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ProUnison team up with TripleEntry for Sage Link
ProUnison are pleased to announce that they have been appointed first Irish Reseller for the TripleEntry Sage Accounts Link - TripleXchange
Overview of TripleXchange
TripleXchange adds a new dimension to your business by comprehensively linking your back office accounting data (Sage Line 50 / Line 100 / MMS) to front office (CRM) sales and customer related data (GoldMine / ACT!) and to your quoting system (QuoteWerks) or XML feed.
Consolidated display of account details
Important financial data is available in many different forms. Simply find a
contact in GoldMine and TripleXchange automatically
synchronises the accounts data for you. View:
All customer/supplier contact details
Turnover
Credit analysis
Balances
Sales and purchase order status and drill down to any order or invoice
Stock levels and prices
Graphical analysis of sales, balances etc
Account creation via business rules
TripleXchange can create accounts in Sage from GoldMine automatically, using a powerful set of user-defined business rules.
Easy to use wizard
Select the field to be used as a base for the account reference
Choose a format for the reference
Select words and symbols to be excluded
Select account number creation options
Sales quote/order processing, invoicing
Create quotes and proformas in Sage and schedule a forecasted sale in GoldMine
Creating a sales order or invoice for: Credit analysis, Write a transaction in Sage and Complete a GoldMine forecasted sale
Create a sales history activity record
Print sales orders/invoices using the company data extracted from Sage
Fax orders or invoices straight to an automatic fax system using embedded header fields, or email them as either a HTML email or as an attached PDF file.
Credit card processing
Validate credit card details
Create a validated export file for bank authorisation
Import 'bank authorised' credit card data
Change status and release sales order for dispatch
Update sales order/invoice with authorisation details
Purchase order processing
Creating a purchase order to Write a transaction in Sage and Create a history activity record
Purchases can be shown as negative sales or other activities
Print purchase orders using the company data extracted from Sage
Fax or email orders.
Back-to-back order processing
Create back-to-back purchase orders using a simple wizard
Create a sales order and select "Create PO" on the sales order form
The wizard will show the supplier for each item on the sales order
User can change the supplier and "ship to" address if required
TripleXchange automatically consolidates items for each supplier
When the purchase orders are created, the sales order number and customer account ref are written to the job reference field
In addition, each item line in the sales order is updated with the supplier account reference and PO number
Scheduler
Schedule activities and tracks in GoldMine from status information within Sage
Schedule calls, send email messages or add an automatic process for any user
Define criteria such as "over credit limit" or "invoices over 30 days" and schedule an activity to keep you on top of your credit control.
Synchronisation module
Map any field in GoldMine (including user defined) to any customers and suppliers fields in Sage
Remote GoldMine users can benefit from this accounting data without the need to connect to Sage directly, using Goldsync or GoldMine EveryWhere.
Automatic synchronisation can be set to cycle through the accounts records and update GoldMine fields by current contact or multiple contacts within several companies
TripleXchange can also create any contact that does not exist in GoldMine
Transaction Synchronisation
TripleXchange can synchronise sales/purchase orders and invoices, including all line items, into the detail records of GoldMine
Select the sync server from the menu option
Choose sales/purchase orders and invoices
Select a cutoff date as required
Run the synchronisation server
View the transaction detail records using the transaction viewer
Multi-company database support
TripleXchange can, by Sage company, link any number of Sage databses to any number of GoldMine databses; or any number of Sage databases to a single copy of GoldMine.
Multi-user access rights
TripleXchange has a very comprehensive user access rights policy, in addition to the Sage and GoldMine user rights, TripleXchange can be configured to allow or prevent read/write access for every feature in the system
If you have any questions in relation to this new solution, please contact ProUnison, details below, and we would be happy to assist.
legal disclaimer
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