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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. Primary features include sales management, human resource management, product, and stock management, financial management, billing, marketing management, and reporting, etc. Tactic includes a REST API that allows users to integrate with third-party applications. Some of these include PayPal, Stripe, PayBox, Google Maps, Google Contacts, Google Calendar, Magento, Woo-Commerce, and more. It is compatible with Windows, Linux, and Mac operating systems. | | 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. Primary features include sales management, human resource management, product, and stock management, financial management, billing, marketing management, and reporting, etc. Tactic includes a REST API that allows users to integrate with third-party applications. Some of these include PayPal, Stripe, PayBox, Google Maps, Google Contacts, Google Calendar, Magento, Woo-Commerce, and more. It is compatible with Windows, Linux, and Mac operating systems. |
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| == 1. CRM and Sales – ==
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| This module stores all contact information within a database, so the sales repository can manage their pipelines, create quotes and process the orders. Contact information can be exported into a spreadsheet or another third-party application.
| | == 1. Requisition Management-- == |
| * Create your prospects or customers.
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| * Create alternative contacts/addresses.
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| * Set the status and potential of your prospects.
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| * Create and convert your Quotes, Commercial proposals, Sale Orders, Interventions, Invoices...
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| * Follow-up your prospects, and your customers.
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| * Create your Lead/Opportunity.
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| * Use your opportunities for a 360-degree view.
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| * Follow your open opportunities.
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| * Analysed your performance.
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| * Create tickets automatically from emails.
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| * Follow and answer tickets
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| * A portal for your partner or customers to report tickets or issues.
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| * Create a Contract with subscribed services.
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| * Follow and manage your contacts and services.
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| * Convert your customer contract into one-time invoices or recurring invoices.
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| * Create your Quote or Commercial Proposal.
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| * Analysed your performance.
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| * Process your commercial proposal.
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| * Follow the status of your commercial proposals.
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| * Create your Order.
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| * Process your Order.
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| * Follow the status of your open orders.
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| * Analysed your sales or delivery performance.
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| | * [[File:main-discussion-tab-05.png|center]] Create your orders from your customer sheet, or in a single click by reusing a signed proposal or contract to save time. |
| | * [[File:main-discussion-tab-06.png|center]] Use the wizard to provision and stock your warehouses based on defined optimal quantities |
| | * [[File:main-discussion-tab-07.png|center]] Use predefined and dynamic statistics pages to get useful information about your sales representative's performance. |
| | * [[File:main-discussion-tab-10.png|center]] Send your order acknowledgment by Email directly from within the application. |
| | * [[File:main-discussion-tab-11.png|center]] Take into consideration, open customer orders and open purchase orders and automatically calculate the correct quantity to buy. |
| | * [[File:main-discussion-tab-13.png|center]] Use your predefined email templates, so you don't even have to type any text. |
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| | | == 2. Integration, Development-- == |
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| ===== 6. Multi-Period Recurring Billing-- ===== | |
| The tactic has very fast billing software in its Tactic ERP & CRM software to make the billing system easier as the user wants. This module will help to make the billing system bandwidth.
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| * Create your invoices (common invoices, down payments, credit notes) from scratch or from your customer sheet...
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| * Send your invoice and manage payments via e-mail.
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| * Follow the status of your open Invoice, list, and display all your orders.
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| * Analysed your billing performance using Tactic ERP & CRM Software.
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| * Reuse your invoices with other modules.
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| * Export your Invoices and payments with the Export module to reuse them with external tools.
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| ===== 70. Billing & Invoicing-- =====
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| 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.
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| * Create your Invoices.
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| * Send your invoice and manage payments.
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| * Follow the status of your open Invoices.
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| * Analysed your billing performance.
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| * Reuse your invoices with other modules.
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| * Setup your chart of accounts and your accounting number.
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| * Validate the accounting number before they are added to your Ledger.
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| * Analysed your Ledger, balance.
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| * Make the reconciliation of your bank account from the same menu.
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| * Maintain a history of your bank receipts.
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| ====== 71. Billing Portal-- ======
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| 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.
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| * Reuse your invoices with other modules.
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| * Setup your chart of accounts and your accounting number.
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| * Validate the accounting number before they are added to your Ledger.
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| * Export your ledger in the format of your choice.
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| * Manage your selling and buying prices.
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| * Track the performance of your products or services.
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| * Manage Margins of yours’ organization.
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| * Manage BOMs (Bills Of Materials).
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| ====== 7. Payment Processing-- ======
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| Depending on the payment mode, the page may prepare the payment on the remote system. It may be an API call or a redirect to another page. Then the page shows the form to enter the payment information (credit card number). The page may also choose to make a redirect to another page (on the remote system) that asks for this information.
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| * Create your invoices (common invoices, down payments, credit notes) from scratch or from your customer sheet.
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| * The document of your invoice (PDF, ODT, etc.) is automatically generated and updated.
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| * Your invoices can also be generated automatically using the recurring template invoices.
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| * Close your invoice by automatically changing it to the paid status once the bank has processed your SEPA file.
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| * Follow the status of your open Invoices.
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| ====== 8. Online Invoicing-- ======
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| Create your invoices (common invoices, down payments, credit notes) from scratch or from your customer sheet. Depending on the modules/features you have enabled, you can also generate your invoice from your proposals (Proposal module), your orders (Order module), your contracts (Contract module) and/or interventions (Intervention module)
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| * Include predefined products to save you time, or enter full content manually.
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| * Your invoices can also be generated automatically using the recurring template invoices.
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| * The document of your invoice (PDF, ODT, etc.) is automatically generated and updated.
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| * Provide your customer a link to pay online using Pay-pal, Stripe, Pay-box, etc.
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| * Export your invoices into the ledger of the accounting module to get your accountancy done automatically in just a few clicks.
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| * Existing BI suite directly to the open database for Big Data analysis.
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| * get reminded about all your unpaid invoices.
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| ====== 48. Recurring/Subscription Billing-- ======
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| * The module automatically generates the PDFs and automatically sends by email, if you wish, the invoices to the concerned third parties...
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| * An Admin can set the email that will be sent, accompanying the invoice.
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| * This feature is basically is used to automatically send the mail to its clients while they buying any product.
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| * Close your invoice by automatically changing it to the paid status once the bank has processed your SEPA file.
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| * Reuse a credit note into another invoice to reduce the remaining amount to pay.
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| * Export your invoices into the ledger of the accounting module to get your accountancy done automatically in just a few clicks.
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| * Follow the status of your open Invoices by email or SMS.
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| == 6. Integration, Development-- ==
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| Integrate your ERP with any other application using Tactic's APIs, Triggers, and Hooks | | Integrate your ERP with any other application using Tactic's APIs, Triggers, and Hooks |
| * Extract any data or insert, update, or delete records using our new REST APIs.
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| * Triggers and Hooks.
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| * Use your own LDAP server so your users will share the same password.
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| * Use the Payment modules (for example, PayPal, Stripe, PayBox...).
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| * Define the SMTP properties of your SMTP email hosting provider.
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| * Integrate Google services like Google Maps, Google Contacts, etc.
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| * Install external modules to synchronize your ERP with your e-Commerce platform (like Presta-shop, Magento, Woo-Commerce ...), etc.
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| * Computer Telephony Integration (CTI).
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| * One Time Password (OTP) or 2-Steps Authentication.
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| * Integrate external RSS inside your dashboard.
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| * Create the Module that you want to manage.
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| * Define the new Objects that you want to manage.
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| * Activate and test your application, change source code on the fly.
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| * Build the package and generate documentation in one click.
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| * Use the wizard to export any data.
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| * Use the import wizard to load or update data.
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| === 8. Productivity-- ===
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| The productivity module has a projects feature where users can manage projects and tasks. It integrates with the timesheet feature, enabling users to see the time spent on each task.
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| * Create Projects, Leads, or Opportunities.
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| * Define who can view or edit the project.
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| * You can also create sub-tasks.
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| * Record the time spent on Projects/Tasks.
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| * Follow your project or tasks.
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| * Project overview.
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| * Manually create events in the past or future.
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| * Setup module to define the events which need to be recorded automatically.
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| * View events in different agenda views.
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| == 10. Mobile Access-- ==
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| Your CRM (or Customer Relationship Management) system plays an important role in the functions of your business. Allowing it to be used from a Smartphone has significant benefits for your organization.
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| * The menu is managed by native applications.
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| * Integration with your phone or other applications is better through Tactic ERP & CRM Software.
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| * Upgrading Tactic ERP & CRM will not break its features.
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| * Tactic ERM & CRM use embedded image resources to reduce bandwidth.
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| * Tactic ERP & CRM Software uses internal cache for pages that should not change your original data.
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| * Edit PDF of quotes, invoices, orders, delivery notes, and interventions...
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| * Secure access via the mobile application to your Tactic intranet.
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| * Meeting with Clients.
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| * Sales and Productivity.
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| * Documentation and Processing on a single click.
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| == 11. Multi-Currency-- ==
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| The tactic has a unique multi-currency solution in its Tactic ERP & CRM Software which can be used anywhere around the World without loss of a single currency. Tactic Multi-currency features are-
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| * Enter the exchange rate or automatically update the Internet.
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| * Choice of currency used in the purchase order.
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| * Choice of currency used in the supplier price.
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| * Show the amount in words depending on the currency used.
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| * Maintain the integrity of the banks as the primary currency is entered to record the purchase.
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| == 14. Opportunity Management-- ==
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| Create your quotes as well as commercial proposals and send them by email from within the application. Enter events or set up reminders in the agenda. Link any data (events, quotes, orders ...) to your opportunities, so that you can easily find all information from the past with respect to the opportunity.
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| * Use your opportunities for a 360-degree view.
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| * Define an amount and a probability for winning your opportunities.
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| * reuse the project to create new tasks to begin and track the project executions.
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| * Change the status of your opportunities into "Won" or "Lost".
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| * Follow your open opportunities.
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| * Analysed your performance.
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| * Use the predefined statistics pages to get useful information about your company or about the performance of your sales representatives.
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| * Like any other data, export your Opportunities with the Export module, so you can reuse them with third-party tools...
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| == 15. Order Management-- ==
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| The creation of an invoice needs to go on the card of a third party, on the tab "Customer" (this requires your third party has a customer nature).
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| * Create Purchase Orders, Approve, Receive and Bill your Purchase Orders...
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| * If you are tracking your stock, then use the stock dispatching wizards to receive products in your warehouses...
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| * Calculation of Weighted Average Price can be done automatically...
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| * Use the wizard to provision and stock your warehouses based on defined optimal quantities...
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| * Generate your Purchase Orders automatically...
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| * Take into consideration, open customer orders and open purchase orders and automatically calculate the correct quantity to buy. ..
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| * Grant users and groups permissions on the workflows.
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| === 16. Order Tracking-- ===
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| Manage your commercial re-launch and its piloting through this module: orders to re-launch, re-launch monitoring ... Do not miss out on customers!
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| * Generate one or several invoices from customer orders when they are at status "validated" or "delivered".
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| * You can also define order as "Delivered" (change status to "Delivered") when you want...
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| * There are multiple numbers of a switch on Tactic ERP & CRM Software Alsoft provides as If you click on "Classify billed" and "Classify Delivered", this switch status to "Processed" and order will disappear from the menu "Orders delivered". It should be visible in "Orders processed".
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| * Knowing at every time the processing of a customer order, optimizing access to the stock.
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| * controlling the parcels content, editing documents and labels informing customers are the daily work of people in charge of processing customer orders..
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| * From the acceptance of an order to its delivery to the customer, you can follow every step of this important process directly from your Tactic screens.
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| * Parcel tracking Follow the route to the recipient directly from the dedicated follow-up page.
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| == 21. Proposal Generation-- ==
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| 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.
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| * Manage commercial proposals.
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| * Create your prospects or customers.
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| * Attach any notes or files to your prospect/customer sheet.
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| * Merge third parties to remove duplicate records...
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| * 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.).
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| * Just modify the status in one click from the list view without even opening the prospect sheet...
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| * Set the status and potential of your prospects.
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| == 22. Prospecting Tools-- ==
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| These are the recommended tools but any tool compliant with PHP, MySQL, and Web standards can be used.
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| * An AMP server.
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| * Web-browser (Chrome / Firefox) + plugins.
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| * Squirrel-SQL or D-Beaver
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| * Install plugin Eclipse for PHP: PDT.
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| * Setup Eclipse to get sources.
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| * Install Pre-commit git hook.
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| == 23. Purchase Order Management-- ==
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| Using Tactic RP & CRM Software open customer orders and open purchase orders and automatically calculate the correct quantity to buy.
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| * Generate your Purchase Orders automatically.
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| * Create Purchase Orders, Approve, Receive and Bill your Purchase Orders.
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| * Receive your Products at your doorstep.
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| * Use the wizard to provision and stock your warehouses based on defined optimal quantities.
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| * Procurement Management by our free service.
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| * Calculation of Weighted Average Price can be done automatically.
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| === 24. Purchasing & Receiving-- ===
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| * Mail notification on payment of any purchase.
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| * SMS notification is also done in Tactic ERP & CRM Software.
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| * Online payment mode recovery free of cost.
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| * get the product at your doorstep.
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| * Track your product from order confirmation to get the product.
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| * Cancel your order at any time etc.
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| == 26. Receipt Management-- ==
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| The receipt Management 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.
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| * Create your shipments in one click from any order. Compare the quantity shipped with the quantity to ship...
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| * Your stock is updated automatically when you make a new shipment...
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| * Validate your expense report for approval. An E-mail is generated automatically and sent to the employee supervisor.
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| * As a manager, find all the expense reports waiting for your approval, and validate or refuse them.
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| * Easily track your shipment with a direct link to the transporter tracking tool that is automatically filled.
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| * Join any files (proof of purchase, receipts, bills ...) to the expense report.
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| == 27. Recurring Invoicing-- ==
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| * Automatically generate and send your recurring invoices with this module.
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| * The module allows you to automatically generate your recurring invoices (with Tactic dedicated functionality).
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| * The module automatically generates the PDFs and automatically sends by email, if you wish, the invoices to the concerned third parties...
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| * An Admin can set the email that will be sent, accompanying the invoice.
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| * This feature is basically is used to automatically send the mail to its clients while they buying any product.
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| == 31. Deferred Billing-- ==
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| * If predefined fields do not match your requirements, add your own fields of any type (string, amount, date, checkbox, combo list, etc.) to the invoice form.
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| * Include predefined products to save your time, or enter full content manually.
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| * Provide your customer a link to pay online using PayPal, Stripe, PayBox, etc.
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| * Close your invoice by automatically changing it to the paid status once the bank has processed your SEPA file.
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| * Reuse a credit note into another invoice to reduce the remaining amount to pay.
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| * Export your invoices into the ledger of the accounting module to get your accountancy done automatically in just a few clicks.
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| * Follow the status of your open Invoices by email or SMS
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| == 32. Discount Management-- ==
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| * Export your orders with the Export module to reuse them with third-party tools.
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| * Use predefined and dynamic statistics pages to get useful information about your sales representative's performance.
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| * Manage the previous discounts of a customer.
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| * Track all discount reports of a business.
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| * Discount on coupon management.
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| * Discount offer through email or SMS.
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| == 33. Document Storage-- ==
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| * The efficient management of your documents is a major challenge for your organization.
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| * Document storage allows the organization, the classification, the display, the research and the consultation, and the management of the rights of access (confidentiality) of your digital documents.
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| * Automatically backup storage system.
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| * Document storage backup setting weekly or monthly.
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| * Tactic ERP & CRM Provides lost documents to its customer.
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| * Create document folders or files automatically using Tactic ERP & CRM Software.
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| * Auto cache set up a system to retrieve the data.
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| == 38. Expense Tracking-- ==
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| 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.
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| * Expense report requests.
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| * An E-mail is generated automatically and sent to the employee supervisor.
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| * Approve the expense report.
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| * As a manager, find all the expense reports waiting for your approval, and validate or refuse them.
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| * Link expense reports to your lead/projects and retrieve them in the project overview.
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| * Use the export wizard to export all the data required by your bookkeeper or by any payroll providers.
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| * Define the type of expense reports in the dictionaries, so you will be able to have accurate statistics.
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| == 39. Field Sales Management-- ==
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| * Export your orders with the Export module to reuse them with third-party tools,
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| * Analysed your sales or delivery performance.
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| * Use predefined and dynamic statistics pages to get useful information about your sales representative's performance.
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| * An Admin can close their orders automatically when all the shipments are completed.
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| * Use Business predefined email templates, so you don't even have to type any text.
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| * Create your orders from your customer sheet, or in a single click by reusing a signed proposal or contract to save time.
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| == 40. Hourly Billing-- ==
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| * Create your Invoices hourly using Tactic ERP & CRM Software.
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| * Send your invoice and manage payments through online mode.
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| * Follow the status of your open Invoices.
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| * Analysed your billing performance.
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| * Manage your selling and buying prices.
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| * Track the performance of your products or services.
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| * Manage Margins.
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| * Manage BOMs (Bills Of Materials).
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| == 41. Inventory Management-- ==
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| * Retrieve any stock movement in your log record.
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| * Record business stock movement manually and/or configure the business application to increase or decrease your stock automatically.
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| * Automatic virtual stock and easy replenishment process.
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| * Define the desired quantity for each product so that the replenishment tool will be able to generate supplier orders automatically to restore the stock.
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| * Retrieve details of stocks and movements for a particular lot at any time.
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| * Use both your real stock and virtual stock to make your replenishment in just a few clicks...
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| == 42. Invoice Processing-- ==
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| * In the case of the implementation of contracts, invoices can be a predefined set, corresponding to the recurring elements of the contract.
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| * Tactic provides a generic tool to export your invoices data.
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| * Paid (If the sum of payments is greater than or equal to the amount claimed).
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| * Partially paid (If the sum of payments is greater than 0 but strictly less than the amount claimed).
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| * Payments can be done only on validated invoices.
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| * Use a 'credit note or deposit' transformed into future reductions that advance payments have been received, thereby reducing the 'balance payable' but not the total amount of bill.
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| == 53. Search/Filter-- ==
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| * Each and every module has its default Search and filter script.
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| * Customer can search by module name, author name date of publication, etc.
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| * Filter your product catalog on any property of your choice.
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| * Customer can also search or filter by Activation date or date of graduation.
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| * Search or filtration may be occurred by clients name as well as customer name those who are existing.
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| * Search or filtration can also be done by search by area of application.
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| == 54. Segmentation-- ==
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| * Describe your products or services in any language of your choice.
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| * Define your prices per customer segment, per quantity, or per customer.
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| * Choose the way Tactic will manage your stock automatically for you.
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| * Any data can be reused in other modules, thus saving you a lot of time.
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| * Track the performance of your products or services.
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| * Decide at a product level if you need to follow serial or lot numbers, by using the Stock module and let the application calculate your Weighted Average Price (WAP).
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| * A lot of native data can be defined on the product and service cards such as sale prices, tax rate, duration or dimension, cost price, accounts, accounting, stocks, notes or add your own personalized custom fields...
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| == 55. Shipping Management-- ==
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| * Create your shipments in one click from any order. Compare the quantity shipped with the quantity to ship.
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| * Generate the PDF of the shipment sheet and print it for your transporter or send it by email directly from the application to any partner.
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| * If necessary, you can also manage/generate a delivery receipt.
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| * Record of your stock movement is directly linked to the shipment.
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| * Define the planned date of delivery for each of your shipments so you can process them by priority or follow late shipments.
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| * Your stock is updated automatically when you make a new shipment.
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| * When creating a new picking sheet, the weight or volume of your items can both calculated automatically from predefined product data or manually defined.
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| == 56. Source Tracking-- ==
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| * A free, dedicated instance, only for you, with full admin access
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| * Integration with IDE tools like an eclipse was difficult. You may find plugins more easily with git-hub.
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| * The instance and data are yours and are dedicated for your use.
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| * Using the setup of the Agenda module, you can decide to automatically record events related to any business activity that occurs in the application.
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| * If the module Resources is activated, you can also assign resources to your event.
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| * Admin can use different rendering views to review your events (view by day, by week, by month, by the user, or the simple list).
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| * Anyone can assist you or engage in custom development if you need it.
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| == 57. Sourcing Management-- ==
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| * An embedded Agenda, like any common calendar, enhanced with features dedicated to your ERP and CRM system.
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| * Create in just two clicks, a dedicated, clean, and secure instance, and start to use it as if it was meant for production usage.
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| * View and search events using filters to view only the events you are interested in (by the user, customer, project, status, or type).
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| * You can take the route of custom development to achieve your business goals.
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| * Integration between the features/modules is ready and "in-the-box".
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| * Users are immediately able to work with the software, even without customization.
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| * Users always benefit from the latest features and innovations without losing any data.
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| == 58. Supplier Management-- ==
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| * Create Purchase Orders, Approve, Receive and Bill your Purchase Orders.
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| * Currently, only standard invoices are managed for supplier invoices.
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| * If you are tracking your stock, then use the stock dispatching wizards to receive products in your warehouses.
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| * Calculation of Weighted Average Price can be done automatically.
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| * Take into consideration, open customer orders and open purchase orders and automatically calculate the correct quantity to buy.
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| * Grant users and groups permissions on the workflows. Define the thresholds which will automatically trigger email notifications when they are breached.
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| * Generate your Purchase Orders automatically.
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| == 59. Task Management-- ==
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| * Use the Tactic ERP & CRM Software according to your needs. Track Leads, Opportunities, Internal, Customer, or Supplier Projects.
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| * Make the project public or select the employees and/or partners who can participate in the project.
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| * Admin can decide to use Tactic projects to track the time spent, then allow each user to declare their time on a daily basis with a dedicated interface.
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| * track their progress and compare the progress with what you had initially planned. You can review the plan using the Gantt view.
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| * Users will be able to enter the time spent if they decide to use the timesheet feature.
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| * Add the predefined fields of your choice to make the data more manageable, complete, and as accurate as you need it to be.
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| * Get the potential turnover of your leads instantly, weighed with the probability, to get a calculated (probable) future turnover.
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| * If an hourly rate is set in your user card, then a cost for the time spent will also be automatically calculated and reported.
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|
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| == 60. Tax Management-- ==
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| * Tactic ERP & CRM Software has its auto-calculated tax system.
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| * Tactic ERP & CRM Software calculates two types of taxes, one is Centre Tax called CGST and another one is state tax called SGST.
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| * Tactic ERP & CRM Software has automatic round amount up to 4 digits tax calculation features.
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| * In some countries, calculations must always be done using method 1 for generating invoices. As this is the default calculation rule for Tactic, there is nothing to change from the default configuration.
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| * In most countries, both methods are possible. In this case, just use method 1 that will be more accurate for accounting...
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| * Tactic has the feature for some countries may apply two or three taxes on each invoice line.
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| * The GST has applied automatically on each line (when added or edited). Value of rate for second tax PST is automatically extracted by the system from the dictionary table of VAT rates, for the GST vat rate line used and your country.
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| == 62. Time & Expense Tracking-- ==
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| * Admin can decide to use Tactic projects to track the time spent, then allow each user to declare their time on a daily basis with a dedicated interface.
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| * Projects offer an overview tab displaying a lot of information about projects and linked elements in Tactic such as proposals, invoices, orders, etc.
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| * Get the potential turnover of your leads instantly, weighed with the probability, to get a calculated (probable) future turnover.
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| * Set a user e-mail and a nice corporate email signature to calculate what actual time the work or invest to your company.
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| * All these data allow you to determine profit and loss resulting from the project.
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| * Validate your expense report for approval. An E-mail is generated automatically and sent to the employee supervisor.
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| * As a manager, find all the expense reports waiting for your approval, and validate or refuse them.
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|
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| == 63. Transaction History-- ==
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| * Let your employees fill in their expenses reports. A permission system tells who can and can't record such requests.
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| * Use the export wizard to export all the data required by your bookkeeper or by any payroll providers.
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| * Follow which expense report was paid or not.
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| * As a manager, find all the expense reports waiting for your approval, and validate or refuse them.
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| * Define the type of expense reports in the dictionaries, so you will be able to have accurate statistics.
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| * The manager will receive alerts to refuse or approve the expense report. You can also follow if it has been paid or not.
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| * An E-mail is generated automatically and sent to the employee supervisor.
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| == 64. Vendor Management-- ==
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| * Tactic is a vendor management solution that has Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) functionalities.
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| * Vendor management systems offer great document storage, robust security, and powerful tools.
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| * Your vendor management system can improve your organization’s efficiencies.
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| * This tool is customizable and can run on shared, dedicated, or virtual systems.
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| * When all your vendor data is consolidated in one location, you can manage your relationships with heightened efficiency, which your suppliers will appreciate.
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| * As a central hub for vendor master data and record-keeping, this software can reduce the duplication of data, loss of contracts, labor costs, and errors.
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| * Tactic offers a multi-platform suite that can be updated to the latest version.
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| === 65. Vendor Payment-- ===
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| * Upload vendor master data from ERP including vendor contact details and bank account details into Co-process.
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| * Upload from AP the vendor invoices into Co-process.
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| * In order to pay the vendors the system produces the payment file to interface with the payment bank(s).
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| * Centralized vendor payments streamline the payment process and bring huge savings for the Group.
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| * The multiple payments over wide geography in many currencies are transferred into a single payment and remittance per currency to the vendor.
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| * The system makes use of the standard-setting engine to send out remittance advice by email to all active vendors.
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| == 66. Warehouse Management-- ==
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| * Retrieve details of stocks and movements for a particular lot at any time.
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| * Lots and serial management
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| * An Admin can also set properties to your lots like Sell-by date or Eat-by-date.
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| * Define the desired quantity for each product so that the replenishment tool will be able to generate supplier orders automatically to restore the stock.
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| * Make a mass stock change, inventory, or transfer in one step.
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| * Automatic virtual stock and easy replenishment process.
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| * Use both your real stock and virtual stock to make your replenishment in just a few clicks.
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| * Record your stock movement manually and/or configure your application to increase or decrease your stock automatically.
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|
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| == 67. Alerts/Notifications-- ==
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| * Tactic Provides external module that gives Alerts or pop-ups about an event like meeting to attend, visit construction site today, call customer, etc…
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| * Anyone can get the dashboard alert that is called “Products: Stock Alert” to list products that are below the desired stock level.
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| * Tactic ERP & CRM Software can alert you or noticed you to buy some products from them by email or SMS notification.
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| * Tactic ERP & CRM Software can give you any special discount on any products by Email or SMS notification.
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| * Tactic ERP & CRM Software will alert you before the proper prior time of your Hosting expiration date.
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| * Tactic ERP & CRM Software alert you if they have any external module as well as product if they launched.
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| == 68. Approval Process Control-- ==
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| * The Approval process of Tactic ERP & CRM Software is done by E-mail as well as SMS confirmation.
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| * If you are tracking your stock, then use the stock dispatching wizards to receive products in your warehouses.
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| * Approval process done with a few clicks to confirmation of the customers...
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| * Tactic ERP & CRM Software has an online free payment gateway to gives its customers a good approval process experience.
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| * Admin can automate some steps in the Workflow module,
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| * Use the wizard to provision and stock your warehouses based on defined optimal quantities.
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|
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| == 69. Bank Reconciliation-- ==
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| * Maintain a history of your bank receipts and review them without having to leave the application.
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| * Allow importing a file containing bank statements, then the user will be presented each line and reconcile them with Tactic elements.
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| * Make the reconciliation of your bank account from the same menu as your bank entries.
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| * Tactic also made automatic payment and conciliation of the bank statement.
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| * Get alerts when the number of records not reconciled becomes too high.
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| * Use filters to mark several line items at once as reconciled.
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| * It allows generating your vendor invoices, taxes, VAT, social charges, payment of the loan, and payment of invoice bills from a CSV bank statement file.
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|
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| == 72. Contact Database-- ==
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| * If you have plenty of sales representatives in your team, then you can assign them to dedicated prospects or customers so that you can get statistics per sales representative (Sales, Margins, and Events, etc.).
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| * Just modify the status in one click from the list view without even opening the prospect sheet.
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| * Just enter the name of the third party and the type of the third party (prospect and/or customer) to create it in your database.
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| * Your prospects can be converted into customers automatically when a Quote or Commercial proposal is accepted.
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| * Attach any notes or files to your prospect/customer sheet.
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| * Assign such contacts to any business document (commercial proposals, orders, etc.) so that the correct name will be automatically filled in on any documents which are generated automatically by the system.
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| * List and filter your database based on any attribute, tag or status.
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|
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| == 73. Contact Management-- ==
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| * Contact information can be exported into a spreadsheet or another third-party application.
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| * With self-service functionality, employees can manage their leave, request time off, and fill out their timesheets and expense reports.
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| * Send emails to your contacts directly from the application, using predefined email templates.
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| * Admin can import email addresses from different sources, and the software automatically discards duplicate emails.
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| * Define the hierarchy of your employees/users.
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| * Create your employee/user accounts.
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| * Set a user e-mail and a nice corporate email signature.
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|
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| == 74. Contract/License Management-- ==
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| * Define an hourly rate for each of your employees.
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| * The billing and payment feature allows users to create invoices either manually or automatically and follow up on unpaid invoices.
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| * Create and convert your Quotes, Commercial proposals, Sale Orders, Interventions, Invoices...
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| * Admin will be able to see the cost applicable for the time spent by your employees as part of the profitability of your projects.
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| * Users can also organize content with the container architecture, create dynamic content and monitor search traffic.
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| * Set permissions for your users or groups.
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| * Personalize the display for each user.
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|
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|
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|
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| == 76. Calendar/Reminder System-- ==
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| * Record your events in the embedded agenda: Past events for tracking purposes, or Future events for reminder purposes.
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| * Setup module to define the events which need to be recorded automatically.
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| * When a calendar event is created, an e-mail notification will be sent to the user assigned to this event.
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| * If the module Resources is activated, you can also assign resources to your event.
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| * Assign events to a customer/contact, project, and/or users.
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| * An integral event management platform, able to handle events of all types and sizes.
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| * Admin can include in the agenda view, any events that are recorded into an external calendar.
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|
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| == 77. Cataloguing/Categorization-- ==
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| * A lot of native data can be defined on the product and service cards such as sale prices, tax rate, duration or dimension, cost price, accounts, accounting, stocks, notes or add your own personalized custom fields...
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| * Manage your product and service catalog.
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| * Define your selling and/or buying prices, and keep a history of all your changes.
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| * Predefined and dynamic statistical reports allow you to view graphs, charts, and tables showing you the quantity and amount of products and services offered in proposals, orders, and/or invoices.
| |
| * Track the performance of your products or services
| |
| * reuse the Variant feature to generate variant products (similar products with a different color or size, for example).
| |
| * If you use the purchase features, the margins module may help you to review financial data and margins for each product or service.
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|
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| == 78. Client Management-- ==
| |
|
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| * Set the status and potential of your prospects.
| |
| * Create and convert your Quotes, Commercial proposals, Sale Orders, Interventions, Invoices...
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| * Follow-up your prospects, and your customers.
| |
| * Create your Lead/Opportunity.
| |
| * Your customer will be able to consult and download their proposals, orders, and invoices
| |
| * Allows your customers to create and view their tickets.
| |
| * Allows consultation of validated invoices (PDF download).
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|
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| == 79. Client Portal-- ==
| |
|
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| * This module adds a public interface on which you can grant access to your customers.
| |
| * Your customer will be able to consult and download their proposals, orders, and invoices
| |
| * Allows your customers to create and view their tickets.
| |
| * Allows consultation of validated invoices (PDF download).
| |
| * Allows consultation of validated quotes (PDF download).
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| * Allows viewing of shipments (PDF download).
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| * Allows viewing of validated orders (PDF download).
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|
| |
| == 80. Completion Tracking-- ==
| |
|
| |
|
| * Use the Tactic ERP & CRM Software according to your needs. Track Leads, Opportunities, Internal, Customer, or Supplier Projects. | | * [[File:main-discussion-tab-12.png|center]] Extract any data or insert, update, or delete records using our new REST APIs. |
| * Create Projects, Leads, or Opportunities to your customers as well as clients. | | * [[File:main-discussion-tab-14.png|center]] Triggers and Hooks. |
| * An Admin can define properties on your tasks like planned workload and assign specific users. | | * [[File:main-discussion-tab-15.png|center]] Use your own LDAP server so your users will share the same password. |
| * track their progress and compare the progress with what you had initially planned. | | * [[File:main-discussion-tab-16.png|center]] Use the Payment modules (for example, PayPal, Stripe, PayBox...). |
| *Get the potential turnover of your leads instantly, weighed with the probability, to get a calculated (probable) future turnover. | | * [[File:main-discussion-tab-16.png|center]] Define the SMTP properties of your SMTP email hosting provider. |
| * Make the project public or select the employees and/or partners who can participate in the project. | | * [[File:main-discussion-tab-17.png|center]] Integrate Google services like Google Maps, Google Contacts, etc. |
| * Add the predefined fields of your choice to make the data more manageable, complete, and as accurate as you need it to be. | | * [[File:main-discussion-tab-18.png|center]] Install external modules to synchronize your ERP with your e-Commerce platform (like Presta-shop, Magento, Woo-Commerce ...), etc. |
| | * [[File:main-discussion-tab-19.png|center]] Computer Telephony Integration (CTI). |
| | * [[File:main-discussion-tab-20.png|center]] One Time Password (OTP) or 2-Steps Authentication. |
| | * [[File:main-discussion-tab-21.png|center]] Integrate external RSS inside your dashboard. |
| | * [[File:main-discussion-tab-22.png|center]] Create the Module that you want to manage. |
| | * [[File:main-discussion-tab-23.png|center]] Define the new Objects that you want to manage. |
| | * [[File:main-discussion-tab-24.png|center]] Activate and test your application, change source code on the fly. |
| | * [[File:main-discussion-tab-25.png|center]] Build the package and generate documentation in one click. |
| | * [[File:main-discussion-tab-26.png|center]] Use the wizard to export any data. |
| | * [[File:main-discussion-tab-27.png|center]] Use the import wizard to load or update data. |
|
| |
|
| == 1. Email Marketing-- == | | == 3. Field Sales Management-- == |
| | * [[File:main-discussion-tab-28.png|center]] Export your orders with the Export module to reuse them with third-party tools |
| | * [[File:main-discussion-tab-29.png|center]] Analysed your sales or delivery performance |
| | * [[File:main-discussion-tab-30.png|center]] Use predefined and dynamic statistics pages to get useful information about your sales representative's performance |
| | * [[File:main-discussion-tab-31.png|center]] An Admin can close their orders automatically when all the shipments are completed |
| | * [[File:main-discussion-tab-32.png|center]] Use Business predefined email templates, so you don't even have to type any text |
| | * [[File:main-discussion-tab-33.png|center]] Create your orders from your customer sheet, or in a single click by reusing a signed proposal or contract to save time |
|
| |
|
| * Create your Emailing content with a friendly editor. | | == 4. Inventory Management-- == |
| * Select your recipients from your existing data. | | * [[File:main-discussion-tab-34.png|center]] Retrieve any stock movement in your log record |
| * Test your campaign in one click. | | * [[File:main-discussion-tab-35.png|center]] Record business stock movement manually and/or configure the business application to increase or decrease your stock automatically |
| * Send your emailing campaign. | | * [[File:main-discussion-tab-36.png|center]] Automatic virtual stock and easy replenishment process |
| * Duplicate your campaign to quickly restart it later. | | * [[File:main-discussion-tab-37.png|center]] Define the desired quantity for each product so that the replenishment tool will be able to generate supplier orders automatically to restore the stock |
| * duplicate your campaign, content, and/or recipients to start a new campaign in few clicks. | | * [[File:main-discussion-tab-38.png|center]] Retrieve details of stocks and movements for a particular lot at any time |
| * Use your own or third-party external SMTP server from Alsoft.
| | * [[File:main-discussion-tab-39.png|center]] Use both your real stock and virtual stock to make your replenishment in just a few clicks |
|
| |
|
| == 2. Email Response Control-- == | | == 5. Segmentation-- == |
| * Send your email campaign from the web interface or from the command line. | | * [[File:main-discussion-tab-40.png|center]] Describe your products or services in any language of your choice |
| * Send your email to few test emails to validate your setup with a real email reader. | | * [[File:main-discussion-tab-41.png|center]] Define your prices per customer segment, per quantity, or per customer |
| * The application will automatically discard duplicated emails. | | * [[File:main-discussion-tab-42.png|center]] Choose the way Tactic will manage your stock automatically for you |
| * An Admin can select among any customer, supplier, partner, employees, or from an external source. | | * [[File:main-discussion-tab-43.png|center]] Any data can be reused in other modules, thus saving you a lot of time |
| * Create emailing campaigns using an easy-to-use WYSIWYG editor or for advanced users, an HTML editor. | | * [[File:main-discussion-tab-44.png|center]] Track the performance of your products or services |
| * Personalize the e-mail template using variables that will be replaced with personalized values for each recipient. | | * [[File:main-discussion-tab-45.png|center]] Decide at a product level if you need to follow serial or lot numbers, by using the Stock module and let the application calculate your Weighted Average Price (WAP) |
| | * [[File:main-discussion-tab-46.png|center]] A lot of native data can be defined on the product and service cards such as sale prices, tax rate, duration or dimension, cost price, accounts, accounting, stocks, notes or add your own personalized custom fields |
