HotLink

SalesCTRL

Accounting
Software
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, userdefined 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 realtime 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.