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.
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.
=Quick Overview of Tactic=
=Quick Overview of Tactic=
[https://tactic-wiki.alsoft.org/index.php/Tactcic_Page Know Tactic]
= Tactic Modules/Applications=
= Tactic Modules/Applications=
* [https://tactic-wiki.alsoft.org/index.php/Proposal Tactic Commercial Proposals - Quotes]
* [https://tactic-wiki.alsoft.org/index.php/Proposal Tactic Commercial Proposals - Quotes]

Revision as of 12:02, 26 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.

Quick Overview of Tactic

Know Tactic

Tactic Modules/Applications

Administration

Tactic FAQ

Customer Support

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.