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Preact Limited
4 Lake End Court
Taplow
Maidenhead
Berkshire SL6 0JQ

0870 382 5000

sales@preact.co.uk

TripleXchange TripleXchange adds a new dimension to your business by comprehensively linking your 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

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