP with any other application using Tactic's APIs, Triggers, and Hooks
* Extract any data or insert, update, or delete records using our new REST APIs.
* Triggers and Hooks.
* Use your own LDAP server so your users will share the same password.
* Use the Payment modules (for example, PayPal, Stripe, PayBox...).
* Define the SMTP properties of your SMTP email hosting provider.
* Integrate Google services like Google Maps, Google Contacts, etc.
 
== 8. Productivity -- ==
 
  The productivity module has a projects feature where users can manage projects and tasks. It integrates with the timesheet feature, enabling users to see the time spent on each task.
* Create Projects, Leads, or Opportunities.
* Define who can view or edit the project.
* You can also create sub-tasks.
* Record the time spent on Projects/Tasks.
* Follow your project or tasks.
* Project overview.
* Manually create events in the past or future.
* Setup module to define the events which need to be recorded automatically.
* View events in different agenda views.
 
== 9. Marketing Automation-- ==
 
  Tactic supports a point of sale interface for restaurants, traditional shops, and bars. The drag-and-drop interface helps users define tables, floors, and rooms. Invoices and orders can be assigned to a table, and it supports automatic stock updates and a touchscreen POS.
* Tactic supports a point of sale interface for restaurants, traditional shops, and bars...
* Tactic can set up accounts and dispatch data like salaries, products, expense reports, purchases, and sales in ledger tables...
* It allows users to integrate their ERP with other applications using hooks, triggers, or APIs...
 
== 10. Mobile Access-- ==
  Your CRM (or Customer Relationship Management) system plays an important role in the functions of your business. Allowing it to be used from a Smartphone has significant benefits for your organization.
* The menu is managed by native applications.
* Integration with your phone or other applications is better through Tactic ERP & CRM Software.
* Upgrading Tactic ERP & CRM will not break its features.
* Tactic ERM & CRM use embedded image resources to reduce bandwidth.
* Tactic ERP & CRM Software uses internal cache for pages that should not change your original data.
 
== 11. Multi-Currency-- ==
 
  The tactic has a unique multi-currency solution in its Tactic ERP & CRM Software which can be used anywhere around the world without the loss of a single currency. Tactic Multi-currency features are-
* Enter the exchange rate or automatically update the Internet.
* Choice of currency used in the purchase order.
* Choice of currency used in the supplier price.
* Show the amount in words depending on the currency used.
 
=== 12. Multi-Period Recurring Billing-- ===
 
  The tactic has very fast billing software in its Tactic ERP & CRM software to make the billing system easier as the user wants. This module will help to make the billing system bandwidth.
* Create your invoices (common invoices, down payments, credit notes) from scratch or from your customer sheet...
* Send your invoice and manage payments via e-mail.
* Follow the status of your open Invoice, list, and display all your orders.
* Analysed your billing performance using Tactic ERP & CRM Software.
* Reuse your invoices with other modules.
 
== 13. Online Invoicing-- ==
 
  Create your invoices (common invoices, down payments, credit notes) from scratch or from your customer sheet. Depending on the modules/features you have enabled, you can also generate your invoice from your proposals (Proposal module), your orders (Order module), your contracts (Contract module), and/or interventions (Intervention module)
* Include predefined products to save you time, or enter full content manually.
* Your invoices can also be generated automatically using the recurring template invoices.
* The document of your invoice (PDF, ODT, etc.) is automatically generated and updated.
* Provide your customer a link to pay online using Pay-pal, Stripe, Pay-box, etc.
 
== 14. Opportunity Management-- ==
 
  Create your quotes as well as commercial proposals and send them by email from within the application. Enter events or set up reminders in the agenda. Link any data (events, quotes, orders ...) to your opportunities, so that you can easily find all information from the past with respect to the opportunity.
* Use your opportunities for a 360-degree view.
* Define an amount and a probability for winning your opportunities.
* reuse the project to create new tasks to begin and track the project executions.
* Change the status of your opportunities into "Won" or "Lost".
* Follow your open opportunities.
 
== 15. Order Management-- ==
 
  The creation of an invoice needs to go on the card of a third party, on the tab "Customer" (this requires your third party has a customer nature).
* Create Purchase Orders, Approve, Receive and Bill your Purchase Orders...
* If you are tracking your stock, then use the stock dispatching wizards to receive products in your warehouses...
* Calculation of Weighted Average Price can be done automatically...
* Use the wizard to provision and stock your warehouses based on defined optimal quantities...
* Generate your Purchase Orders automatically...
 
== 16. Payment Processing-- ==
 
  Depending on the payment mode, the page may prepare the payment on the remote system. If maybe API call or a redirect to another page. Then the page shows the form to enter the payment information (credit card number). The page may also choose to make a redirect to another page (on the remote system) that asks for this information.
* Create your invoices (common invoices, down payments, credit notes) from scratch or from your customer sheet.
* The document of your invoice (PDF, ODT, etc.) is automatically generated and updated.
* Your invoices can also be generated automatically using the recurring template invoices.
 
== 17. Project Management-- ==
 
  Use the Tactic project module according to your needs. Track Leads, Opportunities, Internal, Customer, or Supplier Projects.
* Add the predefined fields of your choice to make the data more manageable, complete, and as accurate as you need it to be...
* Make the project public or select the employees and/or partners who can participate in the project…
* Time counter of user's spent time on a particular project.
* You can also create sub-tasks and have a hierarchy of tasks.
* Enter the estimated progress of your tasks/project during the same step in which the time spent is entered.
 
== 18. Proposal Generation-- ==
 
  A proposal or quote is a document you suggest to a customer to give him an idea of what you can do/sell at which price.
* Manage commercial proposals.
* Create your prospects or customers.
* Attach any notes or files to your prospect/customer sheet.
* Merge third parties to remove duplicate records...
 
== 19. Purchase Order Management-- ==
 
  Using Tactic RP & CRM Software open customer orders and open purchase orders and automatically calculate the correct quantity to buy.
* Generate your Purchase Orders automatically.
* Create Purchase Orders, Approve, Receive and Bill your Purchase Orders.
* Receive your Products at your doorstep.
* Use the wizard to provision and stock your warehouses based on defined optimal quantities.
* Procurement Management by our free service.
 
== 20. Receipt Management-- ==
 
  The receipt Management feature offers a workflow to let your employees make their expense report. The manager will receive alerts to refuse or approve the expense report. You can also follow if it has been paid or not.
* Create your shipments in one click from any order. Compare the quantity shipped with the quantity to ship...
* Your stock is updated automatically when you make a new shipment...
* Validate your expense report for approval. An E-mail is generated automatically and sent to the employee supervisor.
* As a manager, find all the expense reports waiting for your approval, and validate or refuse them.
* Easily track your shipment with a direct link to the transporter tracking tool that is automatically filled.
 
 
== 22. Expense Tracking-- ==
 
  The expenses report feature offers a workflow to let your employees make their expense report. The manager will receive alerts to refuse or approve the expense report. You can also follow if it has been paid or not.
* Expense report requests.
* An E-mail is generated automatically and sent to the employee supervisor.
* Approve the expense report.
* As a manager, find all the expense reports waiting for your approval, and validate or refuse them.
* Link expense reports to your lead/projects and retrieve them in the project overview.
 
== 23. Resource Management-- ==
  With self-service functionality, employees can manage their leave, request time off and fill out their timesheets and expense reports. Managers can approve time-off and expense reimbursement requests.
* Create your employee/user accounts.
* Define the hierarchy of your employees/users.
* Define an hourly rate for each of your employees.
* Set permissions for your users or groups.
* Personalize the display for each user.
* Leave requests, expenses reports, and timesheets.
* Define Job positions.
* Publish your open job positions.
 
== 24. Transaction History-- ==
 
* Let your employees fill in their expenses reports. A permission system tells who can and can't record such requests.
* Use the export wizard to export all the data required by your bookkeeper or by any payroll providers.
* Follow which expense report was paid or not.
* As a manager, find all the expense reports waiting for your approval, and validate or refuse them.
* Define the type of expense reports in the dictionaries, so you will be able to have accurate statistics.
 
== 25. Vendor Management-- ==
 
* Your vendor management system can improve your organization’s efficiencies.
* This tool is customizable and can run on shared, dedicated, or virtual systems.
* When all your vendor data is consolidated in one location, you can manage your relationships with heightened efficiency, which your suppliers will appreciate.
* As a central hub for vendor master data and record-keeping, this software can reduce the duplication of data, loss of contracts, labor costs, and errors.
* Tactic offers a multi-platform suite that can be updated to the latest version.
 
== 26. Warehouse Management-- ==
 
* Define the desired quantity for each product so that the replenishment tool will be able to generate supplier orders automatically to restore the stock.
* Make a mass stock change, inventory, or transfer in one step.
* Automatic virtual stock and easy replenishment process.
* Use both your real stock and virtual stock to make your replenishment in just a few clicks.
* Record your stock movement manually and/or configure your application to increase or decrease your stock automatically.
 
== 27. Alerts/Notifications-- ==
 
* Anyone can get the dashboard alert that is called “Products: Stock Alert” to list products that are below the desired stock level.
* Tactic ERP & CRM Software can alert you or noticed you to buy some products from them by email or SMS notification.
* Tactic ERP & CRM Software can gives you any special discount on any products by Email or SMS notification.
* Tactic ERP & CRM Software will alert you before the proper prior time of your Hosting expiration date.
* Tactic ERP & CRM Software alert you if they have any external module as well as product if they launched.
 
== 28. Cataloguing/Categorization-- ==
 
* Manage your product and service catalog.
* Define your selling and/or buying prices, and keep a history of all your changes.
* Predefined and dynamic statistical reports allow you to view graphs, charts, and tables showing you the quantity and amount of products and services offered in proposals, orders, and/or invoices.
* Track the performance of your products or services.
* reuse the Variant feature to generate variant products (similar products with a different color or size, for example).
* If you use the purchase features, the margins module may help you to review financial data and margins for each product or service.
 
== 29. Client Management-- ==
 
* Set the status and potential of your prospects.
* Create and convert your Quotes, Commercial proposals, Sale      Orders, Interventions, Invoices...
* Follow-up your prospects, and your customers.
* Create your Lead/Opportunity.
* Your customer will be able to consult and download their proposals, orders, and invoices.
* Allows your customers to create and view their tickets.
* Allows consultation of validated invoices (PDF download).
 
== 30. Completion Tracking-- ==
 
* Use the Tactic ERP & CRM Software according to your needs. Track Leads, Opportunities, Internal, Customer, or Supplier Projects.
* Create Projects, Leads, or Opportunities for your customers as well as clients.
* An Admin can define properties on your tasks like planned workload and assign specific users.
* track their progress and compare the progress with what you had initially planned.
*Get the potential turnover of your leads instantly, weighed with the probability, to get a calculated (probable) future turnover.
* Make the project public or select the employees and/or partners who can participate in the project.

Latest revision as of 07:06, 28 October 2024

Human Resource Management (HR)

Customer Relationship Management (CRM)

Vendor Relationship Management (VRM)

Financial Modules (Accounting/Treasury)

Product Management (PM)

Projects/Collaborative work

Multi-modules tools

Websites and other frontal application

Interfaces with external systems

Miscellaneous features

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