Difference between revisions of "User-Documentaion"
From Tactic Wiki
| Line 7: | Line 7: | ||
* [https://tactic-wiki.alsoft.org/index.php/Expence-report Expense Reports by Tactic ERP & CRM] | * [https://tactic-wiki.alsoft.org/index.php/Expence-report Expense Reports by Tactic ERP & CRM] | ||
* [https://tactic-wiki.alsoft.org/index.php/Manufactures Usage of Manufacturing Orders] | * [https://tactic-wiki.alsoft.org/index.php/Manufactures Usage of Manufacturing Orders] | ||
* [https://tactic-wiki.alsoft.org/index.php/ | * [https://tactic-wiki.alsoft.org/index.php/Accounting Tactic Accounting Simplified] | ||
= Administration = | = Administration = | ||
Revision as of 14:31, 24 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.
Tactic Documentation
- Tactic Commercial Proposals - Quotes
- Tactic Double Entry Accounting
- Tactic Customers Invoices
- Expense Reports by Tactic ERP & CRM
- Usage of Manufacturing Orders
- Tactic Accounting Simplified
Administration
- Tactic Wiki release mailing list
- Tactic ERP & CRM Prerequisites
- Learn how to combat spam on your wiki
- Installation | Upgrade | Setup
- Usage (by modules / applications)
- Tactic Quick overview
- Direct Printing
- Tactic ERP & CRM Barcode Initialization
Installation | Upgrade | Setup
- Tactic ERP & CRM Installation
- Tactic ERP & CRM Setup
- Tactic ERP & CRM Upgrade
- Tactic ERP & CRM Users Session
- Usage of Tactic ERP & CRM
Tactic FAQ
- Increase Performance
- Tactic Auto-installer
- Lost my database password
- Tactic Release process
- Tactic remote access
- Delete Tactic invoice recovered
- Troubleshooting.
- Tactic Agenda Management
Customer Support
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.
- E-Mail (commercial support) to each and every customer.
- Forum and Wiki (community support).
- A list of companies can be read/edited by every user/company that needs/provide support on Tactic.
- Question answer support.
- Forum support.
- Blogging support.
- SMS support to each and every customer.
Customer Service 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.
Customer Database--
- Display the list of records of the selected table.
- Display the list of tables of the current Tactic database
- Create one or several alternative addresses for each of your prospects or customers
- Admin can set a contact status and a potential to your prospect. You can define the different prospect potentials/levels according to your business needs.
- Create and convert your Quotes, Commercial proposals, Sale Orders, Interventions, Invoices...
- Add / Edit / Delete records (submitted directly to the database).
- Merge third parties to remove duplicate records.
