User documentation

From Tactic Wiki

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

Administration

Installation | Upgrade | Setup


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.


Tactic FAQ

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