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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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| == 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.
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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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| * Leave requests, expenses reports, and timesheets.
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| * Define Job positions.
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| * Publish your open job positions.
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| * Manage the recruitment process.
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| * Record applications automatically with the Email Collector. | |
| * Expense report requests.
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| * Validate and send e-mail for approval.
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| * Approve the expense report.
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| * Pay the expense report.
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| * Export data.
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| * Fill your timesheet using the interface that suits your needs.
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| * See the impact of time spent on the project's profit.
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| * Analysed and Export your timesheets.
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| * Define different types of leaves/holidays.
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| * Create a leave request.
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| * Approve or refuse each leave request.
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| * Analysed and update the balance of leave/holidays.
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| * List and filter leave requests.
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| * Track leave requests and remaining leave/holidays.
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| == 3. Product & Stock-- ==
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| 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.
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| * Manage your product and service catalog.
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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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| * Manufacturing Orders.
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| * Lots and Serial Management.
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| * Manage Warehouses.
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| * Manage Stock Movements.
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| * Automatic virtual stock and easy replenishment process.
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| * Make a mass stock change, inventory, or transfer in one step.
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| * Create your shipments in one click from any order.
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| * Your stock is updated automatically.
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| * Purchase Orders.
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| * Receive your Products.
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| * Procurement Management. | |
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| == 4. CMS, Website, E-Commerce, POS-- ==
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| 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.
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| * Create your website.
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| * Use the container/page architecture to organize content.
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| * Test your website with no need for any external web server.
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| * Include dynamic content on your website.
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| * Serve your website with your own servers like Apache or Nginx.
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| * If you use an external e-Commerce solution. | |
| * If you use the embedded e-Commerce solution.
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| * A touchscreen P-O-S.
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| * Manage Bars and Restaurants.
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| * Display a QR-Code in your bar or restaurant, so your customers can access an interface for contactless, self-order.
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| * Automatic Stock update. | |
| * Make the cash fence of the day...
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| == 5. Finance & Billing-- ==
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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. | |
| * Export your ledger in the format of your choice.
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| * Make the reconciliation of your bank account from the same menus.
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| * Maintain a history of your bank receipt.
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| == 6. Marketing-- ==
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| 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.
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| * Create your Emailing content with a friendly editor.
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| * Select your recipients from your existing data.
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| * Test your campaign in one click.
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| * Send your emailing campaign.
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| * Duplicate your campaign to quickly restart it later.
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| * Third-party E-mailing service (Mail-Chimp, SendInBlue, Send-Grid...)
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| * Create the poll or survey and add the questions you want to ask.
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| * Ask your employees, colleagues or partners to vote.
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| * Read and download the poll results.
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| == 7. Integration, Development-- ==
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| | == 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.
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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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| == 9. Marketing Automation-- ==
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| 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.
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| * Tactic supports a point of sale interface for restaurants, traditional shops, and bars...
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| * Tactic can set up accounts and dispatch data like salaries, products, expense reports, purchases, and sales in ledger tables...
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| * It allows users to integrate their ERP with other applications using hooks, triggers, or APIs...
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| * Tactic offers numerous ways to enter details into timesheets, like a week, day, or month grid. ..
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| * One of its most unique features is its marketplace for extensible applications that help match the scale of users’ growth.
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| * Tactic helps users manage supplier and customer orders.
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| * Tactic allows users to define expense types in dictionaries for accurate statistics.
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| * This feature helps users detect typing errors or missing details during payment recording.
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| * Users can create invoices, down payments, and credit notes from scratch.
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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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| == 12. Multi-Period Recurring Billing-- ==
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| 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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|
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| == 13. 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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| == 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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| == 17. 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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| == 18. Pricing Management-- ==
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| Uses the same programming language that Word-press, Drupal, Prestashop. Very easy to install in most common hosting. Good and open community. Free licence GPL...
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| * Price and ease of use and its support is any online payment system software as a user have.
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| * Faster response on payment.
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| * Mail notification on payment
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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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| == 19. Project Billing-- ==
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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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| * 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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| * Export your ledger in the format of your choice.
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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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| * Follow the status of your open Invoices, 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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| == 20. Project Management-- ==
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| Use the Tactic project module according to your needs. Track Leads, Opportunities, Internal, Customer, or Supplier Projects.
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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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| * Make the project public or select the employees and/or partners who can participate in the project…
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| * Time counter of user's spent time on a particular project.
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| * You can also create sub-tasks and have a hierarchy of tasks.
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| * Enter the estimated progress of your tasks/project during the same step in which the time spent is entered.
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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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| == 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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|
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| == 25. Quotes/Estimates-- ==
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| * Include predefined products to save time, or enter the full list of products and services manually...
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| * Create your Quote or Commercial Proposal.
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| * The PDF of your commercial proposal is automatically generated and updated.
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| * Send your quote or a selection of quotes via Email, directly from within the application.
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| * Modify the status of your proposals to "Refused" or "Signed".
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| * Follow the status of your commercial proposals.
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| * List and display all your quotes. Choose which information you want to see in your lists. Filter and sort them based on any criteria...
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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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| == 28. Customer Service Analytics-- ==
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| * The feature of Tactic analytics is very important for any business to control the business.
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| * Customers, suppliers, and prospects directory.
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| * Commercial Proposal management with pdf generator.
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| * Standing orders management.
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| * Reuse prospects and customer database to send mass emailing.
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| * Double entry accounting and general and auxiliary accounting.
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| * Predefined statistics page gives useful information of the company or sell representative performance.
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| == 29. Customer Support-- ==
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| This area can help you to get a Help support service on Tactic. Some parts of this service are available in English only, some are free and some are commercial.
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| * E-Mail (commercial support) to each and every customer.
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| * Forum and Wiki (community support).
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| * A list of companies can be read/edited by every user/company that need/provide support on Tactic.
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| * Question answer support.
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| * Forum support.
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| * Blogging support.
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| * SMS support to each and every customer.
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| * Domain and Hosting support.
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|
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| == 30. Data Warehousing-- ==
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| Organize your warehouses and emplacements. Use them to store your products and define stock movements.
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| * Get an updated visualization of your stock using Weighted Average Price calculation or Standard calculate.
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| * Rack your stock based on product reference, warehouse, date, and/or lot/serial number.
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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.
| |
| * Use both your real stock and virtual stock to make your replenishment in just a few clicks.
| |
| * Record your stock movement manually and/or configure your application to increase or decrease your stock automatically.
| |
|
| |
| == 31. Deferred Billing-- ==
| |
|
| |
| * 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.
| |
| * Include predefined products to save your time, or enter full content manually.
| |
| * Provide your customer a link to pay online using PayPal, Stripe, PayBox, etc.
| |
| * Close your invoice by automatically changing it to the paid status once the bank has processed your SEPA file.
| |
| * Reuse a credit note into another invoice to reduce the remaining amount to pay.
| |
| * Export your invoices into the ledger of the accounting module to get your accountancy done automatically in just a few clicks.
| |
| * Follow the status of your open Invoices by email or SMS
| |
|
| |
| == 32. Discount Management-- ==
| |
|
| |
| * Export your orders with the Export module to reuse them with third-party tools.
| |
| * Use predefined and dynamic statistics pages to get useful information about your sales representative's performance.
| |
| * Manage the previous discounts of a customer.
| |
| * Track all discount reports of a business.
| |
| * Discount on coupon management.
| |
| * Discount offer through email or SMS.
| |
|
| |
| == 33. Document Storage-- ==
| |
|
| |
| * The efficient management of your documents is a major challenge for your organization.
| |
| * 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.
| |
| * Automatically backup storage system.
| |
| * Document storage backup setting weekly or monthly.
| |
| * Tactic ERP & CRM Provides lost documents to its customer.
| |
| * Create document folders or files automatically using Tactic ERP & CRM Software.
| |
| * Auto cache set up a system to retrieve the data.
| |
|
| |
| == 34. Email Marketing-- ==
| |
|
| |
| * 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.
| |
| * duplicate your campaign, content, and/or recipients to start a new campaign in few clicks.
| |
| * Use your own or third-party external SMTP server from the Alsoft.
| |
|
| |
| == 35. Email Response Control-- ==
| |
|
| |
| * Send your email campaign from the web interface or from the command line.
| |
| * Send your email to few test emails to validate your setup with a real email reader.
| |
| * The application will automatically discard duplicated emails.
| |
| * An Admin can select among any customer, supplier, partner, employees, or from an external source.
| |
| * Create emailing campaigns using an easy-to-use WYSIWYG editor or for advanced users, an HTML editor.
| |
| * Personalize the e-mail template using variables that will be replaced with personalized values for each recipient.
| |
|
| |
| == 36. Employee Management-- ==
| |
|
| |
| * Create your employee/user accounts in our Tactic ERP & CRM Software.
| |
| * Many other options and data can be set, such as job position, gender, notes, attaching external files, status, etc.
| |
| * Creating a user only requires saving a name, a login name, and a password.
| |
| * Define an hourly rate for each employee, so that if they use the timesheet feature, their time spent will be converted into a value in your currency.
| |
| * Set a user e-mail and a nice corporate email signature.
| |
| * Tactic also handle employee bio-metric signature to maintain them.
| |
| * Project-wise task hour management of any employee.
| |
|
| |
| == 37. Expense Tracking-- ==
| |
|
| |
| 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.
| |
| * Expense report requests.
| |
| * An E-mail is generated automatically and sent to the employee supervisor.
| |
| * Approve the expense report.
| |
| * As a manager, find all the expense reports waiting for your approval, and validate or refuse them.
| |
| * Link expense reports to your lead/projects and retrieve them in the project overview.
| |
| * Use the export wizard to export all the data required by your bookkeeper or by any payroll providers.
| |
| * Define the type of expense reports in the dictionaries, so you will be able to have accurate statistics.
| |
|
| |
| == 38. 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.
| |
|
| |
| == 39. Hourly Billing-- ==
| |
|
| |
| * Create your Invoices hourly using Tactic ERP & CRM Software.
| |
| * Send your invoice and manage payments through online mode.
| |
| * Follow the status of your open Invoices.
| |
| * Analysed your billing performance.
| |
| * Manage your selling and buying prices.
| |
| * Track the performance of your products or services.
| |
| * Manage Margins.
| |
| * Manage BOMs (Bills Of Materials).
| |
|
| |
| == 40. HR Management-- ==
| |
|
| |
| 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 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.
| |
|
| |
| == 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...
| |
|
| |
| == 42. Invoice Processing-- ==
| |
|
| |
| * In the case of the implementation of contracts, invoices can be a predefined set, corresponding to the recurring elements of the contract.
| |
| * Tactic provides a generic tool to export your invoices data.
| |
| * Paid (If the sum of payments is greater than or equal to the amount claimed).
| |
| * Partially paid (If the sum of payments is greater than 0 but strictly less than the amount claimed).
| |
| * Payments can be done only on validated invoices.
| |
| * 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.
| |
|
| |
| == 43. Lead Capture-- ==
| |
|
| |
| * Use the predefined statistics pages to get useful information about your company.
| |
| * Analysed your performance as well as the performance of your sales representatives.
| |
| * Choose which information you want to see on your lists. Filter and sort them based on any criteria.
| |
| * Admin can also reuse the project to create new tasks to begin and track the project execution.
| |
| * 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.
| |
| * Include predefined products to save you time, or enter full content manually.
| |
| * The main purpose of lead capture forms is to collect contact information by giving customers something in exchange for their data.
| |
|
| |
| == 44. Lead Distribution-- ==
| |
|
| |
| * If predefined fields do not match your needs, add your own custom fields of any type (string, amount, date, checkbox, combo list ...) to the form...
| |
| * Use your opportunities for a 360-degree view.
| |
| * Define an amount and a probability for winning your opportunities, so that you can have an idea of what will be your expected turnover.
| |
| * Change the status of your opportunities into "Won" or "Lost".
| |
| * Lead capture pages are dedicated landing pages used for specific marketing campaigns.
| |
| * Forms with multiple fields can reduce the conversion rate.
| |
|
| |
| == 45. Lead Generation-- ==
| |
|
| |
| * Attach any notes or files to your prospect/customer sheet.
| |
| * Merge third parties to remove duplicate records...
| |
| * 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.).
| |
| * Just modify the status in one click from the list view without even opening the prospect sheet...
| |
| * Set the status and potential of your prospects.
| |
| * Create a project report sheet for each and every employee as well as customers or clients.
| |
|
| |
| == 46. Lead Management-- ==
| |
|
| |
| * Lead Management techniques have 87% higher conversion rates.
| |
| * Lead Management provides a new avenue for capturing leads on your website.
| |
| * A lead Management not only takes care of your bottom of the funnel but can support your entire conversion journey.
| |
| * Use lead Management to promote content downloads and improve your lead capture in the awareness stage.
| |
| * Valuable lead contact information can also be sent from the chatbot directly to your sales team.
| |
| * Your company’s business goals and objectives should define what you are ultimately trying to achieve with the lead management.
| |
|
| |
| == 47. Lead Segmentation-- ==
| |
|
| |
| * 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,
| |
| * Use A/B testing to determine which targeting is the most effective.
| |
| * Designed the flow of your lead segmentation while keeping your business goals in mind.
| |
| * Customers and prospects can directly schedule a demo, book an appointment or make a reservation in the lead segmentation.
| |
| * Define an amount and a probability for winning your opportunities, so that you can have an idea of what will be your expected turnover.
| |
|
| |
| == 48. Recurring/Subscription Billing-- ==
| |
|
| |
| * The module automatically generates the PDFs and automatically sends by email, if you wish, the invoices to the concerned third parties...
| |
| * An Admin can set the email that will be sent, accompanying the invoice.
| |
| * This feature is basically is used to automatically send the mail to its clients while they buying any product.
| |
| * Close your invoice by automatically changing it to the paid status once the bank has processed your SEPA file.
| |
| * Reuse a credit note into another invoice to reduce the remaining amount to pay.
| |
| * Export your invoices into the ledger of the accounting module to get your accountancy done automatically in just a few clicks.
| |
| * Follow the status of your open Invoices by email or SMS.
| |
|
| |
| == 49. Reimbursement Management-- ==
| |
|
| |
| * Creating a user only requires saving a name, a login name, and a password.
| |
| * Set a user e-mail and a nice corporate email signature.
| |
| * Define the hierarchy of your employees/users.
| |
| * Creating an account for your employees will allow them to access data in Tactic and to interact with all the application features such as Third parties, Business documents, and other application modules according to the access control permissions that have been defined.
| |
| * Admin must consider creating user groups, define permissions on those user groups, and assign users to those groups.
| |
| * Saving an e-mail address on the user's card will allow the user to send emails from within Tactic.
| |
| * Many other options and data can be set, such as job position, gender, notes, attaching external files, status, etc.
| |
|
| |
| == 50. Reporting/Analytics-- ==
| |
|
| |
| * The feature of Tactic analytics is very important for any business to control the business.
| |
| * Customers, suppliers, and prospects directory.
| |
| * Commercial Proposal management with pdf generator.
| |
| * Standing orders management.
| |
| * Reuse prospects and customer database to send mass emailing.
| |
| * Double entry accounting and general and auxiliary accounting.
| |
| * Predefined statistics page gives useful information of the company or sell representative performance.
| |
|
| |
| == 51. Requisition Management-- ==
| |
|
| |
| * If you are tracking your stock, then use the stock dispatching wizards to receive products in your warehouses.
| |
| * Create your orders from your customer sheet, or in a single click by reusing a signed proposal or contract to save time.
| |
| * Use the wizard to provision and stock your warehouses based on defined optimal quantities
| |
| * Use predefined and dynamic statistics pages to get useful information about your sales representative's performance.
| |
| * Send your order acknowledgment by Email directly from within the application.
| |
| * Take into consideration, open customer orders and open purchase orders and automatically calculate the correct quantity to buy.
| |
| * Use your predefined email templates, so you don't even have to type any text.
| |
|
| |
| == 52. Resource Management-- ==
| |
|
| |
| 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.
| |
|
| |
| == 53. Search/Filter-- ==
| |
|
| |
| * Each and every module has its default Search and filter script.
| |
| * Customer can search by module name, author name date of publication, etc.
| |
| * Filter your product catalog on any property of your choice.
| |
| * Customer can also search or filter by Activation date or date of graduation.
| |
| * Search or filtration may be occurred by clients name as well as customer name those who are existing.
| |
| * Search or filtration can also be done by search by area of application.
| |
|
| |
| == 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-- ==
| |
|
| |
| * A free, dedicated instance, only for you, with full admin access
| |
| * Integration with IDE tools like an eclipse was difficult. You may find plugins more easily with git-hub.
| |
| * The instance and data are yours and are dedicated for your use.
| |
| * Using the setup of the Agenda module, you can decide to automatically record events related to any business activity that occurs in the application.
| |
| * If the module Resources is activated, you can also assign resources to your event.
| |
| * Admin can use different rendering views to review your events (view by day, by week, by month, by the user, or the simple list).
| |
| * Anyone can assist you or engage in custom development if you need it.
| |
|
| |
| == 57. Sourcing Management-- ==
| |
|
| |
| * An embedded Agenda, like any common calendar, enhanced with features dedicated to your ERP and CRM system.
| |
| * Create in just two clicks, a dedicated, clean, and secure instance, and start to use it as if it was meant for production usage.
| |
| * View and search events using filters to view only the events you are interested in (by the user, customer, project, status, or type).
| |
| * You can take the route of custom development to achieve your business goals.
| |
| * Integration between the features/modules is ready and "in-the-box".
| |
| * Users are immediately able to work with the software, even without customization.
| |
| * Users always benefit from the latest features and innovations without losing any data.
| |
|
| |
| == 58. Supplier Management-- ==
| |
|
| |
| * Create Purchase Orders, Approve, Receive and Bill your Purchase Orders.
| |
| * Currently, only standard invoices are managed for supplier invoices.
| |
| * If you are tracking your stock, then use the stock dispatching wizards to receive products in your warehouses.
| |
| * Calculation of Weighted Average Price can be done automatically.
| |
| * Take into consideration, open customer orders and open purchase orders and automatically calculate the correct quantity to buy.
| |
| * Grant users and groups permissions on the workflows. Define the thresholds which will automatically trigger email notifications when they are breached.
| |
| * Generate your Purchase Orders automatically.
| |
|
| |
| == 59. Task Management-- ==
| |
|
| |
| * Use the Tactic ERP & CRM Software according to your needs. Track Leads, Opportunities, Internal, Customer, or Supplier Projects.
| |
| * Make the project public or select the employees and/or partners who can participate in the project.
| |
| * 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.
| |
| * track their progress and compare the progress with what you had initially planned. You can review the plan using the Gantt view.
| |
| * Users will be able to enter the time spent if they decide to use the timesheet feature.
| |
| * Add the predefined fields of your choice to make the data more manageable, complete, and as accurate as you need it to be.
| |
| * Get the potential turnover of your leads instantly, weighed with the probability, to get a calculated (probable) future turnover.
| |
| * If an hourly rate is set in your user card, then a cost for the time spent will also be automatically calculated and reported.
| |
|
| |
| == 60. Tax Management-- ==
| |
|
| |
| * Tactic ERP & CRM Software has its auto-calculated tax system.
| |
| * Tactic ERP & CRM Software calculates two types of taxes, one is Centre Tax called CGST and another one is state tax called SGST.
| |
| * Tactic ERP & CRM Software has automatic round amount up to 4 digits tax calculation features.
| |
| * 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.
| |
| * In most countries, both methods are possible. In this case, just use method 1 that will be more accurate for accounting...
| |
| * Tactic has the feature for some countries may apply two or three taxes on each invoice line.
| |
| * 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.
| |
|
| |
| == 61. Team Assignments-- ==
| |
|
| |
| * Admin must consider creating user groups, define permissions on those user groups, and assign users to those groups.
| |
| * Users will be able to enter the time spent if they decide to use the timesheet feature.
| |
| * track their progress and compare the progress with what you had initially planned. You can review the plan using the Gantt view.
| |
| * Enter the estimated progress of your tasks/project during the same step in which the time spent is entered, so that the progress is always captured and compared with the time spent.
| |
| * Make the project public or select the employees and/or partners who can participate in the project.
| |
| * You can also create sub-tasks and have a hierarchy of tasks.
| |
| * If an hourly rate is set in your user card, then a cost for the time spent will also be automatically calculated and reported.
| |
|
| |
| == 62. Time & Expense Tracking-- ==
| |
|
| |
| * 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.
| |
| * Projects offer an overview tab displaying a lot of information about projects and linked elements in Tactic such as proposals, invoices, orders, etc.
| |
| * Get the potential turnover of your leads instantly, weighed with the probability, to get a calculated (probable) future turnover.
| |
| * Set a user e-mail and a nice corporate email signature to calculate what actual time the work or invest to your company.
| |
| * All these data allow you to determine profit and loss resulting from the project.
| |
| * Validate your expense report for approval. An E-mail is generated automatically and sent to the employee supervisor.
| |
| * As a manager, find all the expense reports waiting for your approval, and validate or refuse them.
| |
|
| |
| == 63. Transaction History-- ==
| |
|
| |
| * Let your employees fill in their expenses reports. A permission system tells who can and can't record such requests.
| |
| * Use the export wizard to export all the data required by your bookkeeper or by any payroll providers.
| |
| * Follow which expense report was paid or not.
| |
| * As a manager, find all the expense reports waiting for your approval, and validate or refuse them.
| |
| * Define the type of expense reports in the dictionaries, so you will be able to have accurate statistics.
| |
| * The manager will receive alerts to refuse or approve the expense report. You can also follow if it has been paid or not.
| |
| * An E-mail is generated automatically and sent to the employee supervisor.
| |
|
| |
| == 64. Vendor Management-- ==
| |
|
| |
| * Tactic is a vendor management solution that has Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) functionalities.
| |
| * Vendor management systems offer great document storage, robust security, and powerful tools.
| |
| * Your vendor management system can improve your organization’s efficiencies.
| |
| * This tool is customizable and can run on shared, dedicated, or virtual systems.
| |
| * When all your vendor data is consolidated in one location, you can manage your relationships with heightened efficiency, which your suppliers will appreciate.
| |
| * 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.
| |
| * Tactic offers a multi-platform suite that can be updated to the latest version.
| |
|
| |
| == 65. Vendor Payment-- ==
| |
|
| |
| * Upload vendor master data from ERP including vendor contact details and bank account details into Co-process.
| |
| * Upload from AP the vendor invoices into Co-process.
| |
| * Do a payment run to generate and send remittance advice to vendors and statements to subsidiaries.
| |
| * In order to pay the vendors the system produces the payment file to interface with the payment bank(s).
| |
| * Centralized vendor payments streamline the payment process and bring huge savings for the Group.
| |
| * The multiple payments over wide geography in many currencies are transferred into a single payment and remittance per currency to the vendor.
| |
| * The system makes use of the standard-setting engine to send out remittance advice by email to all active vendors.
| |
|
| |
| == 66. Warehouse Management-- ==
| |
|
| |
| * Retrieve details of stocks and movements for a particular lot at any time.
| |
| * Lots and serial management
| |
| * An Admin can also set properties to your lots like Sell-by date or Eat-by-date.
| |
| * Define the desired quantity for each product so that the replenishment tool will be able to generate supplier orders automatically to restore the stock.
| |
| * Make a mass stock change, inventory, or transfer in one step.
| |
| * Automatic virtual stock and easy replenishment process.
| |
| * Use both your real stock and virtual stock to make your replenishment in just a few clicks.
| |
| * Record your stock movement manually and/or configure your application to increase or decrease your stock automatically.
| |
|
| |
|
| == 67. Alerts/Notifications-- ==
| | * [[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. |
|
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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… | | == 3. Field Sales Management-- == |
| * Anyone can get the dashboard alert that is called “Products: Stock Alert” to list products that are below the desired stock level. | | * [[File:main-discussion-tab-28.png|center]] Export your orders with the Export module to reuse them with third-party tools |
| * Tactic ERP & CRM Software can alert you or noticed you to buy some products from them by email or SMS notification. | | * [[File:main-discussion-tab-29.png|center]] Analysed your sales or delivery performance |
| * Tactic ERP & CRM Software can give you any special discount on any products by Email or SMS notification. | | * [[File:main-discussion-tab-30.png|center]] Use predefined and dynamic statistics pages to get useful information about your sales representative's performance |
| * Tactic ERP & CRM Software will alert you before the proper prior time of your Hosting expiration date. | | * [[File:main-discussion-tab-31.png|center]] An Admin can close their orders automatically when all the shipments are completed |
| * Tactic ERP & CRM Software alert you if they have any external module as well as product if they launched.
| | * [[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 |
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| == 68. Approval Process Control-- == | | == 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 |
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| * The Approval process of Tactic ERP & CRM Software is done by E-mail as well as SMS confirmation. | | == 5. Segmentation-- == |
| * If you are tracking your stock, then use the stock dispatching wizards to receive products in your warehouses. | | * [[File:main-discussion-tab-40.png|center]] Describe your products or services in any language of your choice |
| * Approval process done with a few clicks to confirmation of the customers... | | * [[File:main-discussion-tab-41.png|center]] Define your prices per customer segment, per quantity, or per customer |
| * Tactic ERP & CRM Software has an online free payment gateway to gives its customers a good approval process experience. | | * [[File:main-discussion-tab-42.png|center]] Choose the way Tactic will manage your stock automatically for you |
| * Admin can automate some steps in the Workflow module, | | * [[File:main-discussion-tab-43.png|center]] Any data can be reused in other modules, thus saving you a lot of time |
| * Use the wizard to provision and stock your warehouses based on defined optimal quantities. | | * [[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 |
