Overview

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

legal disclaimer