TRxLink™. is a powerful, web-based application designed to streamline your purchasing and sales process, saving you time, effort and money. There is Minimal Software Installation and No Capital Investment for our online requisitioning software. TRxLink™ seamlessly integrates with QuickBooks® creating purchase orders, receiving transactions, quotations, sales invoices, and sales orders within minutes of being entered online from anywhere in the world. This enables both small and large companies across all industries to monitor their transactions in real-time, ensuring consistency, reducing errors and redundancies and increasing levels of operational efficiency.
Purchasing
TRxLink™ provides a highly-configurable rule driven requisitioning system that conforms to your company’s business rules for creating and approving requisitions. The requisitioning system supports bidirectional data exchange between the RFQs and Requisitions. All the data used to create your Requisitions and Purchase Orders originates from your accounting system.
1. Create, review, and approve requisitions.
2. Search the accounting system for products and services to include in a requisition.
3. Add new vendors and items on-the-fly when entering requisitions.
4. Select vendors and provide shipping information, charges, delivery dates and taxes at the line item level.
5. Categorize and classify line items according to GL accounts, jobs/projects and cost codes defined in your accounting system.
6. Attach files, photos, quotations, charts, drawings, and submit notes.
7. Add comments for internal dialog between reviewers as the requisition changes hands, which are tracked historically for audit purposes.
8. Upon approval, TRxLink’s™ fully integrated agent transfers requisitions to your accounting system as purchase orders.
9. Allows users to receive goods and services against purchase orders.
10. Mailbox-like user interface displays sender, recipient, date-time and current status information.
11. Configure email alerts in response to various business events.
12. Dynamically configure the workflow process to match your business’s needs using a powerful rule engine — no coding involved. Simply select and configure rules that apply to your business at a system-level, a department/role level, or an individual user level.
13. Setup user-defined fields to embellish existing transactions specific to your business needs.
Receiving
Once a Purchase Order from your Requisition has been created in Quickbooks®, you can receive goods and services against that Purchase Order.
Goods and services can be received against open Purchase Orders in either multiple iterations or in one go. This action will create a Receiving document in the accounting system. This facilitates the classic three way match of the Purchase Order, the Goods & Services Receipt, and the Vendor Invoice, eliminating the unintentional payment of invoices where the items have not been received. Receiving of goods allows TRxLink™ to produce an accurate open Purchase Order liability report showing what has been received and what has not.
Sales
No matter where your sales people or technicians are located, if they have access to the web they can create Quotations, Sales Orders, and Sales Invoices remotely which are then created in QuickBooks within minutes. No complex VPN access required, nor do you need to buy additional licenses for QuickBooks to extend access to remote users. This allows you to only provide access to your QuickBooks for people who really need it.
Create, email and print quotations, sales invoices and sales orders for your customers [via the web] while having complete access to the data in your accounting system.
Combine one or more sales quotations to create a Performa Invoice, which can convey export documentation and additional charges (typically associated with the export of goods.)
Entity Management
TRxLink allows privileged users to manage Vendors, Items, and Locations. This function provides a ubiquitous access to some key functions of ERP systems which are a critical part of the Purchasing System. All entities in this module are tightly integrated with the accounting system and are synced in bidirectional manner at short intervals.