Protecting your profits with up-to-the-minute-alerts Click to see Demo
Info-Alert is a powerful tool that monitors your business data and provides automated alerts when various business conditions are met.
Info-Alert serves as a “virtual employee” that attaches to your TRAVERSE data and reviews it at scheduled intervals, reporting the information
to the appropriate people.
With Info-Alert, you define a specific set of parameters. When conditions occur that meet those parameters, an alert is sent—via email or report—to
those individuals assigned to receive the notification (employees, customers, vendors, etc.). There are many predefined alerts, including those in
categories such as Accounts Receivable, Order Entry, Inventory and Purchasing. For each pre-defined alert, you can establish a set of criteria; for example,
“Only review customers assigned to a specific sales rep.”
Info-Alert is quick and easy to install. Once it is set up, Info-Alert will run unattended, reviewing your data for information you have requested. Most other
Microsoft or ODBC-compliant databases in your office can easily be connected and mapped to Info-Alert to allow you to generate alerts based on your company specific data.
Info-Alert can also be configured to send dunning letters to your customers, send requests to vendors for the status of late shipments, automatically update credit hold
flags in your customer record and much more.
A Microsoft Excel Reporting Tool Click to see Demo
Advanced Financial Analyst is a state of the art reporting tool that provides access to your general ledger data directly from Microsoft Excel, the most popular
spreadsheet in the world.
There are two primary components to Advanced Financial Analyst: Author and Analyst. Use Author to design report templates. Begin with an existing template or start
from scratch. Place entire rows and columns of information in the worksheet with user-friendly wizards. Build in filters that allow users to specify report criteria
when viewing the report. Add drill down capability to a report by simply checking a box. Or, create a data source to be used in conjunction with Excel pivot tables.
Author makes template creation easy thanks to innovative programming that was done using 100% Microsoft tools.
Use Analyst to view reports using your templates. Simply open the template, select any filter criteria and run it. The report is automatically generated with new data
from the selected period. This means your time is spent analyzing data, not entering it. And, because your data is in Excel, you have a full complement of tools available
to you. Perform 'what-if' analysis. Create charts and graphs. Or, distribute the information in native Excel, HTML or text formats. It's all fast and easy because your
data is in Excel.
Get Vital information today; make the best decisions for tomorrow Click to see Demo
TRAVERSE® opens the door to a world of flexibility and productivity. The General Ledger module lets you report, compare,
and analyze key information and statements - critical to your company's success.
Since TRAVERSE was developed with SQL Server, Microsoft Access® and Visual Basic™, it provides a seamless interface to other
Microsoft Office products such as Word, Excel, and Mail as well as HTML language for the Internet. You can export reports -
including headings, data and formulas - with just a click! And training is easy because you're working with tools you're already
familiar with.
The simple design philosophy of Access makes it easy to use for everyone, from beginner to expert. TRAVERSE and Access team up
to get you from where you are to where you need to be.
TRAVERSE General Ledger provides 30-character account masks and 7 user-defined segments. You can have up to 367 periods per year
open and maintain history for an unlimited number of years. You can even use the multilingual capabilities of TRAVERSE to do
international reporting; work and report in the language of choice and switch between installed language sets at will. Like all
Open Systems products, source code is available.
Customize your GL accounts while tracking years of account balances.
A Microsoft Excel Reporting Tool Click to see Demo
Advanced Financial Analyst is a state of the art reporting tool that provides access to your general ledger data directly
from Microsoft Excel, the most popular spreadsheet in the world.
There are two primary components to Advanced Financial Analyst: Author and Analyst. Use Author to design report templates.
Begin with an existing template or start from scratch. Place entire rows and columns of information in the worksheet with
user-friendly wizards. Build in filters that allow users to specify report criteria when viewing the report. Add drill down
capability to a report by simply checking a box. Or, create a data source to be used in conjunction with Excel pivot tables.
Author makes template creation easy thanks to innovative programming that was done using 100% Microsoft tools.
Use Analyst to view reports using your templates. Simply open the template, select any filter criteria and run it. The report
is automatically generated with new data from the selected period. This means your time is spent analyzing data, not entering it.
And, because your data is in Excel, you have a full complement of tools available to you. Perform 'what-if' analysis. Create charts
and graphs. Or, distribute the information in native Excel, HTML or text formats. It's all fast and easy because your data is in Excel.
Financial statements are presented directly in MS Excel, where they can be further manipulated, published to an intranet, emailed
to others or included in MS Word documents.
Manage your cash, know your customers, analyze performance and trends Click to see Demo
TRAVERSE® provides the features you want and the tools you need to run your business more effectively. Source code is available so you can
customize the software to meet your unique needs. TRAVERSE was developed with SQL Server, Microsoft Access® and Visual Basic™, so the user benefits
from a seamless interface to other Microsoft Office products such as Word, Excel, and Mail as well as HTML language for the Internet. Working with
the tools you're already familiar with makes training a breeze!
Accounts Receivable offers multilingual and multicurrency capabilities. You can use a mouse and/or a keyboard for navigation and data entry, and you
can customize by user which fields to stop at on data entry screens. Historical information for an unlimited number of years can be viewed in detail
or summary.
There are other advantages to working with a product developed with Access. Its built-in intelligence senses what you want to do and produces the
results you're looking for. Routine tasks become automatic; complex jobs become less complex. TRAVERSE manages your financial information quickly,
easily, and effectively.
TRAVERSE provides fast customer lookup with a single mouse click.
Tracking obligations to suppliers, controlling cash flow, and making sound cash management decisions are now easier than ever. Click to see Demo
You need a strong financial management system in order to meet the demands placed on your business. One that's designed to provide vital information quickly and easily.
TRAVERSE® is the system you need.
TRAVERSE was developed with SQL Server, Microsoft Access, and Visual Basic™. It provides a seamless interface to other Microsoft Office products like Word, Excel, and Mail as well
as HTML language for the Internet. You'll be connected to all members of the Microsoft Office family, making it easy to share your information. TRAVERSE provides multilingual and
multicurrency capabilities, making it the software of choice for international business.
Data entry in Accounts Payable can be done with the mouse and/or keyboard; tab stops can be individualized for quick entry. You can view historical data for an unlimited number of
years in detail or summary, and you can view and select payables to be released for payment. As with all Open Systems products, source code is available.
Keep Tight Control Over Your Company's Cash; Manage Capital Wisely Click to see Demo
TRAVERSE® Bank Reconciliation application helps you streamline and improve the reconciliation of bank statements with general ledger bank accounts. It makes important updates to
TRAVERSE General Ledger and receives timely entries from the other applications.
TRAVERSE was developed with SQL Server, Microsoft Access® and Visual Basic™. As a result, the user benefits from a seamless interface to products such as Word, Excel, and Mail as
well as HTML language for the Internet. You’ll be connected to all members of the Microsoft Office family, making it easy to share your information. In addition, TRAVERSE provides
multilingual and multicurrency capabilities.
With Bank Reconciliation, you'll know which checks have cleared, which transactions are outstanding, which bank accounts contain what amounts, and exactly where your money is.
Find errors and record differences between your books and the bank easily with two types of reconciliation from the Reconciliation Report - book-to-bank and bank-to-book.
Reconciling is fast and simple. You can clear transactions with a single mouse click--line by line by a specific range of checks or all at once. If you make a mistake,
reversing a selection is just as easy.
You need to make the best decisions about the day-to-day operations of your business. TRAVERSE Bank Reconciliation gives you the accurate information you need to make
the most of your cash. Using multiple bank accounts for Accounts Receivable/Sales Order deposits and Accounts Payable/Purchase Order checks gives you the flexibility
to receive money and to disburse money from different accounts.
Make sound management decisions, meet government reporting requirements, save time. Click to see Demo
You need to analyze the tax and cash-flow implications of assets before you acquire them. Once you have them, you need to track their valuation and depreciation.
TRAVERSE Fixed Assets gives you the power to do just that. It will help you make wise decisions about when to buy, when to lease, and how to manage your capital for
maximum return. You'll also have the full range of financial and management reports you need to manage your investments and meet tax reporting requirements.
TRAVERSE provides the capability for Internet/Intranet access and provides a seamless interface to Microsoft Office products such as Word, Excel, and Mail. You'll have
the forecasting tools you need to evaluate leases, amortize loans, and experiment with depreciation strategies before you make a capital commitment.
Keep an eye on your depreciation options with four depreciation books that let you track four sets of depreciation information. You can also retire assets at any time.
Track the difference between estimated depreciable and actual service life and calculate the cost or proceeds from the retirement of an asset.
You'll stay up to date with tax law changes. Fixed Assets provides a set of IRS-supplied depreciation tables and supports MACRS, ACRS, straight line, sum-of-the-year
digits, and declining balance recovery methods. Flexible tables help you make changes easily to stay current with tax laws.
Payroll Management Made Easy Click to see Demo
TRAVERSE® Payroll keeps you current with government reporting requirements while giving you total flexibility. In addition to printing checks, you need to maintain
detailed records with clear audit trails, track sick and vacation days, and keep up to date with tax law changes. TRAVERSE Payroll can handle it all. It also enables
you to analyze payroll expenses and employee productivity as well as control costs and review expense distribution.
TRAVERSE was developed with SQL Server, Microsoft Access® and Visual Basic™, so you have a seamless interface to Microsoft Office products such as Word, Excel, and Mail
as well as HTML language for the Internet. You can export reports - including headings, data, and formulas - with just a click!
With this module, you can produce detailed reports to help you plan and generate a budget. Manage Your expenses efficiently by tracking FUTA, SUI, Medicare, and Social
Security, as well as earnings by department. You decide whether to calculate scheduled deductions as a fixed amount, a percentage of gross pay, an hourly rate, or a
declining balance. You can easily produce W-2s - printed on forms, mailers, or stored on magnetic media to meet federal requirements.
You'll have the flexibility to set up your payroll according to your terms. Define pay codes for regular, overtime, double-time, sick, vacation time, or any other
payment method for hourly employees. An unlimited number of user-definable deductions are allowed per company, as well as taxable and/or nontaxable earnings codes and an option for fixed federal, state, and local withholdings.
You can edit manual checks or system calculated checks prior to printing.
Choices and Flexibility for Employers and Employees Click to see Demo
TRAVERSE Direct Deposit makes payday easier for everyone. Your employees don't need to worry about getting their paychecks to the bank on time—and standing in line
when they get there. Direct Deposit, a TRAVERSE Payroll companion module, makes life a whole lot easier. Give your employees another benefit: peace of mind. They'll
know that their paychecks will be deposited directly to their bank account. And, you'll get more productivity on payday.
With TRAVERSE Direct Deposit, you can give employees the choice of whether or not to participate. They can also choose to have a portion of their pay deposited to
their accounts and receive the remainder as a live check, and they may elect to split deposit amounts between six different bank accounts in up to six different banks.
The employee direct deposit setup form allows you to choose the type of account (checking, savings, paycheck), account number to deposit to, routing code, and percent to deposit
to each account. If you wish, you can also split the deposit by amount instead of percent.
Order entry, picking, tracking, billing ... and beyond Click to see Demo
TRAVERSE® Sales Order offers a host of features to improve your efficiency and increase your flexibility.
Sales Order helps you keep your customers happy by handling their orders promptly and correctly. Remaining inventory balances appear on the screen. Backorder information is
right at your fingertips so you'll know exactly what's ordered and when it will ship. And, you can print an online invoice or picking slip with just a click.
With TRAVERSE Sales Order, you'll have quick lookup based on customer or transaction. You can enter, edit, and view invoices from a single screen, and you'll have access
to all Accounts Receivable reports and inquiries. In addition, Sales Order provides the option for two-way split commissions and multiple tax locations per tax group.
Add, change, or delete codes for your general ledger distribution accounts or set up a selection of different receivable accounts. These general ledger accounts are used when
transactions are posted for the customer. Sales Order provides the capability to assign distribution codes to customers when you set up customer records; then when you post
transactions that involve the customers, transaction information moves directly to the accounts you specify for the associated distribution code.
Make a positive impact on your bottom line. Click to see Demo
You need to track every aspect of your inventory. You need to know what you have in stock, how much it's worth, and where it's located. You can do it with the TRAVERSE
Inventory application. TRAVERSE was developed with SQL Server, Microsoft Access® and Visual Basic™. It provides a seamless interface to Microsoft Office products and also
features multilingual/multicurrency capabilities. Organizations running Windows 98, Windows 2000, Windows XP, Windows NT, and other leading systems will benefit from the
great array of features TRAVERSE offers.
TRAVERSE lets you closely monitor inventory movements by tracking detailed inventory history; then, use the Inventory Movement Report to identify your best products and to
understand their purchase/sales cycles. You can even spot seasonal demand patterns. The Valuation Report summarizes the value of the items you have on hand and the profit
on items sold during the year. With TRAVERSE Inventory, you'll be able to make informed buying and selling decisions, improve customer service, and save money. Like all
Open Systems products, source code is available.
Take complete control - every step of the way! Click to see Demo
From the moment you decide to buy through the time the purchase is fully received, TRAVERSE® Purchase Order gives you the power to take charge of purchase order processing.
Source code is available so that you can customize the software to meet your unique needs. TRAVERSE also provides a seamless interface to products such as Word, Excel, and Mail as well
as HTML language for the Internet. You'll be connected to all members of the Microsoft Office family, making it easy to share your information. In addition, TRAVERSE provides multilingual
and multicurrency capabilities, making it the software of choice for international business.
Purchase Order gives you the features and functions you need to keep a watchful eye on the goods and services your company receives. You detect shortages and incorrect invoices so that you
only pay for the items you've received. You can specify, confirm, and track every detail of an order you place with a vendor. You can indicate how you would like your goods shipped. You can
confirm when, how many, and how much. And most importantly, you can track your original order until it's completed.
Providing the power to save time and reduce errors Click to see Demo
Much of the success of your manufacturing business depends on your ability to supply existing customers and attract new customers with the right products at the right time for the right price.
TRAVERSE Bill of Material/Kitting can help you do just that. It is a fully integrated application that allows wholesale and retail distributors as well as light manufacturers to define, build,
and sell 'kitted' inventory items based upon a Bill of Material-like formula. Bill of Materials/Kitting is fully integrated with TRAVERSE Inventory and Sales Order.
Increase the number of options you can offer by utilizing the Bill of Materials/Kitting component information. It gives you the ability to mix and match related assemblies into a single kit.
Easily determine whether you have enough stock to assemble an order, or use the "available to build" function to determine how many of any given item you can build. It's easy to review a bill
of material or print a list of all components required for a particular assembly.
Improve your bidding success. You can quickly assess the cost of assemblies and then use the Transaction History Report in TRAVERSE Inventory to compare anticipated costs with the actual costs
associated with similar assemblies. You'll also improve accuracy and save time.
Click to see Demo
TRAVERSE Warehouse Management is a comprehensive solution expressly designed to give you precision inventory handling. Dramatically improve your efficiency in picking, packing, and shipping
orders by maximizing the productivity of your warehouse staff. Consistently prompt order fulfillment is within your reach with TRAVERSE Warehouse Management.
Inquiry Functions:
- Item Quantity Inquiry
- Detail History Inquiry
- item Explorer Inquiry
Daily Work Functions:
- Release Orders
- Picking List
- Export Released Orders
- Record Picked Orders
- Receive Goods
- Location Transfers
- Post Location Transfers
- Adjustments
- Post Adjustments
- Move Quantities
- Receive Production
Reports and Worksheets:
- Location Transfers Journal
- Location Transfers Report
- Location Transfers Packing List
- Adjustments Journal
- Detail History Report
Periodic Processing:
Setup and Maintenance:
- Bins
- Containers
- Options and Interfaces
- Batch Codes
Master Lists:
- Bin List
- Container List
- Batch Codes List
A true planning tool that gives you the information you need to solve tomorrow's problems ... today Click to see Demo
Most inventory problems would be a lot easier to solve if you could only see them coming. Distribution planning involves managing sales forecasts,
creating master schedules, and running DRP. In short, balancing future supply and demand. TRAVERSE Distribution Requirements Planning (DRP) enables
you to plan for the future. You'll be able to meet market demand and address your company's sales plan.
With TRAVERSE Distribution Requirements Planning, you can determine the items you need and when you need to purchase them in order to fulfill the
sales goals set forth in your forecasts.
At the heart of the system is the DRP report, a time-phased glimpse of the future demand for inventory items. Combining the best of both worlds,
this report features two formats for users: one for those who prefer bucket less reporting and one for those who prefer the standard DRP report
based on daily, weekly, or monthly summaries.
Forecasting can be a challenge, but the TRAVERSE software tools make the job easier than ever. Forecasts can be automatically created for individual
items based on current history using multiple methodologies. Forecast flexibility is built in at every step of the process.
A comprehensive base for a complete, easy-to-use manufacturing solution Click to see Demo
The key to a successful manufacturing software implementation begins with the Bill of Materials. A bill of materials (BOM) defines
the products structure in terms of materials and provides an optional connection to plant resources such as machinery, tooling, and
labor defined by a bill of routing. The Bill of Materials application provides a solid base for production activity to be defined,
tracked and reviewed. It also enables more advanced software such as MRP and CRP to be properly utilized. TRAVERSE Manufacturing Bill
of Materials is the place to start.
The software functionality provided gives you the tools you’ll need to define both the simplest and most complex bills of material.
Designed to allow you to start simple and build from there, the maintenance of the bills of material provides advanced features such
as detailed routing, multiple routing definition, mixed unit of measure, cross group costing, scrap tracking, and total visual documentation.
Revision numbers, effective dates, and drawing numbers help to further define the BOM. You’ll find that the sophisticated feature set built
into this product is comparable to software that is priced substantially higher. Yet, you can set up simple, material-only bills quickly
and with minimal work.
Features like a text file import enable you to bring engineering bills directly into your current BOM database. Standard cost maintenance,
global component replacement, BOM change history, and a variety of inquiry functions give you automated update abilities and quick access
to vital information.
The Available to Promise and Component Availability functions take you beyond typical BOM functionality, giving you valuable insight into
current and future availability.
A true planning tool that gives you the information you need to solve tomorrow's problems - today Click to see Demo
Most manufacturing problems would be a lot easier to solve if you could only see them coming. Materials planning involves managing sales forecasts,
creating master schedules, and running MRP. In short, balancing future supply and demand. TRAVERSE Material Requirements Planning enables you to plan
for the future. You'll be able to meet market demand and address your company's production plan.
With TRAVERSE Material Requirements Planning, you produce a Master Production Schedule to plan the manufacturing of finished goods in order to meet
the expected demand from your sales forecasts. Next, you use MRP functionality to determine the raw materials you need and when you need to purchase
them in order to fulfill the production goals based on the Master Production Schedule.
At the heart of the system is the MRP report, a time-phased glimpse of the future demand for material components and assemblies. Combining the best
of both worlds, this report features two formats for users: one for those who prefer bucket less reporting and one for those who prefer the standard
MRP report based on daily, weekly, or monthly summaries.
Forecasting can be a challenge, but the TRAVERSE software tools make the job easier than ever. Forecasts can be automatically created for individual
parts and assemblies based on current history using multiple methodologies. Forecast flexibility is built in at every step of the process.
A complete set of tools to define how and what you do Click to see Demo
The labor, machinery, and tooling elements of manufacturing can be as crucial as the component materials you use. These are the elements that can
cause production to come to a crawl and cause costs to far exceed projections. The TRAVERSE Routing and Resources application provides the functionality
to define these important pieces of your manufacturing software solution.
Working with the Bill of Materials module, the Routing and Resources application defines the elements such as work centers, labor, machinery, and tooling.
In terms of costs and times, these elements make up the process side of the manufacturing bill of materials.
By breaking down the process in the labor types, machine groups, and tooling, Routing and Resources enables you to define operations as a combination of
these elements. Routings are then created as a set of step-by-step operations and can be used in the Bill of Materials application without needing to be
recreated every time.
The system allows for the definition of queue time, setup time, run time, wait time and move times. All times are defined in terms of seconds, minutes,
or hours. Overlap logic is used to determine the rate of pass-through. Flexible costing algorithms can be set up for labor and machinery. Overhead methods
can be unique for each work center.
Routing and Resources also provides a sophisticated base for future customization with a comprehensive tooling database, labor and machinery pricing algorithms,
and a complete shop calendar feature.
From Tooling to Labor, the Routing and Resources module is flexible enough to grow with your company.
Keep your fingers on the pulse of production Click to see Demo
Production is where it all comes together. Your software must be able to tell you today's production status, what is going to happen next, and what happened
yesterday. The TRAVERSE Manufacturing Production application is up to the test. Online inquiry into existing production orders shows percentage complete based
on time and materials and gives you detailed information of the status of each production process.
Once created, production orders can be completely edited via the visual editor in a drilldown manner for the flexibility many manufacturing environments require.
Activity recording can be imported from an external source such as an automated time card or bar code data collection system, or it can be entered manually.
A variety of worksheets can assist you in this process. Each one has a specific focus in terms of what to pull, which operation to run, and where to go next. Special
worksheets help expedite subcontracted processes.
Visual tools such as videos and pictures are readily available to assist in the process. A sophisticated dispatch process allows you to set the sequence of for each
process and keep things moving smoothly.
Extensive variance reporting enables you to see when, where—and, most importantly—why variances took place in terms of time, usage quantities, and final production.
TRAVERSE eBusiness Solutions were built using 100% Microsoft technology. These platform-independent, feature-rich, competitively priced solutions
for growing businesses allow you to streamline key businesses processes with TRAVERSE accounting applications.
Maximize efficiency and make it easier to do business with customers, vendors and partners using these TRAVERSE eBusiness Solutions:
Your online solution for business success Click to see Demo
TRAVERSE Business-to-Consumer (B2C), or Shopping Cart, integrates directly with the award-winning TRAVERSE Client/Server accounting platform;
you can automate online ordering processes and remove time-consuming multiple manual entry processes by tying your front-end sales and order
processes to your back-end accounting system.
Benefits
- Integrated to TRAVERSE back office accounting suite
- Accessible via a web browser - from any location
- Reach a larger and broader audience for your products and services
- Capture prospects and repeat business more effectively
- Offer worldwide Internet access to your products and services
- Provide a 24/7 electronic shop front
Functions
- Shopping Cart/Purchasing
- Manage a Customer Wish List of items
- Up-Sell/Cross-Sell capability
- Order Inquiry Control
- Credit Card Processing via VeriSign
- Direct Order Processing to TRAVERSE Accounting Software for shipping control
Key Features
- Custom Searches
- Online campaigns and promotions
- One-Click
- Associate product accessories to major product lines
- Multi-delivery point addressing
- Secured transaction control
Architecture Highlights
Multi-tiered architecture utilizing:
- Microsoft Windows 2000 Server
- Microsoft SQL Server
- Microsoft IIS
- Encrypted security where appropriate
- Flexible database structure
- Multi browser support
- Multilingual
- Scaleable architecture
- Customizable
Installation Options
- Hosted in a data center
- Single database - fully integrated to TRAVERSE accounting applications
- Purchase or lease finance options
- Multi-database support for added security between internet and back office systems
Instant, online account access for your customers; you save time and reduce overhead costs Click to see Demo
Provide an instant response to your customer’s account information inquiries with TRAVERSE eCustomer Inquiry. Because your customers have this
self service capability, you have less operating expenses for your company and fewer calls to your customer service department. Integrating eCustomer
inquiry into your TRAVERSE system gives your business a vast competitive advantage: real time information is at your fingertips.
Benefits
- Full Integration with TRAVERSE applications
- Saves time for both you and your customer
- Improves your customer service
- Cuts overhead costs be reducing the need for costly internal administrative resources to answer phones and respond to customer inquiries
- Give your customers, partners and suppliers access to TRAVERSE data via Internet
- Flexible reporting - ease of access to data
- Accessible via web browser - from any location
Functions
- Accounts Information
- Aged Trial Balance
- Invoice History
- Payment History
- Reprint Invoice
- Online Help
Key Features
- Secured access to data
- Conduct wild card searches
- Drilldown capabilities
- Realtime information can be accessed around the clock for quick response
Architecture Highlights
Multi-tiered architecture utilizing:
- Microsoft Windows 2000 Server
- Microsoft SQL Server
- Microsoft IIS
- Encrypted security where appropriate
- Flexible database structure
- Multi browser support
- Multilingual
- Scaleable architecture
- Customizable
Installation Options
- Hosted in a data center
- Single database - fully integrated to TRAVERSE accounting applications
- Purchase or lease finance options
- Multi-database support for added security between internet and back office systems
Your customers enter their orders online; you save time and administrative overhead Click to see Demo
TRAVERSE eCustomer Order offers your customers the opportunity to directly enter their orders over the Internet in a secured environment.
In turn, you save time and greatly increase your level of customer service.
Benefits
- Full Integration with TRAVERSE applications
- Give your customers, partners and suppliers access to TRAVERSE data via the Internet
- Accessible via a web browser - from any location
- Improves your customer service
- Cuts administrative overhead costs by reducing the need for costly internal administrative resources
- Instant updates to TRAVERSE - no need to worry about double entry
- Flexible reporting - ease of access to data
Functions
- Order Entry
- My Pending Order
- Pending Orders
- Open Orders
Features
- Flexibility to run a special Internet promotion
- Interface with VeriSign for credit card processing and receive VeriSign reports
- Automated order entry
- Post online payment
- Customers enter their own orders over the Internet in a secured environment
- Online banking via the Aged Trial Balance
- Conduct wild card searches
- Real time information can be accessed around the clock for quick response
- Advanced inventory search lets you search for an item by ID number, description, group code or serial number
- Use tax groups that are already stored in TRAVERSE
- Option to create customized inventory catalogs for each of your customers
Architecture Highlights
Multi-tiered architecture utilizing:
- Microsoft Windows 2000 Server
- Microsoft SQL Server
- Microsoft IIS
- Encrypted security where appropriate
- Flexible database structure
- Multi browser support
- Multilingual
- Scaleable architecture
- Customizable
Installation Options
- Hosted in a data center
- Single database - fully integrated to TRAVERSE accounting applications
- Purchase or lease finance options
- Multi-database support for added security between internet and back office systems
Your Sales reps access customer accounts ... anywhere, any time Click to see Demo
Your sales representatives can’t be in the office every minute of every day. And with TRAVERSE eSales Rep,
they don’t have to be. eSales Rep gives your sales staff online, instant access to customer accounts 24 hours
a day, 7 days a week.
Benefits
- Sales reps can enter customer orders when they are away from the office: no phone calls, no faxes
- Double-check existing orders prior to contacting a client
- Get instant answers to customer inquiries online, eliminating the need to consult other employees on order status or inventory availability
- Full Integration with TRAVERSE applications
- Flexible reporting - ease of access to data
- Accessible via web browser - from any location
- Improves your customer service
- Cuts overhead costs be reducing the need for costly internal administrative resources to answer phones and respond to customer inquiries
- Instant updates to TRAVERSE - no need to worry about double entry
Functions
- Account Information
- Aged Trial Balance
- Invoice History
- Payment History
- My Pending Orders
- VeriSign Report
Key Features
- Interface with VeriSign for credit card processing and receive VeriSign reports
- Post on-line payments
- Secured access to data
- Conduct wild card searches
- Real time information can be accessed around the clock for quick response
- Perform advanced inventory searches and see the additional descriptions and inventory picutres stored in TRAVERSE
Architecture Highlights
Multi-tiered architecture utilizing:
- Microsoft Windows 2000 Server
- Microsoft SQL Server
- Microsoft IIS
- Encrypted security where appropriate
- Flexible database structure
- Multi browser support
- Multilingual
- Scaleable architecture
- Customizable
Installation Options
- Hosted in a data center
- Single database - fully integrated to TRAVERSE accounting applications
- Purchase or lease finance options
- Multi-database support for added security between internet and back office systems
Apply time to projects and check on their progress ... anywhere, any time
TRAVERSE eProject Cost addresses the requirements of companies that need to apply time to a project and make inquiries
on those projects. It offers employees the ability to update the status of projects easily and conveniently from any location
with Internet access. Managers can check the progress of projects online and can view reports for all employees.
Benefits
- Saves data entry resources
- Speeds up billing cycle
- Flexibility for employees and managers
- Mistakes are prevented due to data entry validation
- Secure access to private data
- Tight integration with TRAVERSE Project Costing and accounting applications
- Stay current with up-to-date and detailed time records
- Improved efficiency due to smooth time entry and accurate invoicing
- Increased profitability and competitive edge
Functions
- Time Entry
- Time Journal
- Employee Detail History
- Project Status
- Project Detail
Key Features
- Employees can see their total time by day and/or by project
- Managers have the ability to review time tickets
- Employees can review their productivity and detail history reports
- Managers can view reports for all employees, including Employee Productivity, Employee Detail History, Project Status, and Project Detail
- Project reporting can be easily customized
- Built-in error checking in Time Entry for ease of use
- Employees have the ability to review their own time ticket journal
Architecture Highlights
Multi-tiered architecture utilizing:
- Microsoft Windows 2000 Server
- Microsoft SQL Server
- Microsoft IIS
- Encrypted security where appropriate
- Flexible database structure
- Multi browser support
- Multilingual
- Scaleable architecture
- Customizable
Installation Options
- Hosted in a data center
- Single database - fully integrated to TRAVERSE accounting applications
- Purchase or lease finance options
- Multi-database support for added security between internet and back office systems
Taking control of your web applications form one site Click to see Demo
eManager provides an administrative web interface to the functions that allow you and your
customer to manage access to the TRAVERSE eBusiness applications. eManager handles the overall
security for the applications, including menu access and new user setup. It allows you and your
customer to set up logins and permissions that determine a user’s access to account information,
inventory information, and order entry. Because eManager is integrated with TRAVERSE Accounting
Software, you can leverage the power of the TRAVERSE administrative functions.
Feature and Benefits
- You assign one "administrator" login to your customer; the administrator can then log in to the system and add their own users
- Administrator has the flexibility to restrict other users to certain menu items
- Users can be catagorized into "groups" when logins are assigned so that all members of a particular "group" can access the same information
and functionality within the eBusiness applications
Architecture Highlights
Multi-tiered architecture utilizing:
- Microsoft Windows 2000 Server
- Microsoft SQL Server
- Microsoft IIS
- Encrypted security where appropriate
- Flexible database structure
- Multi browser support
- Multilingual
- Scaleable architecture
- Customizable
Installation Options
- Hosted in a data center
- Single database - fully integrated to TRAVERSE accounting applications
- Purchase or lease finance options
- Multi-database support for added security between internet and back office systems
Identify and attract profitable customers; manage the complete sales cycle Click to see Demo
A marketing department needs to provide strong leads to the sales group; this may involve a number of activities
designed to initiate a relationship with prospects, including advertising, telemarketing, direct mail, special events
and more. TRAVERSE Customer Relationship Management (CRM) gives you seamless control of your marketing programs and
lets you do an online analysis of their effectiveness.
TRAVERSE CRM then guides your sales team through every aspect of the sales cycle, enabling them to qualify the sales
opportunities that will bring maximum revenue with minimum resources and within time constraints. A real-time integration
to other TRAVERSE applications provides access to ERP data such as open invoices, sales history, etc.
You can maintain unlimited contact names, methods (phone, email, fax, etc.) and user-defined fields for contacts and
contact names. You’ll be able to define campaign types such as Print, Direct Mail, Radio, etc. and maintain your campaign
dates, costs and responses. Receive, categorize and refer opportunities, and analyze your campaigns by optionally assigning
values and campaign references.
Guiding you through every aspect of the sales cycle
Every business needs to qualify sales opportunities that will bring maximum revenue. TRAVERSE CRM Sales gives you the
power to do just that—with minimum resources and within time constraints.
Benefits:
- Flexible Reporting
- Accessible via a web browser - from any location
- Customizable - see only what you need
- Easy-to-use system for tracking sales activities and opportunities
- Gain access to corporate financial data
Functions:
- Company Management
- Contact Management
- Product Catalog
- Opprotunity Forecast
- Opportunity Management
- Activity and Time Management
- Territory Alignment and Control
- Lead Assignment and Profiling
- Sales Analysis and Reporting
Key Features
- Multi-company/contact structure to manage:
- Prospects
- Company contacts
- Third party relationships (resellers, distributors, partners, etc.)
- Fully secured be sales territory or user
- Complete customer profile of information
- Activity management (meetings, call-backs, etc.)
- Opportunity forecasting and control
- Sales force automation
Architecture Highlights
Multi-tiered architecture utilizing:
- Microsoft Windows 2000 Server
- Microsoft SQL Server
- Microsoft IIS
- Encrypted security where appropriate
- Flexible database structure
- Multi browser support
- Multilingual
- Scaleable architecture
- Customizable
Installation Options
- Hosted in a data center
- Single database - fully integrated to TRAVERSE accounting applications
- Purchase or lease finance options
- Multi-database support for added security between internet and back office systems
Exceed expectations while managing customer support
Your customer service representatives need access to information about your clients in order to effectively
meet and exceed set service levels. TRAVERSE CRM Customer Service empowers your service reps with relationship
information that extends back to the very first contact with the customer.
Benefits
- Personalize customer contacts through the display of revelant information
- Track issues on a timely basis
- Share knowledge and responsiveness with an extensive knowledge base
- Integrated to TRAVERSE back office accounting suite
- Flexible reporting - ease of access to data
- Ease of use - single screens
- Accessible via a web browser - from any location
- Customizable
Functions
- Issue/Inquiry Reporting
- Contact Management
- Escalation Control
- Issue Management
- Support Knowledge Base
- Satisfaction Survey Management
Key Features
- Integrated to Marketing database for profile management and dynamic up-sell/cross-sell capabilities
- Integrated to Sales for the ability to submit leads
- Manage the details of a call with unlimited text input
- Intregated to Activity Manager for call-back control (improves customer service)
- Multi levels of issues escalation
- Flexible Reporting
- Time Tracking
- Knowledge base with extensive search capability
Architecture Highlights
Multi-tiered architecture utilizing:
- Microsoft Windows 2000 Server
- Microsoft SQL Server
- Microsoft IIS
- Encrypted security where appropriate
- Flexible database structure
- Multi browser support
- Multilingual
- Scaleable architecture
- Customizable
Installation Options
- Single database - fully integrated to TRAVERSE accounting applications
- Purchase or lease finance options
- Multi-database support for added security between internet and back office systems
Identify and attract profitable, potential and ongoing customers
A key function of a marketing department is to provide qualified leads to the sales group; this may
involve a number of activities designed to initiate a relationship with prospects, including advertising,
telemarketing, direct mail, special events and more. TRAVERSE CRM (Customer Relationship Management)
Marketing gives you seamless control of your marketing programs and lets you do an online analysis of
their effectiveness.
Benefits
- Integrated to TRAVERSE back office accounting suite
- Flexible reporting - ease of access to data
- Accessible via a web browser - from any location
- Create targeted campaigns easily
- Track campaign results as they occur, real-time
- Identify profitable campaigns be tracking lead sources to sales activities
- Capture market intelligence
Functions
- Campaign Management
- Event Control
- Marketing Knowledge Base
- Lead Control
- Opportunity Control
- Interface to Internet requests for inquiry control
Key Features
- Multi campaign types
- Telemarketing/scripts
- Mail Merge
- Fax
- email
- Flexible target profiling options
- Integrated to Internet web inquiry forms
- Marketing Knowledge Base
- Event Tracking and Registration
- Seminars
- Tradeshows
- Meetings
- Import external contact lists
- Back office intergration to othe CRM applications
Architecture Highlights
Multi-tiered architecture utilizing:
- Microsoft Windows 2000 Server
- Microsoft SQL Server
- Microsoft IIS
- Encrypted security where appropriate
- Flexible database structure
- Multi browser support
- Multilingual
- Scaleable architecture
- Customizable
Installation Options
- Hosted in a data center
- Single database - fully integrated to TRAVERSE accounting applications
- Purchase or lease finance options
- Multi-database support for added security between internet and back office systems
Click to see Demo
Included with System Manager, Digital Dashboard gives you an exclusive snapshot of key business indicators.
You can personalize Digital Dashboard using over 35 pre-defined business metrics. Each user can choose which objects
to view and whether to show data graphically, in text mode, or both. User settings also include the ability to set an
automatic refresh interval to ensure timely, accurate information. Dashboard objects can show individual company or
consolidated data in multi-company environments.
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