Talk:Tactic Clients Support

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Revision as of 13:42, 11 August 2021 by Admin (talk | contribs) (Created page with " Create and convert your Quotes, Commercial proposals, Sale Orders, Interventions, Invoices so that Your customer will be able to consult and download their proposals, orders...")
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 Create and convert your Quotes, Commercial proposals, Sale Orders, Interventions, Invoices so that Your customer will be able to consult and download their proposals, orders and invoices.

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 consultation of validated invoices (PDF download).

Use the Tactic ERP & CRM Software according to your needs. Track Leads, Opportunities, Internal, Customer, or Supplier Projects. An Admin can define properties on your tasks like planned workload and assign specific users.

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.

The Approval process of Tactic ERP & CRM Software is done by E-mail as well as SMS confirmation. The approval process is done with a few clicks with confirmation of the customers. Tactic ERP & CRM Software has an online free payment gateway to gives its customers a good approval process experience.

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. The 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. Tactic ERP & CRM Software calculate two types of taxes, one is Central Tax called CGST and another one is state tax called SGST.