Difference between revisions of "User-Documentaion"

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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 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.''
Tactic includes a REST API that allows users to integrate with third-party applications.''
  == 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...
== 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.
== 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 the 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.

Revision as of 14:04, 9 August 2021

 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.

Tactic Documentation

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.


 == 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...

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.

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 the 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.