Features

TRxLink™ fully integrates with Microsoft® Dynamics® GP, NAV, AX, Intuit® QuickBooks®, and MAS 90 and MAS 200.

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PURCHASING

Requests for Quotations (RFQ)

Create RFQs and electronically communicate them to vendors via the Vendor Portal™. Vendors can then enter pricing information and post replies to the RFQs. All RFQ responses appear in your TRxLink™ Inbox and can be electronically accepted or rejected. Once the RFQ is finalized, data can be seamlessly transferred to a requisition and submitted
for approval.

Requisitions

Proper financial controls are an essential part of running an efficient business. 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.

Create, review, and approve requisitions.
Search the accounting system for products and services to include in a requisition.
Add new vendors and items on-the-fly when entering requisitions.
Select vendors and provide shipping information, charges, delivery dates and taxes at the line item level.
Categorize and classify line items according to GL accounts, jobs/projects and cost codes defined in your accounting system.
TRxLink™ uses AvaTax™ from Avalara to automatically calculate and display use taxes in real-time when transactions are entered. Users can override tax calculations if needed.
Attach files, photos, quotations, charts, drawings, and submit notes.
Add comments for internal dialog between reviewers as the requisition changes hands, which are tracked historically for audit purposes.
Upon approval, TRxLink’s™ fully integrated agent transfers requisitions to your accounting system as purchase orders.
Allows users to receive goods and services against purchase orders.
Mailbox-like user interface displays sender, recipient, date-time and current status information.
Configure email alerts.

Receiving

Once a Purchase Order from your Requisition has been created in your accounting system, 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.

TRxLink. Requisition Software.