User-Documentaion

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 is an easy to use and upgrade ERP & CRM software, which has a number of module and applications that can help the users to take a step ahead in business management. For knowing the working procedure of each module this page of user documentation has been designed. This will help the users to understand how to work with Tactic easily and swiftly.

• General information on usage

Upon understanding the general information, the users may start their journey with Tactic of understanding the working procedure of each module. The primary modules of Tactic are:

• Accounting simplified Module
• Accounting double entry Module
• Agenda Module
• BOM Module
• Bank and cash module
• Barcode Module
• Bookmark Module
• Categories Module
• ClickToDial module
• Commercial Proposal module
• Contract Module
• Customer Invoice Module
• Donation Module
• Email Collector Module
• Emailing Module
• Expense Reports Module
• Exports Module
• FTP module
• HRM Module
• Import module
• Intervention Module
• Knowledge management Module
• LDAP Module
• Leave Module
• Lot/Serial Module
• Manufacturing Order Module
• Margin Module
• Members Module
• Module-builder Module
• Notification Module
• Point of Sale (SimplePOS) Module
• Point Of Sale (TakePOS)
• Product Module
• Project Module
• Purchase Order Module
• Resources Module
• Sales Order Module
• Scheduled jobs Module
• Services Module

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.