Difference between revisions of "TACTIC Localization"

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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.
   This page contains the very basic features of Tactic, which are considered to be the most important features as well.  


== 1. Proposal Generation-- ==
== 1. 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.
   A proposal quite is a drafted document that can be presented to a customer for providing then with an idea about the products that can are sold or the services that are promised by the seller. The services provided by this feature are:
* Manage commercial proposals.
* Management of commercial proposals  
* Create your prospects or customers.
* Merging proposals of third parties for eliminating duplicate proposals
* Attach any notes or files to your prospect/customer sheet.
* Modification of proposal status
* Merge third parties to remove duplicate records...
* Creation of more than one address for each prospect or customer
* If you want, you can create one or several alternative addresses for each of your prospects or customers (one record/address for the director, another one for his or her assistant, another one for the delivery of legal service representative, etc.).
* Just modify the status in one click from the list view without even opening the prospect sheet...
* Set the status and potential of your prospects.




== 2. Quotes/Estimates-- ==
== 2. Quotes/Estimates-- ==
* Include predefined products to save time, or enter the full list of products and services manually...
This feature of Tactic offer management of quotes and estimates within an easy and more defined interface. This helps the user in:
* Create your Quote or Commercial Proposal.
* Inclusion of predefined products to save time and enter the full list of products and services manually  
* The PDF of your commercial proposal is automatically generated and updated.
* Creation of user preferred Quote or Commercial Proposal  
* Send your quote or a selection of quotes via email, directly from within the application.
* The digital copy of a commercial proposal is automatically generated and updated within time 
* Modify the status of your proposals to "Refused" or "Signed".
* Sending your quote or a selection of quotes via email, directly from within the application
* Follow the status of your commercial proposals.
* Modification the status of proposals such as changing "Refused" to "Signed" and more
* List and display all your quotes. Choose which information you want to see in your lists. Filter and sort them based on any criteria...
* Listing and displaying all the quotes
* Filtering the quotes based on their categories and criteria  
 




== 3. Customer Service Analytics-- ==
== 3. Customer Service Analytics-- ==
* The feature of Tactic analytics is very important for any business to control the business.
The feature of customer service analytics can be considered as one of the most important services provided by Tactic. It provides an updated overview for organisations regarding their performance of customer service. The primary services provides by this feature are:
* Customers, suppliers, and prospects directory.
* Management of customer, supplier and vendor directory  
* Commercial Proposal management with pdf generator.
* Management of commercial proposal along with PDF generator
* Standing orders management.
* Order management  
* Reuse prospects and customer database to send mass emailing.
* Reusing prospects and customer database of generating mass email
* Double entry accounting and general and auxiliary accounting.
* Application of Double entry accounting and general and auxiliary accounting
* Predefined statistics page gives useful information of the company or sell representative performance.
* A detailed and defined statistic page to analyse sell representative performance along with the management of useful and important information






== 4. Search/Filter-- ==
== 4. Search/Filter-- ==
* Each and every module has its default Search and filter script.
Every module in Tactic has the convenience of searching for specific database with the help of certain keywords. This feature allows the users to:
* Customer can search by module name, author name date of publication, etc.
* Search a module, a product, author name, publication date and more
* Filter your product catalog on any property of your choice.
* Filter product catalogue and other properties of choice  
* Customer can also search or filter by Activation date or date of graduation.
* Filter can also be done by activation date and graduation date  
* Search or filtration may be occurred by clients name as well as customer name of those who are existing.
* Search and filter can be applied in client name as well
* Search or filtration can also be done by search by area of application.
 


== 6. Expense Tracking-- ==
== 6. 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.
   This feature of Tactic is associated with managing an effective workflow by providing the employees with an easy interface to create their own expense report. The managers and admins can easily track the expense report and approve or decline those. The status upgrading feature allows to testify if the expenses have been paid or not.  
* Expense report requests.
* Creation and management of expense reports and expense report requests  
* An E-mail is generated automatically and sent to the employee supervisor.
* Generation of an email to be directed to the supervisors
* Approve the expense report.
* Validating or refusing expense reports in one click
* As a manager, find all the expense reports waiting for your approval, and validate or refuse them.
* Linking expense reports with leads or projects  
* Link expense reports to your lead/projects and retrieve them in the project overview.
* Application of export wizard to export the required data payroll providers  
* Use the export wizard to export all the data required by your bookkeeper or by any payroll providers.
* Definition of expense report in dictionaries for accumulating accurate statistics
* Define the type of expense reports in the dictionaries, so you will be able to have accurate statistics.

Revision as of 11:32, 6 December 2021

 This page contains the very basic features of Tactic, which are considered to be the most important features as well.

1. Proposal Generation--

 A proposal quite is a drafted document that can be presented to a customer for providing then with an idea about the products that can are sold or the services that are promised by the seller. The services provided by this feature are:
  • Management of commercial proposals
  • Merging proposals of third parties for eliminating duplicate proposals
  • Modification of proposal status
  • Creation of more than one address for each prospect or customer


2. Quotes/Estimates--

This feature of Tactic offer management of quotes and estimates within an easy and more defined interface. This helps the user in:
  • Inclusion of predefined products to save time and enter the full list of products and services manually
  • Creation of user preferred Quote or Commercial Proposal
  • The digital copy of a commercial proposal is automatically generated and updated within time
  • Sending your quote or a selection of quotes via email, directly from within the application
  • Modification the status of proposals such as changing "Refused" to "Signed" and more
  • Listing and displaying all the quotes
  • Filtering the quotes based on their categories and criteria


3. Customer Service Analytics--

The feature of customer service analytics can be considered as one of the most important services provided by Tactic. It provides an updated overview for organisations regarding their performance of customer service. The primary services provides by this feature are:
  • Management of customer, supplier and vendor directory
  • Management of commercial proposal along with PDF generator
  • Order management
  • Reusing prospects and customer database of generating mass email
  • Application of Double entry accounting and general and auxiliary accounting
  • A detailed and defined statistic page to analyse sell representative performance along with the management of useful and important information


4. Search/Filter--

Every module in Tactic has the convenience of searching for specific database with the help of certain keywords. This feature allows the users to:
  • Search a module, a product, author name, publication date and more
  • Filter product catalogue and other properties of choice
  • Filter can also be done by activation date and graduation date
  • Search and filter can be applied in client name as well


6. Expense Tracking--

 This feature of Tactic is associated with managing an effective workflow by providing the employees with an easy interface to create their own expense report. The managers and admins can easily track the expense report and approve or decline those. The status upgrading feature allows to testify if the expenses have been paid or not.
  • Creation and management of expense reports and expense report requests
  • Generation of an email to be directed to the supervisors
  • Validating or refusing expense reports in one click
  • Linking expense reports with leads or projects
  • Application of export wizard to export the required data payroll providers
  • Definition of expense report in dictionaries for accumulating accurate statistics
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