More than Just Lines on a Map: Best Practices for U.S Bike Routes
Trxlink and Microsoft Dynamics GP & NAV Demo
1. This Short Demonstration Covers
Creating a Requisition
Send the Requisition through an Approval Process
Turn Requisition into a Purchase Order
Purchase Order Receiving
Sync to your Microsoft® Dynamics GP or NAV
2. What is Trxlink?
EASILY STREAMLINE YOUR PROCESSES:
• Efficient: Create a Requisition in just a few clicks
• Easy to Use: Clean and simple screen layout
• Easy to learn: One short training session needed
INTEGRATION WITH MICROSOFT® DYNAMICS
• Removing the manual data entry.
• Removing human errors.
• Saving Time!
• Saving Headaches!
WEB BASED
Requisition System with strong integration to
Microsoft® Dynamics GP/NAV
LOW COST
• Monthly Subscription- Per user pricing
• No Implementation fees
• No setup fees
LOW RISK
No commitment for the first 30 days!
• Configure each user permissions individually
• Safe and Secure
Phone: +1(954) 272-0500 or
SECURITY
Email a Trxlink representative directly: blake.walter@e-bizsoft.com
3. Gain access to your personal environment
anywhere you have internet access.
Phone: +1(954) 272-0500 or
Email a Trxlink representative directly: blake.walter@e-bizsoft.com
4. Cruise through Creating a Requisition
Add Vendors directly from
your GP or NAV
Add Customers/Jobs directly
from your GP or NAV
Insert Attachments-
PDF, Word, Excel etc.
Insert Items from your
GP or NAV
Complete!
Send this requisition
through an approval
workflow.
Phone: +1(954) 272-0500 or Email a Trxlink representative directly: blake.walter@e-bizsoft.com
5. Easily submit a requisition for approval
Submitting a requisition for review generates
an email alert sent to the “Approver”
An email alert allows the reviewer to Approve or
Reject this requisition with “one click”
Can be used on Smart Phones,
Tablets or PC’s.
6. Quickly send a Purchase Order to a Vendor
Print/Fax
Purchase Orders
Email
Purchase Orders
directly to Vendors
7. Receive against any Purchase Order
Input Item Quantity
Receive Item-
Select “Create Receiving”
8. Seamlessly Synchronize the Information to Microsoft® Dynamics
GP or NAV
Items synchronized into Microsoft® Dynamics GP or NAV
• Purchase Orders
• Receiving's
• New Customers/ Jobs added
• New Vendors added
• New Items added