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

• Tactic Commercial Proposals - Quotes
• Tactic Double Entry Accounting
• Tactic Customers Invoices
• Expense Reports by Tactic ERP & CRM
• Usage of Manufacturing Orders
• Tactic Accounting Simplifid

Administration

• Tactic Mailing Automation
• Usage (by modules / applications)
• Lost my database password
• Tactic Agenda Management
• Tactic ERP & CRM Barcode Initialization

Tactic FAQ

• Increase Performance
• Tactic Release process
• Tactic remote access
• Delete Tactic invoice recovered
• Troubleshooting.

Customer Support

• Tactic Customers Invoices
• Tactic HRM
• Tactic Leaves
• Tactic E-Mail Collector
• 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.