Difference between revisions of "Talk:Main Page"

From Tactic Wiki
 
(124 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 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.
* Create alternative contacts/addresses.
* Set the status and potential of your prospects.
* Create and convert your Quotes, Commercial proposals, Sale  Orders,  Interventions, Invoices...
* Follow-up your prospects, and your customers.
* Create your Lead/Opportunity.
* Use your opportunities for a 360-degree view.
* Follow your open opportunities.
* Analysed your performance.
* Create tickets automatically from emails.
* Follow and answer tickets
* A portal for your partner or customers to report tickets or issues.
* Create a Contract with subscribed services.
* Follow and manage your contacts and services.
* Convert your customer contract into one-time invoices or recurring invoices.
* Create your Quote or Commercial Proposal.
* Analysed your performance.
* Process your commercial proposal.
* Follow the status of your commercial proposals.
* Create your Order.
* Process your Order.
* Follow the status of your open orders.
* Analysed your sales or delivery performance.


== 2. Human Relationship Management (HR)- ==
* [[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
  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.
* [[File:main-discussion-tab-07.png|center]] Use predefined and dynamic statistics pages to get useful information about your sales representative's performance.
* Create your employee/user accounts.
* [[File:main-discussion-tab-10.png|center]] Send your order acknowledgment by Email directly from within the application.
* Define the hierarchy of your employees/users.
* [[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.
* Define an hourly rate for each of your employees.
* [[File:main-discussion-tab-13.png|center]] Use your predefined email templates, so you don't even have to type any text.
* Set a user e-mail and a nice corporate email signature.
* 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.
* Manage the recruitment process.
* Record applications automatically with the Email Collector.
* Expense report requests.
* Validate and send e-mail for approval.
* Approve the expense report.
* Pay the expense report.
* Export data.
* Fill your timesheet using the interface that suits your needs.
* See the impact of time spent on the project's profit.
* Analysed and Export your timesheets.
* Define different types of leaves/holidays.
* Create a leave request.
* Approve or refuse each leave request.
* Analysed and update the balance of leave/holidays.
* List and filter leave requests.
* Track leave requests and remaining leave/holidays.
 
== 3. Product & Stock-- ==
 
  Users can manage their product and service catalogs, including the price and quantity of each item. They can also track the stock from each warehouse location. Other features are procurement management, shipment tracking, serial/lot management, and materials resource planning.
* Manage your product and service catalog.
* Manage your selling and buying prices.
* Track the performance of your products or services.
* Manage Margins.
* Manage BOMs (Bills Of Materials).
* Manufacturing Orders.
* Lots and Serial Management.
* Manage Warehouses.
* Manage Stock Movements.
* Automatic virtual stock and easy replenishment process.
* Make a mass stock change, inventory, or transfer in one step.
* Create your shipments in one click from any order.
* Your stock is updated automatically.
* Purchase Orders.
* Receive your Products.
* Procurement Management.
 
== 4. CMS, Website, E-Commerce, POS-- ==
 
  Users can create their own website with this module. Tactic provides website templates, but users have the option to create their own from scratch with the website editor.
* Create your website.
* Use the container/page architecture to organize content.
* Test your website with no need for any external web server.
* Include dynamic content on your website.
* Serve your website with your own servers like Apache or Nginx.
* If you use an external e-Commerce solution.
* If you use the embedded e-Commerce solution.
* A touchscreen P-O-S.
* Manage Bars and Restaurants.
* Display a QR-Code in your bar or restaurant, so your customers can access an interface for contactless, self-order.
* Automatic Stock update.
* Make the cash fence of the day...
 
== 5. Finance & Billing-- ==
 
  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.
* Create your Invoices.
* Send your invoice and manage payments.
* Follow the status of your open Invoices.
* Analysed your billing performance.
* Reuse your invoices with other modules.
* Setup your chart of accounts and your accounting number.
* Validate the accounting number before they are added to your Ledger.
* Analysed your Ledger, balance.
* Export your ledger in the format of your choice.
* Make the reconciliation of your bank account from the same menus.
* Maintain a history of your bank receipt.
 
== 6. Marketing-- ==
 
  Marketers can create email campaigns with either the WYSIWYG editor or the HTML editor. They can import email addresses from different sources, and the software automatically discards duplicate emails.
* Create your Emailing content with a friendly editor.
* Select your recipients from your existing data.
* Test your campaign in one click.
* Send your emailing campaign.
* Duplicate your campaign to quickly restart it later.
* Third-party E-mailing service (Mail-Chimp, SendInBlue, Send-Grid...)
* Create the poll or survey and add the questions you want to ask.
* Ask your employees, colleagues or partners to vote.
* Read and download the poll results.
 
== 7. Integration, Development-- ==


== 2. 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.
== 8. Productivity-- ==
  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.
* Create Projects, Leads, or Opportunities.
* Define who can view or edit the project.
* You can also create sub-tasks.
* Record the time spent on Projects/Tasks.
* Follow your project or tasks.
* Project overview.
* Manually create events in the past or future.
* Setup module to define the events which need to be recorded automatically.
* View events in different agenda views.
== 9. Marketing Automation-- ==
  Tactic supports a point of sale interface for restaurants, traditional shops, and bars. The drag-and-drop interface helps users define tables, floors, and rooms. Invoices and orders can be assigned to a table, and it supports automatic stock updates and a touchscreen POS.
* Tactic supports a point of sale interface for restaurants, traditional shops, and bars...
* Tactic can set up accounts and dispatch data like salaries, products, expense reports, purchases, and sales in ledger tables...
* It allows users to integrate their ERP with other applications using hooks, triggers, or APIs...
* Tactic offers numerous ways to enter details into timesheets, like a week, day, or month grid. ..
* One of its most unique features is its marketplace for extensible applications that help match the scale of users’ growth.
* Tactic helps users manage supplier and customer orders.
* Tactic allows users to define expense types in dictionaries for accurate statistics.
* This feature helps users detect typing errors or missing details during payment recording.
* Users can create invoices, down payments, and credit notes from scratch.
== 10. Mobile Access-- ==
  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.
* The menu is managed by native applications.
* Integration with your phone or other applications is better through Tactic ERP & CRM Software.
* Upgrading Tactic ERP & CRM will not break its features.
* Tactic ERM & CRM use embedded image resources to reduce bandwidth.
* Tactic ERP & CRM Software uses internal cache for pages that should not change your original data.
* Edit PDF of quotes, invoices, orders, delivery notes, and interventions...
* Secure access via the mobile application to your Tactic intranet.
* Meeting with Clients.
* Sales and Productivity.
* Documentation and Processing on a single click.
== 11. Multi-Currency-- ==
  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-
* Enter the exchange rate or automatically update the Internet.
* Choice of currency used in the purchase order.
* Choice of currency used in the supplier price.
* Show the amount in words depending on the currency used.
* Maintain the integrity of the banks as the primary currency is entered to record the purchase.
== 12. 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.
* Create your invoices (common invoices, down payments, credit notes) from scratch or from your customer sheet...
* Send your invoice and manage payments via e-mail.
* Follow the status of your open Invoice, list, and display all your orders.
* Analysed your billing performance using Tactic ERP & CRM Software.
* Reuse your invoices with other modules.
* Export your Invoices and payments with the Export module to reuse them with external tools.
== 13. Online Invoicing-- ==
  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)
* Include predefined products to save you time, or enter full content manually.
* Your invoices can also be generated automatically using the recurring template invoices.
* The document of your invoice (PDF, ODT, etc.) is automatically generated and updated.
* Provide your customer a link to pay online using Pay-pal, Stripe, Pay-box, etc.
* Export your invoices into the ledger of the accounting module to get your accountancy done automatically in just a few clicks.
* Existing BI suite directly to the open database for Big Data analysis.
* get reminded about all your unpaid invoices.
== 14. Opportunity Management-- ==
  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.
* Use your opportunities for a 360-degree view.
* Define an amount and a probability for winning your opportunities.
* reuse the project to create new tasks to begin and track the project executions.
* Change the status of your opportunities into "Won" or "Lost".
* Follow your open opportunities.
* Analysed your performance.
* Use the predefined statistics pages to get useful information about your company or about the performance of your sales representatives.
* Like any other data, export your Opportunities with the Export module, so you can reuse them with third-party tools...


== 15. Order Management-- ==
* [[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.


  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).
== 3. Field Sales Management-- ==
* Create Purchase Orders, Approve, Receive and Bill your Purchase Orders...
* [[File:main-discussion-tab-28.png|center]] Export your orders with the Export module to reuse them with third-party tools
* If you are tracking your stock, then use the stock dispatching wizards to receive products in your warehouses...
* [[File:main-discussion-tab-29.png|center]] Analysed your sales or delivery performance
* Calculation of Weighted Average Price can be done automatically...
* [[File:main-discussion-tab-30.png|center]] Use predefined and dynamic statistics pages to get useful information about your sales representative's performance
* Use the wizard to provision and stock your warehouses based on defined optimal quantities...
* [[File:main-discussion-tab-31.png|center]] An Admin can close their orders automatically when all the shipments are completed
* Generate your Purchase Orders automatically...
* [[File:main-discussion-tab-32.png|center]] Use Business predefined email templates, so you don't even have to type any text
* Take into consideration, open customer orders and open purchase orders and automatically calculate the correct quantity to buy. ..
* [[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
* Grant users and groups permissions on the workflows.


== 16. Order Tracking-- ==
== 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


  Manage your commercial re-launch and its piloting through this module: orders to re-launch, re-launch monitoring ... Do not miss out on customers!
== 5. Segmentation-- ==
* Generate one or several invoices from customer orders when they are at status "validated" or "delivered".
* [[File:main-discussion-tab-40.png|center]] Describe your products or services in any language of your choice
* You can also define order as "Delivered" (change status to "Delivered") when you want...
* [[File:main-discussion-tab-41.png|center]] Define your prices per customer segment, per quantity, or per customer
* 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".
* [[File:main-discussion-tab-42.png|center]] Choose the way Tactic will manage your stock automatically for you
* Knowing at every time the processing of a customer order, optimizing access to the stock.
* [[File:main-discussion-tab-43.png|center]] Any data can be reused in other modules, thus saving you a lot of time
* controlling the parcels content, editing documents and labels informing customers are the daily work of people in charge of processing customer orders..
* [[File:main-discussion-tab-44.png|center]] Track the performance of your products or services
* 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.
* [[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)
* Parcel tracking Follow the route to the recipient directly from the dedicated follow-up page.
* [[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
Retrieved from "http://tactic-wiki.alsoft.org/index.php?title=Talk:Main_Page&oldid=1399"