TripleXchange

TripleXchange adds a new dimension to your business by comprehensively linking Sage Line 50 accounting data to GoldMine's sales and customer related data.

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' limits 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 cut-off 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 databases to any number of GoldMine databases; 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.