User-Documentaion

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 What About Tactic
• Tactic Team
• Opportunities from Tactic
• What Tactic Gives Client's
• How Tactic will Manage Client's
• Tactic Transaction Process

Administration

• Tactic Membership Management
• Tactic Mailing Automation
• Tactic FTP Supports
• Usage (by modules / applications)
• Tactic Click to Call Service
• Lost my database password
• How Point Of Sale Saves your Time
• Tactic Agenda Management
• Create Dynamic Websites by Tactic ERP & CRM
• Tactic ERP & CRM Barcode Initialization
• Tactic Zapier Modules
• Create Third-Party in Your Tactic

Tactic Modules/Applications

• Tactic Commercial Proposals - Quotes
• Tactic Double Entry Accounting
• Tactic Customers Invoices
• Expense Reports by Tactic ERP & CRM
• Usage of Manufacturing Orders
• Tactic Accounting Simplified

Tactic Modules/Applications

*Know What About Tactic
*Tactic Team
*Opportunities from Tactic
*What Tactic Gives Client's
*How Tactic will Manage Client's

* Human Relationship Management
* Project Management
* Vendor Management
* Billing System
* Lead Management

* Security Management
* Opportunities Management
* Tactic Payment
* Tactic Clients Support
* Purchase Order Management

* What is TACTIC ? Why TACTIC
* TACTIC's Services
* TACTIC Localization
* Email Marketing
* Tactic Resources

*Tactic Membership Management
* Tactic Mailing Automation
*Create Dynamic Websites by Tactic ERP & CRM
* Usage (by modules / applications)
*Tactic Click to Call Service

* Lost my database password
*How Point Of Sale Saves your Time
* Tactic Agenda Management
*Tactic FTP Supports
* Tactic ERP & CRM Barcode Initialization

*Create Third-Party in Your Tactic
*Tactic Zapier Modules
* Tactic Commercial Proposals - Quotes
* Tactic Double Entry Accounting
* Tactic Customers Invoices

* Expense Reports by Tactic ERP & CRM
* Usage of Manufacturing Orders
* Tactic Accounting Simplified
*Tactic Transaction Process
TACTIC's Services>

TACTIC's Services
TACTIC's Services
TACTIC's Human Resource Management
TACTIC's Localization
TACTIC's Services

TACTIC's Services
TACTIC's Services
TACTIC's Human Resource Management
TACTIC's Localization
TACTIC's Services

TACTIC's Services
TACTIC's Services
TACTIC's Human Resource Management
TACTIC's Localization
TACTIC's Services

TACTIC's Services
TACTIC's Services
TACTIC's Human Resource Management
TACTIC's Localization
TACTIC's Services

Tactic FAQ

• Increase Performance
• Tactic Release process
• Tactic remote access
• Delete Tactic invoice recovered
• Troubleshooting.

Customer Support

• Tactic Customers Invoices
• Tactic HRM
• Tactic Leaves
• Tactic E-Mail Collector
• Tactic Notification

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.