Difference between revisions of "What Tactic Gives to its users"

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(Created page with "== 4. 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 le...")
 
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== 4. Finance & Billing-- ==
== 1. 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.
   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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* Maintain a history of your bank receipt.
* Maintain a history of your bank receipt.


== 10. Marketing-- ==
== 2. 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.
   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.
* Create your Emailing content with a friendly editor.
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== 7. Product & Stock-- ==
== 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.
   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 product and service catalog.
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* Procurement Management.
* Procurement Management.


== 30. Data Warehousing-- ==
== 4. Data Warehousing-- ==





Revision as of 07:47, 11 August 2021

1. 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.

2. 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.


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. Data Warehousing--

  Organize your warehouses and emplacements. Use them to store your products and define stock movements.
  • Get an updated visualization of your stock using Weighted Average Price calculation or Standard calculate.
  • Rack your stock based on product reference, warehouse, date, and/or lot/serial number.
  • 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.