Purchase Order Management

Order management is one of the primary features of an ERP & CRM solution. Tactic is capable of managing orders within a simple yet effective interface. The page that manages purchase orders is included in the commerce module within the software. 

1. Purchase Order Management--

Tactic has a unique feature of calculating the correct quantity of purchasing a material by using the open customer orders and purchase orders. The purchase order management features provided by Tactic are: 

• Generation of purchase orders automatically
• Creation of purchase orders along with approving, receiving and billing the purchase orders without having to face much issues
• The products can be received at the door step
• Using the wizard warehouses can be stocked and managed based on a specific defined optimal quantity
• Tactic provides a free service to manage procurement
• The software automatically calculated weighted average price

2. Purchasing & Receiving--

Purchasing and receiving of products and payments through Tactic is easy to track as the software provides a notification service to alert the users, which increases convenience of the users. 

• Mail notification is provided on any payment or any purchase
• SMS notification is also provided upon payment and purchase
• Free of cost online payment more recovery
• Product tracking service upon order confirmation until it reaches to the users
• Order cancellation at any time after order confirmation

3. Order Management--

Creation of order invoice requires to be made in the “billing” module. The “third party” module can be used to manage customer invoices as well. However, the users need to create customers before proceeding with invoice making. The order management criteria is has a similar management system as purchase order management. 

4. Order Tracking--

Tactics order tracking module helps the users in tracking all he commercial orders along with re-launch and piloting. The users are easily able to monitor the orders as well. This helps in keeping the customers up to date by sending them a tracking option for their orders. 

• Easy update or changing of status of orders, such as changing “confirmed” to “validated” or “delivered”
• The orders can be defined as “delivered” after being the orders reaching to the customers
• Keeping track of customer orders to optimize stocks in marinating order flow in a positive manner
• Tactic can be used to maintain parcel content. The documents can be edited along with the parcel labels. The labels can be designed to be informative, which can be helpful for the order processors to process customers’ orders without allowing any mishaps.
• The users can check each and every steps related to orders
• The follow-up page provides a full tracking service to enhance user experience

5. Receipt Management--

Receipt management feature is integrated with the expense report features, which provides the employees with the convenience of drafting their own expense report. These expense reports are directly sent to the managers or supervisors, who can accept or decline the expense requests. 

6. Discount Management--

The discount management features provided by Tactic are: 

• Keeping track of all the provided discounts to the customers
• Tracking all the discount reports at a single apace
• Managing all the discount coupons
• Sending discount offers through email or SMS