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== 51. Requisition Management-- ==
== 1. Requisition Management-- ==


* If you are tracking your stock, then use the stock dispatching wizards to receive products in your warehouses.
* [[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.
* 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
* 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.
* 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.
* 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.
* 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.
* Use your predefined email templates, so you don't even have to type any text.


== 52. Resource Management-- ==
== 2. Integration, Development-- ==
 
  With self-service functionality, employees can manage their leave, request time off and fill out their timesheets and expense reports. Managers can approve time-off and expense reimbursement requests.
* Create your employee/user accounts.
* Define the hierarchy of your employees/users.
* Define an hourly rate for each of your employees.
* Set permissions for your users or groups.
* Personalize the display for each user.
* Leave requests, expenses reports, and timesheets.
* Define Job positions.
* Publish your open job positions.
 
 
 
 
== 6. Integration, Development-- ==
   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.
* Triggers and Hooks.
* Use your own LDAP server so your users will share the same password.
* Use the Payment modules (for example, PayPal, Stripe, PayBox...).
* Define the SMTP properties of your SMTP email hosting provider.
* Integrate Google services like Google Maps, Google Contacts, etc.
* Install external modules to synchronize your ERP with your e-Commerce platform (like Presta-shop, Magento, Woo-Commerce ...), etc.
* Computer Telephony Integration (CTI).
* One Time Password (OTP) or 2-Steps Authentication.
* Integrate external RSS inside your dashboard.
* Create the Module that you want to manage.
* Define the new Objects that you want to manage.
* Activate and test your application, change source code on the fly.
* Build the package and generate documentation in one click.
* Use the wizard to export any data.
* Use the import wizard to load or update data.
== 22. Prospecting Tools-- ==
  These are the recommended tools but any tool compliant with PHP, MySQL, and Web standards can be used.
* An AMP server.
* Web-browser (Chrome / Firefox) + plugins.
* Squirrel-SQL or D-Beaver
* Install plugin Eclipse for PHP: PDT.
* Setup Eclipse to get sources.
* Install Pre-commit git hook.
== 39. Field Sales Management-- ==
* Export your orders with the Export module to reuse them with third-party tools,
* Analysed your sales or delivery performance.
* Use predefined and dynamic statistics pages to get useful information about your sales representative's performance.
* An Admin can close their orders automatically when all the shipments are completed.
* Use Business predefined email templates, so you don't even have to type any text.
* Create your orders from your customer sheet, or in a single click by reusing a signed proposal or contract to save time.
== 41. Inventory Management-- ==
* Retrieve any stock movement in your log record.
* Record business stock movement manually and/or configure the business application to increase or decrease your stock automatically.
* Automatic virtual stock and easy replenishment process.
* Define the desired quantity for each product so that the replenishment tool will be able to generate supplier orders automatically to restore the stock.
* Retrieve details of stocks and movements for a particular lot at any time.
* Use both your real stock and virtual stock to make your replenishment in just a few clicks...
== 54. Segmentation-- ==
* Describe your products or services in any language of your choice.
* Define your prices per customer segment, per quantity, or per customer.
* Choose the way Tactic will manage your stock automatically for you.
* Any data can be reused in other modules, thus saving you a lot of time.
* Track the performance of your products or services.
* 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).
* 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...
== 55. Shipping Management-- ==
* Create your shipments in one click from any order. Compare the quantity shipped with the quantity to ship.
* 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.
* If necessary, you can also manage/generate a delivery receipt.
* Record of your stock movement is directly linked to the shipment.
* Define the planned date of delivery for each of your shipments so you can process them by priority or follow late shipments.
* Your stock is updated automatically when you make a new shipment.
* When creating a new picking sheet, the weight or volume of your items can both calculated automatically from predefined product data or manually defined.


== 56. Source Tracking-- ==
* [[File:main-discussion-tab-12.png|center]] Extract any data or insert, update, or delete records using our new REST APIs.
* [[File:main-discussion-tab-14.png|center]] Triggers and Hooks.
* [[File:main-discussion-tab-15.png|center]] Use your own LDAP server so your users will share the same password.
* [[File:main-discussion-tab-16.png|center]] Use the Payment modules (for example, PayPal, Stripe, PayBox...).
* [[File:main-discussion-tab-16.png|center]] Define the SMTP properties of your SMTP email hosting provider.
* [[File:main-discussion-tab-17.png|center]] Integrate Google services like Google Maps, Google Contacts, etc.
* [[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.


* A free, dedicated instance, only for you, with full admin access
== 3. Field Sales Management-- ==
* Integration with IDE tools like an eclipse was difficult. You may find plugins more easily with git-hub.
* [[File:main-discussion-tab-28.png|center]] Export your orders with the Export module to reuse them with third-party tools
* The instance and data are yours and are dedicated for your use.
* [[File:main-discussion-tab-29.png|center]] Analysed your sales or delivery performance
* Using the setup of the Agenda module, you can decide to automatically record events related to any business activity that occurs in the application.
* [[File:main-discussion-tab-30.png|center]] Use predefined and dynamic statistics pages to get useful information about your sales representative's performance
* If the module Resources is activated, you can also assign resources to your event.
* [[File:main-discussion-tab-31.png|center]] An Admin can close their orders automatically when all the shipments are completed
* Admin can use different rendering views to review your events (view by day, by week, by month, by the user, or the simple list).
* [[File:main-discussion-tab-32.png|center]] Use Business predefined email templates, so you don't even have to type any text
* Anyone can assist you or engage in custom development if you need it.
* [[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


== 57. Sourcing Management-- ==
== 4. Inventory Management-- ==
* [[File:main-discussion-tab-34.png|center]] Retrieve any stock movement in your log record
* [[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
* [[File:main-discussion-tab-36.png|center]] Automatic virtual stock and easy replenishment process
* [[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
* [[File:main-discussion-tab-38.png|center]] Retrieve details of stocks and movements for a particular lot at any time
* [[File:main-discussion-tab-39.png|center]] Use both your real stock and virtual stock to make your replenishment in just a few clicks


* An embedded Agenda, like any common calendar, enhanced with features dedicated to your ERP and CRM system.
== 5. Segmentation-- ==
* Create in just two clicks, a dedicated, clean, and secure instance, and start to use it as if it was meant for production usage.
* [[File:main-discussion-tab-40.png|center]] Describe your products or services in any language of your choice
* View and search events using filters to view only the events you are interested in (by the user, customer, project, status, or type).
* [[File:main-discussion-tab-41.png|center]] Define your prices per customer segment, per quantity, or per customer
* You can take the route of custom development to achieve your business goals.
* [[File:main-discussion-tab-42.png|center]] Choose the way Tactic will manage your stock automatically for you
* Integration between the features/modules is ready and "in-the-box".
* [[File:main-discussion-tab-43.png|center]] Any data can be reused in other modules, thus saving you a lot of time
* Users are immediately able to work with the software, even without customization.
* [[File:main-discussion-tab-44.png|center]] Track the performance of your products or services
* Users always benefit from the latest features and innovations without losing any data.
* [[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

Latest revision as of 06:53, 1 April 2022

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.


1. Requisition Management--

  • Main-discussion-tab-05.png
    Create your orders from your customer sheet, or in a single click by reusing a signed proposal or contract to save time.
  • Main-discussion-tab-06.png
    Use the wizard to provision and stock your warehouses based on defined optimal quantities
  • Main-discussion-tab-07.png
    Use predefined and dynamic statistics pages to get useful information about your sales representative's performance.
  • Main-discussion-tab-10.png
    Send your order acknowledgment by Email directly from within the application.
  • Main-discussion-tab-11.png
    Take into consideration, open customer orders and open purchase orders and automatically calculate the correct quantity to buy.
  • Main-discussion-tab-13.png
    Use your predefined email templates, so you don't even have to type any text.

2. Integration, Development--

 Integrate your ERP with any other application using Tactic's APIs, Triggers, and Hooks
  • Main-discussion-tab-12.png
    Extract any data or insert, update, or delete records using our new REST APIs.
  • Main-discussion-tab-14.png
    Triggers and Hooks.
  • Main-discussion-tab-15.png
    Use your own LDAP server so your users will share the same password.
  • Main-discussion-tab-16.png
    Use the Payment modules (for example, PayPal, Stripe, PayBox...).
  • Main-discussion-tab-16.png
    Define the SMTP properties of your SMTP email hosting provider.
  • Main-discussion-tab-17.png
    Integrate Google services like Google Maps, Google Contacts, etc.
  • Main-discussion-tab-18.png
    Install external modules to synchronize your ERP with your e-Commerce platform (like Presta-shop, Magento, Woo-Commerce ...), etc.
  • Main-discussion-tab-19.png
    Computer Telephony Integration (CTI).
  • Main-discussion-tab-20.png
    One Time Password (OTP) or 2-Steps Authentication.
  • Main-discussion-tab-21.png
    Integrate external RSS inside your dashboard.
  • Main-discussion-tab-22.png
    Create the Module that you want to manage.
  • Main-discussion-tab-23.png
    Define the new Objects that you want to manage.
  • Main-discussion-tab-24.png
    Activate and test your application, change source code on the fly.
  • Main-discussion-tab-25.png
    Build the package and generate documentation in one click.
  • Main-discussion-tab-26.png
    Use the wizard to export any data.
  • Main-discussion-tab-27.png
    Use the import wizard to load or update data.

3. Field Sales Management--

  • Main-discussion-tab-28.png
    Export your orders with the Export module to reuse them with third-party tools
  • Main-discussion-tab-29.png
    Analysed your sales or delivery performance
  • Main-discussion-tab-30.png
    Use predefined and dynamic statistics pages to get useful information about your sales representative's performance
  • Main-discussion-tab-31.png
    An Admin can close their orders automatically when all the shipments are completed
  • Main-discussion-tab-32.png
    Use Business predefined email templates, so you don't even have to type any text
  • Main-discussion-tab-33.png
    Create your orders from your customer sheet, or in a single click by reusing a signed proposal or contract to save time

4. Inventory Management--

  • Main-discussion-tab-34.png
    Retrieve any stock movement in your log record
  • Main-discussion-tab-35.png
    Record business stock movement manually and/or configure the business application to increase or decrease your stock automatically
  • Main-discussion-tab-36.png
    Automatic virtual stock and easy replenishment process
  • Main-discussion-tab-37.png
    Define the desired quantity for each product so that the replenishment tool will be able to generate supplier orders automatically to restore the stock
  • Main-discussion-tab-38.png
    Retrieve details of stocks and movements for a particular lot at any time
  • Main-discussion-tab-39.png
    Use both your real stock and virtual stock to make your replenishment in just a few clicks

5. Segmentation--

  • Main-discussion-tab-40.png
    Describe your products or services in any language of your choice
  • Main-discussion-tab-41.png
    Define your prices per customer segment, per quantity, or per customer
  • Main-discussion-tab-42.png
    Choose the way Tactic will manage your stock automatically for you
  • Main-discussion-tab-43.png
    Any data can be reused in other modules, thus saving you a lot of time
  • Main-discussion-tab-44.png
    Track the performance of your products or services
  • Main-discussion-tab-45.png
    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)
  • Main-discussion-tab-46.png
    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