SalesCTRL

Accounting Software

HotLink

The SalesCTRL HotLink provides a single source for customer information

SalesCTRL Contact Screen

Accounts Receivable Customer Info (account balance, open invoices, detail sales history, summary history)

Sales Order Processing (orders, quotes, acknowledgements, pick slips, create new customers, ship to address, customer & item reminders)

Inventory Availability and Price Look Up

HotLink menu functions include inquiries, order/quote entry, new customer defaults, user-defined acknowledgement, picking slip, and quote forms, and inventory item reminder notes.

SalesCTRL HotLink Key Features

Real-time access to customer account information including credit status, open invoices, open orders, sales history, inventory pricing and availability

Process orders, sales, quotes, and email acknowledgements including inventory pictures, convert quotes to sales, convert a prospect to a customer on-the-fly during order entry, print picking slips, and manage item/customer reminders

Generate custom reports, broadcast emails, and automated business processes using SalesCTRL and accounting data for analysis, cross selling, targeted marketing, sales reporting, and work flows

Reduce the number of required accounting software user licenses for TRAVERSE

SalesCTRL HotLink Requirements

TRAVERSE v10.2* One Remote User

Data Connector Per SalesCTRL HotLink Connection (does not require TRAVERSE System Manager user license)

Unmodified tables

OSAS v7.0* BBj Enterprise ODBC One ODBC Connection

Per SalesCTRL HotLink Connection

Unmodified data structure

*Sales Order, Accounts Receivable, General Ledger, Inventory

The SalesCTRL record is linked to the TRAVERSE Accounts Receivable customer record for real-time read-only access to contact information, default, account balances, open orders and quotes, detail sales history, open invoices, payments, and Ship To locations.

Drill down to customer orders and quotes to view line item information, including the ship to address and payment information.

Access your customer’s detailed sales and payment history including line item and shipping info.

Access your customer’s open invoices including payments, header, line item and totals information.

Enter orders, sales, returns, and quotes with real-time inventory pricing and availability.

Inventory Item and order reminders can be setup to notify the user of important information.

Look inventory items by description, item ID, and user-defined fields, and view an attached picture.

Enter inventory and non-inventory items including multiple lines of description in the detail line item entry mode.

Select an existing Ship To address, enter a temporary or create a new one on the fly.

Print or email order acknowledgements and quotes, fax through ActiveFax with the optional software, and print picking slips to a default printer.

Look-up inventory item availability and pricing by location and TRAVERSE database.

HotLink menu functions include new customer defaults, user-defined acknowledgement, picking slip, and quote forms, and inventory item reminder notes.