Difference between revisions of "User documentation"

From Tactic Wiki
(Created page with "https://tactic-wiki.alsoft.org/")
 
m
Line 1: Line 1:
https://tactic-wiki.alsoft.org/
  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 ==
* [https://tactic-wiki.alsoft.org/index.php/Manual:Configuration_settings Configuration settings list]
* [https://tactic-wiki.alsoft.org/index.php/Manual:FAQ Tactic Wiki FAQ]
* [https://tactic-wiki.alsoft.org/index.php/mediawiki-announce Tactic Wiki release mailing list]
* [https://tactic-wiki.alsoft.org/index.php/Localisation#Translation_resources Localise Tactic Wiki for your language]
* [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Learn how to combat spam on your wiki]
 
 
 
 
== Customer Support ==
* [https://tactic-wiki.alsoft.org/index.php/Manual:Configuration_settings Configuration settings list]
* [https://tactic-wiki.alsoft.org/index.php/Manual:FAQ MediaWiki FAQ]
* [https://tactic-wiki.alsoft.org/index.php/mediawiki-announce MediaWiki release mailing list]
* [https://tactic-wiki.alsoft.org/index.php/Localisation#Translation_resources Localise MediaWiki for your language]
* [https://tactic-wiki.alsoft.org/index.php/Manual:Combating_spam Learn how to combat spam on your wiki]
 
  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.
== 28. 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.
 
== 75. 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.

Revision as of 14:41, 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



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.

28. 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.

75. 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.
Retrieved from "http://tactic-wiki.alsoft.org/index.php?title=User_documentation&oldid=194"