Difference between revisions of "What Tactic Gives to its users"

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== 1. Finance & Billing-- ==
Tactic is capable of providing a number of diverse services, which can help a small and medium sized business to manage their products, finances, vendors, sellers and much more within an efficient structure. The primary services that are provided by Tactic include, Finance and billing, marketing, effective management of product and stock and data warehousing services.


  Financial data (e.g., expenses, revenue) is pulled into the general ledger from other modules, so users can validate the data and export the ledger into their financial system.
== Finance & Billing ==
* Create your Invoices.
* Send your invoice and manage payments.
* Follow the status of your open Invoices.
* Analysed your billing performance.
* Reuse your invoices with other modules.
* Setup your chart of accounts and your accounting number.
* Validate the accounting number before they are added to your Ledger.
* Analysed your Ledger, balance.
* Export your ledger in the format of your choice.
* Make the reconciliation of your bank account from the same menus.
* Maintain a history of your bank receipt.


== 2. Marketing-- ==
Management of financial data is provided by Tactic is a more effective and easier interface for enhancing user experience. For eliminating confusion and complexity from financial data, such as expenses and revenue, has been pulled into a general ledger from other modules. This has made it easier for the users to validate data and put the ledger into their financial system. The additional services provided by this feature are:
  Marketers can create email campaigns with either the WYSIWYG editor or the HTML editor. They can import email addresses from different sources, and the software automatically discards duplicate emails.
* [[Customer_Invoice_Module| Creating invoices without having to face much complexity]]
* Create your Emailing content with a friendly editor.
* Sending invoices and managing payments within a secure interface
* Select your recipients from your existing data.
* Following the statuses of open invoices and keeping a track
* Test your campaign in one click.
* Analyzing performance related to billing
* Send your emailing campaign.
* Reusing invoices within other modules in times of necessity
* Duplicate your campaign to quickly restart it later.
* Setting up account number and manage a chart of accounts
* Third-party E-mailing service (Mail-Chimp, SendInBlue, Send-Grid...)
* Validating account number before adding those into ledger
* Create the poll or survey and add the questions you want to ask.
* Analyzing ledger and balance
* Ask your employees, colleagues, or partners to vote.
* Exporting ledger into different formats
* Read and download the poll results.
* Managing bank receipts and keeping a track of previous payments
* Managing customer invoices, vendor invoices, billable orders and other important financial and billing related data in different criteria under same menu


== Marketing ==
Tactic provides an opportunity for the marketers to use the software as a marketing tool for enhancing their business and profitability. With the assistance of WYSIWYG editor or the HTML editor marketers can easily create email campaigns. Tactic also allows to import email address from different sources. Additionally, Tactic itself eliminates duplicate emails for enhancing marketing performance. The marketing features associated with this service are:
* [[Mass_Emailing_Module| Creation of marketing content within email with the assistance of an email editor]]
* Selection of recipients from existing data and different sources
* Testing the eligibility and efficiency of campaigns with just one click
* Duplication of campaign to omit error and to restart in time of need
* Application of third-party email services such as Mail-Chimp, SendInBlue, Send-Grid etc.
* Creation of polls and surveys for engaging customers
* Easy engagement of employees, colleagues and customers
* Reading and downloading the poll result without having to face much difficulty


== 3. Product & Stock-- ==
== Product & Stock ==
  Users can manage their product and service catalogs, including the price and quantity of each item. They can also track the stock from each warehouse location. Other features are procurement management, shipment tracking, serial/lot management, and materials resource planning.
Management of product and services are quite easier within Tactic. The users can easily manage their products and service catalogues while managing the price and quantity of each items. Tactic also provides a service of tracking the stocks from each warehouse location. Management of procurement, lot and serial numbers, and planning of materials along with their resources are the primary features of this service. The additional services are:
* Manage your product and service catalog.
* [[Margin_Module| Management of margins]]
* Manage your selling and buying prices.
* Management of BOM
* Track the performance of your products or services.
* Management of selling and buying prices  
* Manage Margins.
* Management of warehouses
* Manage BOMs (Bills Of Materials).
* Automatic upgradation of stocks
* Manufacturing Orders.
* Automatic virtual stock service and easy replenishment process  
* Lots and Serial Management.
* Easier interface to change mass stock along with changes in inventory, all within just one step
* Manage Warehouses.
* Creation of shipments with a simple step directly from orders
* Manage Stock Movements.
* Tracking performance of products and services
* Automatic virtual stock and easy replenishment process.
* Make a mass stock change, inventory, or transfer in one step.
* Create your shipments in one click from any order.
* Your stock is updated automatically.
* Purchase Orders.
* Receive your Products.
* Procurement Management.


== 4. Data Warehousing-- ==
== Data Warehousing ==




  Organize your warehouses and emplacements. Use them to store your products and define stock movements.
Tactic provides an upgraded data warehousing system, which helps the users to organize warehouses based on their tags and categories. This service comes under the product module, however, it helps in managing warehouse elements in an independent and less complicated interface. The additional features of data warehousing are:
* Get an updated visualization of your stock using Weighted Average Price calculation or Standard calculate.
* Getting an updated visualization of stock with the assistance of weighted average price calculation  
* Rack your stock based on product reference, warehouse, date, and/or lot/serial number.
* Managing product reference, warehouse, date, serial number and racking of stocks based on these details
* Retrieve details of stocks and movements for a particular lot at any time.
* Managing and retrieving details of stock and stock movements at any time  
* Lots and serial management.
* Allowing an admin to set properties regarding additional details such as Sell-by date or Eat-by-date
* An Admin can also set properties to your lots like Sell-by date or Eat-by-date.
* Definition of desired quantity for each product for generating supplier orders and restock certain items within specific time-frame
* Define the desired quantity for each product so that the replenishment tool will be able to generate supplier orders automatically to restore the stock
* Using both real stock and virtual stock for making replenishment in just a few clicks
* Make a mass stock change, inventory, or transfer in one step
* Recording stock movement manually for configuring increase or decrease of stock automatically
* Automatic virtual stock and easy replenishment process.
* Use both your real stock and virtual stock to make your replenishment in just a few clicks.
* Record your stock movement manually and/or configure your application to increase or decrease your stock automatically.

Latest revision as of 09:42, 17 November 2022

Tactic is capable of providing a number of diverse services, which can help a small and medium sized business to manage their products, finances, vendors, sellers and much more within an efficient structure. The primary services that are provided by Tactic include, Finance and billing, marketing, effective management of product and stock and data warehousing services.

Finance & Billing

Management of financial data is provided by Tactic is a more effective and easier interface for enhancing user experience. For eliminating confusion and complexity from financial data, such as expenses and revenue, has been pulled into a general ledger from other modules. This has made it easier for the users to validate data and put the ledger into their financial system. The additional services provided by this feature are:
  • Creating invoices without having to face much complexity
  • Sending invoices and managing payments within a secure interface
  • Following the statuses of open invoices and keeping a track
  • Analyzing performance related to billing
  • Reusing invoices within other modules in times of necessity
  • Setting up account number and manage a chart of accounts
  • Validating account number before adding those into ledger
  • Analyzing ledger and balance
  • Exporting ledger into different formats
  • Managing bank receipts and keeping a track of previous payments
  • Managing customer invoices, vendor invoices, billable orders and other important financial and billing related data in different criteria under same menu

Marketing

Tactic provides an opportunity for the marketers to use the software as a marketing tool for enhancing their business and profitability. With the assistance of WYSIWYG editor or the HTML editor marketers can easily create email campaigns. Tactic also allows to import email address from different sources. Additionally, Tactic itself eliminates duplicate emails for enhancing marketing performance. The marketing features associated with this service are:
  • Creation of marketing content within email with the assistance of an email editor
  • Selection of recipients from existing data and different sources
  • Testing the eligibility and efficiency of campaigns with just one click
  • Duplication of campaign to omit error and to restart in time of need
  • Application of third-party email services such as Mail-Chimp, SendInBlue, Send-Grid etc.
  • Creation of polls and surveys for engaging customers
  • Easy engagement of employees, colleagues and customers
  • Reading and downloading the poll result without having to face much difficulty

Product & Stock

Management of product and services are quite easier within Tactic. The users can easily manage their products and service catalogues while managing the price and quantity of each items. Tactic also provides a service of tracking the stocks from each warehouse location. Management of procurement, lot and serial numbers, and planning of materials along with their resources are the primary features of this service. The additional services are:
  • Management of margins
  • Management of BOM
  • Management of selling and buying prices
  • Management of warehouses
  • Automatic upgradation of stocks
  • Automatic virtual stock service and easy replenishment process
  • Easier interface to change mass stock along with changes in inventory, all within just one step
  • Creation of shipments with a simple step directly from orders
  • Tracking performance of products and services

Data Warehousing

Tactic provides an upgraded data warehousing system, which helps the users to organize warehouses based on their tags and categories. This service comes under the product module, however, it helps in managing warehouse elements in an independent and less complicated interface. The additional features of data warehousing are:
  • Getting an updated visualization of stock with the assistance of weighted average price calculation
  • Managing product reference, warehouse, date, serial number and racking of stocks based on these details
  • Managing and retrieving details of stock and stock movements at any time
  • Allowing an admin to set properties regarding additional details such as Sell-by date or Eat-by-date
  • Definition of desired quantity for each product for generating supplier orders and restock certain items within specific time-frame
  • Using both real stock and virtual stock for making replenishment in just a few clicks
  • Recording stock movement manually for configuring increase or decrease of stock automatically
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