User documentation

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 Documentation

• Configuration settings list
• Tactic Wiki FAQ
• Tactic Wiki release mailing list
• Localised Tactic Wiki for your language
• Learn how to combat spam on your wiki
• Installation | Upgrade | Setup
• Usage (by modules / applications)
• [1]
• Tactic Quick overview

Administration

• Tactic Wiki release mailing list
• Localised Tactic Wiki for your language
• Learn how to combat spam on your wiki
• Installation | Upgrade | Setup
• Usage (by modules / applications)
• [2]
• Tactic Quick overview

Installation | Upgrade | Setup

• Tactic Wiki release mailing list
• Localised Tactic Wiki for your language
• Learn how to combat spam on your wiki
• Installation | Upgrade | Setup
• Usage (by modules / applications)
• [3]
• Tactic Quick overview

Customer Support

• Configuration settings list
• MediaWiki FAQ
• MediaWiki release mailing list
• Localise MediaWiki for your language
• Learn how to combat spam on your wiki

 This area can help you to get a Help support service on Tactic. Some parts of this service are available in English only, some are free and some are commercial.

• E-Mail (commercial support) to each and every customer.
• Forum and Wiki (community support).
• A list of companies can be read/edited by every user/company that needs/provide support on Tactic.
• Question answer support.
• Forum support.
• Blogging support.
• SMS support to each and every customer.

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.