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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 includes a REST API that allows users to integrate with third-party applications. Some of these include PayPal, Stripe, PayBox, Google Maps, Google Contacts, Google Calendar, Magento, Woo-Commerce, and more. It is compatible with Windows, Linux, and Mac operating systems.

51. Requisition Management--

• If you are tracking your stock, then use the stock dispatching wizards to receive products in your warehouses.
• Create your orders from your customer sheet, or in a single click by reusing a signed proposal or contract to save time.
• Use the wizard to provision and stock your warehouses based on defined optimal quantities
• Use predefined and dynamic statistics pages to get useful information about your sales representative's performance.
• Send your order acknowledgment by Email directly from within the application.
• Take into consideration, open customer orders and open purchase orders and automatically calculate the correct quantity to buy.
• Use your predefined email templates, so you don't even have to type any text.

52. Resource Management--

 With self-service functionality, employees can manage their leave, request time off and fill out their timesheets and expense reports. Managers can approve time-off and expense reimbursement requests.

• Create your employee/user accounts.
• Define the hierarchy of your employees/users.
• Define an hourly rate for each of your employees.
• Set permissions for your users or groups.
• Personalize the display for each user.
• Leave requests, expenses reports, and timesheets.
• Define Job positions.
• Publish your open job positions.

6. Integration, Development--

 Integrate your ERP with any other application using Tactic's APIs, Triggers, and Hooks

• Extract any data or insert, update, or delete records using our new REST APIs.
• Triggers and Hooks.
• Use your own LDAP server so your users will share the same password.
• Use the Payment modules (for example, PayPal, Stripe, PayBox...).
• Define the SMTP properties of your SMTP email hosting provider.
• Integrate Google services like Google Maps, Google Contacts, etc.
• Install external modules to synchronize your ERP with your e-Commerce platform (like Presta-shop, Magento, Woo-Commerce ...), etc.
• Computer Telephony Integration (CTI).
• One Time Password (OTP) or 2-Steps Authentication.
• Integrate external RSS inside your dashboard.
• Create the Module that you want to manage.
• Define the new Objects that you want to manage.
• Activate and test your application, change source code on the fly.
• Build the package and generate documentation in one click.
• Use the wizard to export any data.
• Use the import wizard to load or update data.

22. Prospecting Tools--

 These are the recommended tools but any tool compliant with PHP, MySQL, and Web standards can be used.

• An AMP server.
• Web-browser (Chrome / Firefox) + plugins.
• Squirrel-SQL or D-Beaver
• Install plugin Eclipse for PHP: PDT.
• Setup Eclipse to get sources.
• Install Pre-commit git hook.

39. Field Sales Management--

• Export your orders with the Export module to reuse them with third-party tools,
• Analysed your sales or delivery performance.
• Use predefined and dynamic statistics pages to get useful information about your sales representative's performance.
• An Admin can close their orders automatically when all the shipments are completed.
• Use Business predefined email templates, so you don't even have to type any text.
• Create your orders from your customer sheet, or in a single click by reusing a signed proposal or contract to save time.

41. Inventory Management--

• Retrieve any stock movement in your log record.
• Record business stock movement manually and/or configure the business application to increase or decrease your stock automatically.
• Automatic virtual stock and easy replenishment process.
• Define the desired quantity for each product so that the replenishment tool will be able to generate supplier orders automatically to restore the stock.
• Retrieve details of stocks and movements for a particular lot at any time.
• Use both your real stock and virtual stock to make your replenishment in just a few clicks...

54. Segmentation--

• Describe your products or services in any language of your choice.
• Define your prices per customer segment, per quantity, or per customer.
• Choose the way Tactic will manage your stock automatically for you.
• Any data can be reused in other modules, thus saving you a lot of time.
• Track the performance of your products or services.
• Decide at a product level if you need to follow serial or lot numbers, by using the Stock module and let the application calculate your Weighted Average Price (WAP).
• A lot of native data can be defined on the product and service cards such as sale prices, tax rate, duration or dimension, cost price, accounts, accounting, stocks, notes or add your own personalized custom fields...

55. Shipping Management--

• Create your shipments in one click from any order. Compare the quantity shipped with the quantity to ship.
• Generate the PDF of the shipment sheet and print it for your transporter or send it by email directly from the application to any partner.
• If necessary, you can also manage/generate a delivery receipt.
• Record of your stock movement is directly linked to the shipment.
• Define the planned date of delivery for each of your shipments so you can process them by priority or follow late shipments.
• Your stock is updated automatically when you make a new shipment.
• When creating a new picking sheet, the weight or volume of your items can both calculated automatically from predefined product data or manually defined.

56. Source Tracking--

• A free, dedicated instance, only for you, with full admin access
• Integration with IDE tools like an eclipse was difficult. You may find plugins more easily with git-hub.
• The instance and data are yours and are dedicated for your use.
• Using the setup of the Agenda module, you can decide to automatically record events related to any business activity that occurs in the application.
• If the module Resources is activated, you can also assign resources to your event.
• Admin can use different rendering views to review your events (view by day, by week, by month, by the user, or the simple list).
• Anyone can assist you or engage in custom development if you need it.

57. Sourcing Management--

• An embedded Agenda, like any common calendar, enhanced with features dedicated to your ERP and CRM system.
• Create in just two clicks, a dedicated, clean, and secure instance, and start to use it as if it was meant for production usage.
• View and search events using filters to view only the events you are interested in (by the user, customer, project, status, or type).
• You can take the route of custom development to achieve your business goals.
• Integration between the features/modules is ready and "in-the-box".
• Users are immediately able to work with the software, even without customization.
• Users always benefit from the latest features and innovations without losing any data.

60. Tax Management--

• Tactic ERP & CRM Software has its auto-calculated tax system.
• Tactic ERP & CRM Software calculates two types of taxes, one is Centre Tax called CGST and another one is state tax called SGST.
• Tactic ERP & CRM Software has automatic round amount up to 4 digits tax calculation features.
• In some countries, calculations must always be done using method 1 for generating invoices. As this is the default calculation rule for Tactic, there is nothing to change from the default configuration.
• In most countries, both methods are possible. In this case, just use method 1 that will be more accurate for accounting...
• Tactic has the feature for some countries may apply two or three taxes on each invoice line.
• The GST has applied automatically on each line (when added or edited). Value of rate for second tax PST is automatically extracted by the system from the dictionary table of VAT rates, for the GST vat rate line used and your country.

68. Approval Process Control--

• The Approval process of Tactic ERP & CRM Software is done by E-mail as well as SMS confirmation.
• If you are tracking your stock, then use the stock dispatching wizards to receive products in your warehouses.
• Approval process done with a few clicks to confirmation of the customers...
• Tactic ERP & CRM Software has an online free payment gateway to gives its customers a good approval process experience.
• Admin can automate some steps in the Workflow module,
• Use the wizard to provision and stock your warehouses based on defined optimal quantities.

78. Client Management--

• Set the status and potential of your prospects.
• Create and convert your Quotes, Commercial proposals, Sale Orders, Interventions, Invoices...
• Follow-up your prospects, and your customers.
• Create your Lead/Opportunity.
• Your customer will be able to consult and download their proposals, orders, and invoices
• Allows your customers to create and view their tickets.
• Allows consultation of validated invoices (PDF download).

79. Client Portal--

• This module adds a public interface on which you can grant access to your customers.
• Your customer will be able to consult and download their proposals, orders, and invoices
• Allows your customers to create and view their tickets.
• Allows consultation of validated invoices (PDF download).
• Allows consultation of validated quotes (PDF download).
• Allows viewing of shipments (PDF download).
• Allows viewing of validated orders (PDF download).

80. Completion Tracking--

• Use the Tactic ERP & CRM Software according to your needs. Track Leads, Opportunities, Internal, Customer, or Supplier Projects.
• Create Projects, Leads, or Opportunities to your customers as well as clients.
• An Admin can define properties on your tasks like planned workload and assign specific users.
• track their progress and compare the progress with what you had initially planned.
• Get the potential turnover of your leads instantly, weighed with the probability, to get a calculated (probable) future turnover.
• Make the project public or select the employees and/or partners who can participate in the project.
• Add the predefined fields of your choice to make the data more manageable, complete, and as accurate as you need it to be.