Difference between revisions of "Talk:Main Page"

From Tactic Wiki
 
(141 intermediate revisions by the same user not shown)
Line 1: Line 1:
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.


== 1. CRM and Sales –  ==


  This module stores all contact information within a database, so 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.
 
* Create alternative contacts/addresses.
* [[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.
* Set status and potential of your prospects.
* [[File:main-discussion-tab-06.png|center]] Use the wizard to provision and stock your warehouses based on defined optimal quantities
* Create and convert your Quotes, Commercial proposals, Sale   Orders,   Interventions, Invoices...
* [[File:main-discussion-tab-07.png|center]] Use predefined and dynamic statistics pages to get useful information about your sales representative's performance.
* Follow-up your prospects, and your customers.
* [[File:main-discussion-tab-10.png|center]] Send your order acknowledgment by Email directly from within the application.
* Create your Lead/Opportunity.
* [[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.
* Use your opportunities for a 360 degree view.
* [[File:main-discussion-tab-13.png|center]] Use your predefined email templates, so you don't even have to type any text.
* Follow your open opportunities.
 
* Analysed your performance.
== 2. Integration, Development-- ==
* Create tickets automatically from emails.
   Integrate your ERP with any other application using Tactic's APIs, Triggers, and Hooks
* Follow and answer tickets
 
* A portal for your partner or customers to report tickets or issues.
* [[File:main-discussion-tab-12.png|center]] Extract any data or insert, update, or delete records using our new REST APIs.
* Create Contract with subscribed services.
* [[File:main-discussion-tab-14.png|center]] Triggers and Hooks.
* Follow and manage your contracts and services.
* [[File:main-discussion-tab-15.png|center]] Use your own LDAP server so your users will share the same password.
* Convert your customer contract into one-time invoices or    recurring invoices.
* [[File:main-discussion-tab-16.png|center]] Use the Payment modules (for example, PayPal, Stripe, PayBox...).
* Create your Quote or Commercial Proposal.
* [[File:main-discussion-tab-16.png|center]] Define the SMTP properties of your SMTP email hosting provider.
* Analysed your performance.
* [[File:main-discussion-tab-17.png|center]] Integrate Google services like Google Maps, Google Contacts, etc.
* Process your commercial proposal.
* [[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.
* Follow the status of your commercial proposals.
* [[File:main-discussion-tab-19.png|center]] Computer Telephony Integration (CTI).
* Create your Order.
* [[File:main-discussion-tab-20.png|center]] One Time Password (OTP) or 2-Steps Authentication.
* Process your Order.
* [[File:main-discussion-tab-21.png|center]] Integrate external RSS inside your dashboard.
* Follow the status of your open Orders.
* [[File:main-discussion-tab-22.png|center]] Create the Module that you want to manage.
* Analysed your sales or delivery performance.
* [[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.
 
== 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
 
== 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
 
== 5. Segmentation-- ==
* [[File:main-discussion-tab-40.png|center]] Describe your products or services in any language of your choice
* [[File:main-discussion-tab-41.png|center]] Define your prices per customer segment, per quantity, or per customer
* [[File:main-discussion-tab-42.png|center]] Choose the way Tactic will manage your stock automatically for you
* [[File:main-discussion-tab-43.png|center]] Any data can be reused in other modules, thus saving you a lot of time
* [[File:main-discussion-tab-44.png|center]] Track the performance of your products or services
* [[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