TripleXchange adds a new dimension to your business by comprehensively linking your back office accounting data (Sage Line 50 / Line 100) to front office (CRM) sales and customer related data (GoldMine / ACT!) and to your quoting system (QuoteWerks) or XML feed.
Create sales orders, invoices and even back to back purchase orders directly from...
- Goldmine
- QuoteWerks
- Sage
Keep yourself informed about your customers with the consolidated accounts view Maintain the integrity of the accounting and CRM databases with the synchronisation module Keep your customers informed and in check with powerful credit control features
QuoteWerksTM the leading proposal software for GoldMine now has a module that allows it to link directly into Sage Line 50.
This now completes the GoldMine/QuoteWerks/Sage Line 100 portfolio.
TripleXchange adds a further new dimension to your business by comprehensively linking your Sage Line 100 accounting data to QuoteWerks data files.
Main features include:
- Conversion of QuoteWerks document types to a sales quote, order or invoice in Sage Line 100
- Wizard takes you through the QuoteWerks import and Sage order/invoice creation
- View the audit trail of orders and invoices created in Sage
- Map your customised fields in QuoteWerks to fields in Sage
- View Stock item differences between Quotewerks and Sage
Wizard takes you through the QuoteWerks import and Sage order/invoice creation
- Settings can be made to the workflow to create customers and products automatically in Sage
- Each line shows details such as document no., gross value, date and prospect/customer
- View the status of each document - open, closed, other and lost
- Multiple selections can be made to convert documents to a sales order or invoice in Sage
View the audit trail of orders and invoices created in Sage
- A full audit trail is saved in a log file for all documents converted
- Log files can be configured to be terse, normal or verbose
Map your customised fields in QuoteWerks to fields in Sage
- Each field in QuoteWerks can be mapped to the appropriate field in Sage
- Mappings increase efficiency and reduce the need for manual intervention
View Stock item differences between Quotewerks and Sage
- Displays cost and sales price for each stock item which exists in QuoteWerks but not in Sage
- Displays stock items with different sales and cost prices in QuoteWerks and Sage
- Displays cost and sales price for each stock item which exists in Sage but not in QuoteWerks