Difference between revisions of "User documentation"
From Tactic Wiki
Tag: Manual revert |
m |
||
| Line 1: | Line 1: | ||
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= | |||
*[https://tactic-wiki.alsoft.org/index.php/Tactcic_Page Know What About Tactic] | |||
*[https://tactic-wiki.alsoft.org/index.php/Management_Page Tactic Team] | |||
*[https://tactic-wiki.alsoft.org/index.php/Opportunities_Page Opportunities from Tactic] | |||
*[https://tactic-wiki.alsoft.org/index.php/Services_Page What Tactic Gives Client's] | |||
*[https://tactic-wiki.alsoft.org/index.php/Project_Page How Tactic will Manage Client's] | |||
*[https://tactic-wiki.alsoft.org/index.php/Payment_page Tactic Transaction Process] | |||
= Tactic | |||
= Administration = | |||
*[https://tactic-wiki.alsoft.org/index.php/Membership Tactic Membership Management] | |||
* [https://tactic-wiki.alsoft.org/index.php/Automation Tactic Mailing Automation] | |||
*[https://tactic-wiki.alsoft.org/index.php/Ftp Tactic FTP Supports] | |||
* [https://tactic-wiki.alsoft.org/index.php/Usage-modules Usage (by modules / applications)] | |||
*[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] | |||
*[https://tactic-wiki.alsoft.org/index.php/Point-of-sale How Point Of Sale Saves your Time] | |||
* [https://tactic-wiki.alsoft.org/index.php/Agenda Tactic Agenda Management] | |||
*[https://tactic-wiki.alsoft.org/index.php/Dynamic_websites Create Dynamic Websites by Tactic ERP & CRM] | |||
* [https://tactic-wiki.alsoft.org/index.php/Barcode Tactic ERP & CRM Barcode Initialization] | |||
*[https://tactic-wiki.alsoft.org/index.php/Zapier_module Tactic Zapier Modules] | |||
*[https://tactic-wiki.alsoft.org/index.php/Third-party Create Third-Party in Your Tactic] | |||
= Tactic Modules/Applications= | |||
* [https://tactic-wiki.alsoft.org/index.php/Proposal Tactic Commercial Proposals - Quotes] | * [https://tactic-wiki.alsoft.org/index.php/Proposal Tactic Commercial Proposals - Quotes] | ||
* [https://tactic-wiki.alsoft.org/index.php/Double-entry Tactic Double Entry Accounting] | * [https://tactic-wiki.alsoft.org/index.php/Double-entry Tactic Double Entry Accounting] | ||
| Line 9: | Line 33: | ||
* [https://tactic-wiki.alsoft.org/index.php/Accounting Tactic Accounting Simplified] | * [https://tactic-wiki.alsoft.org/index.php/Accounting Tactic Accounting Simplified] | ||
= Tactic FAQ = | = Tactic FAQ = | ||
| Line 23: | Line 44: | ||
* [https://tactic-wiki.alsoft.org/index.php/Invoice-recover Delete Tactic invoice recovered] | * [https://tactic-wiki.alsoft.org/index.php/Invoice-recover Delete Tactic invoice recovered] | ||
* [https://tactic-wiki.alsoft.org/index.php/Troubleshooting Troubleshooting.] | * [https://tactic-wiki.alsoft.org/index.php/Troubleshooting Troubleshooting.] | ||
= Customer Support = | = Customer Support = | ||
| Line 30: | Line 53: | ||
* [https://tactic-wiki.alsoft.org/index.php/Email-collector Tactic E-Mail Collector] | * [https://tactic-wiki.alsoft.org/index.php/Email-collector Tactic E-Mail Collector] | ||
* [https://tactic-wiki.alsoft.org/index.php/Tacticwiki Tactic Notification] | * [https://tactic-wiki.alsoft.org/index.php/Tacticwiki Tactic Notification] | ||
= Customer Service Analytics-- = | = Customer Service Analytics-- = | ||
| Line 44: | Line 69: | ||
= Customer Database-- = | = Customer Database-- = | ||
* Display the list of records of the selected table. | * Display the list of records of the selected table. | ||
* Display the list of tables of the current Tactic database | * Display the list of tables of the current Tactic database | ||
Revision as of 06:40, 28 August 2021
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
- Know What About Tactic
- Tactic Team
- Opportunities from Tactic
- What Tactic Gives Client's
- How Tactic will Manage Client's
- Tactic Transaction Process
Administration
- Tactic Membership Management
- Tactic Mailing Automation
- Tactic FTP Supports
- Usage (by modules / applications)
- Tactic Click to Call Service
- Lost my database password
- How Point Of Sale Saves your Time
- Tactic Agenda Management
- Create Dynamic Websites by Tactic ERP & CRM
- Tactic ERP & CRM Barcode Initialization
- Tactic Zapier Modules
- Create Third-Party in Your Tactic
Tactic Modules/Applications
- Tactic Commercial Proposals - Quotes
- Tactic Double Entry Accounting
- Tactic Customers Invoices
- Expense Reports by Tactic ERP & CRM
- Usage of Manufacturing Orders
- Tactic Accounting Simplified
Tactic FAQ
- Increase Performance
- Tactic Release process
- Tactic remote access
- Delete Tactic invoice recovered
- Troubleshooting.
Customer Support
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.
