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TRAVERSE

A full ERP system designed by Open Systems.
Questions about TRAVERSE? Call (800) 827-1151 and talk to a software expert now.

TRAVERSE is an ERP system from Open Systems, Inc. offering financial, operations, and sales functionality. Traverse provides comprehensive integration for key business processes, while offering the ability to scale from 5 to 500 users. Interactive dashboards help business leaders translate data into the insights require to make profitable company decisions.

TRAVERSE is available as a software-as-a-service (SaaS) or on-premise based solution. Payment options range from annual and monthly to one-time arrangements.

TRAVERSE Data Available Here

TRAVERSE Q&A

Q. What functionality does TRAVERSE include?

A. TRAVERSE provides a suite of cross-departmental functionality addressing financial, operations, and sales management needs.

Q. Which industries is TRAVERSE appropriate for?

A. TRAVERSE is appropriate for companies of all industry types.

Q. How comprehensive is TRAVERSE?

A. TRAVERSE includes 33 modules.

Q. What size companies use TRAVERSE?

A. TRAVERSE is most commonly reviewed as a product option for companies between 20 and 99 employees, but is also popular with both smaller and larger organizations.

Q. How much does TRAVERSE cost?

A. TRAVERSE pricing depends on a variety of factors. TRAVERSE is most commonly reviewed by companies with “mid-range” spending expectations.

Q. How popular is TRAVERSE?

A. TRAVERSE ranks in the top 5% of software solutions profiled on this website in terms of review popularity.

Q. What are the deployment options for TRAVERSE?

A. TRAVERSE is available as a server-based and cloud solution.

Q. What user platforms is TRAVERSE available on?

A. TRAVERSE platform support includes Windows and browser options.

Q. Is TRAVERSE mobile compatible?

A. TRAVERSE does offer mobile device support.

Q. What are the key product attributes of TRAVERSE?

A. TRAVERSE is frequently described as “powerful,” “flexible,” and “efficient.”

Q. What kind of support options are available for TRAVERSE?

A. TRAVERSE is supported by the developer, Open Systems, and authorized sellers. Local support is available in many markets.

Q. When was TRAVERSE first released?

A. The original release date for TRAVERSE was 1994.

Q. What is the current version of TRAVERSE?

A. The current version of TRAVERSE is v11.

Q. In what situations is TRAVERSE a recommended software review option?

A. TRAVERSE is a popular review choice for a variety of needs.

Q. How can the functionality of TRAVERSE be extended?

A. TRAVERSE is open-source software, so extensive customization is possible. A number of pre-developed software solutions from 3rd party developers have also been created to offer additional functionality, while integrating with TRAVERSE.

Q. What other products are offered by the developer of TRAVERSE?

A. TRAVERSE is the flagship product from developer, Open Systems. Open Systems also develops OSAS accounting software.

TRAVERSE Functionality Checklist

Functionality Support Note
Accounting Full financial management with AP, AR, GL, & more
Business Intelligence Extensive cross-functional reporting with dashboards
eCommerce 3rd party add-ons available
HR Management 3rd party add-ons available
Manufacturing Manufacturing management & MRP functionality
Payroll Full state & federal payroll management
Project Management Not a full PM solution, but project/job costing included
Retail Management Touchscreen, scanning-enabled POS software available
Sales & Marketing Invoicing, order entry, & CRM
Service Management On-premise & field service work order management
Supply Chain Management Purchasing, inventory, demand planning, & warehouse management

Industry Considerations

Because of its wide module and feature set, TRAVERSE is popular with companies among a variety of different industries.

Portion of TRAVERSE Product Reviews by Industry

Rank Industry Percent of Product Reviews
1 Distribution/Wholesale: Durable Goods 13.1%
2 Manufacturing: Job Shop & Made to Order Operations 9.7%
3 Professional, Consulting, & Business Services 6.7%
4 Commercial & Service 6.7%
5 Manufacturing: Made for Stock Operations 5.3%
6 Distribution/Wholesale: Food & Medical 5.0%
7 Non-Profit Organization 4.7%
8 Health Care & Social Services 4.2%
9 Manufacturing: Pharmaceutical & Food 4.2%
10 Marketing 3.9%
NA 25 Other Industries 36.5%

TRAVERSE Target Company Size

TRAVERSE is most commonly considered by medium-sized (20 to 99 employees) organizations. However, TRAVERSE is also popular with both smaller and larger organizations. The scalability of the program is considered to be one of its strongest selling points.

Portion of TRAVERSE Reviews by Company Size

Under 20 Employees 20 to 99 Employees 100 or More Employees
30.7% 46.4% 22.9%

TRAVERSE Pricing Info

Pricing for TRAVERSE depends on multiple factors including user count, required modules, support, implementation needs, training expectations, and deployment preference.

Companies reviewing TRAVERSE most commonly have “mid-range” pricing expectations, compared to other organizations buying business management software.

Portion of TRAVERSE Reviews by Spending Range Expectations

$ Low-End $$ Mid-Range $$$ High-End
4.7% 80.3% 15.0%

Popularity of TRAVERSE

Traverse is in the top 5% of software solutions profiled on this website in terms of review popularity. We’ve referred TRAVERSE as a recommended software option for over 2,500 organizations.

TRAVERSE has been recommended to software reviewers most often by the following software experts:

  • Dominique Tafel has recommended TRAVERSE 218 times.
  • Adam Bluemner has recommended TRAVERSE 186 times.
  • Brent Laskowski has recommended TRAVERSE 54 times.
  • Amanda Ezell has recommended TRAVERSE 21 times.

Contact Dominique, Adam, Brent, or Amanda to find out if they would recommend TRAVERSE as a review option based on your unique needs.

Deployment Options for TRAVERSE

TRAVERSE is available as an on premise, Windows server-based program. It is also available as a cloud-hosted solution, with software-as-a-service (SaaS) pricing.

Additionally, for buyers looking for more turnkey deployment, Open Systems offers an option to purchase TRAVERSE pre-installed on a Windows server.

TRAVERSE User Platforms

TRAVERSE is available for users on Windows workstations. Limited TRAVERSE functionality is available via web browser through web portals. TRAVERSE offers portals for order entry, CRM & customer info, dashboard viewing, and PO approval.

Windows Mac Linux Browser
Partial

TRAVERSE Mobile Functionality

TRAVERSE offers mobile-web functionality through integrated portal access. Mobile-ready web access is available via portals for order entry, CRM & customer info, BI dashboards, and PO approval.

TRAVERSE Key Attributes

TRAVERSE is most frequently described as “powerful,” “flexible,” and “efficient.”

Other terms used to describe TRAVERSE include: cutting-edge, real-time, simple, comprehensive, customizable, robust, easy-to-use, streamlined, affordable, scalable, secure, intuitive, accessible, sophisticated, cost-effective, compliant, convenient, organized, proven, stable, open-source, modular, and economical.

Recent Companies who Reviewed TRAVERSE

  • A made-for-stock manufacturer with revenues over $150M, employing 1,000+ people. This company was seeking a 10 user software application that would provide workflow and work order management capabilities. The maximum spending range the contact for this company indicated they would consider solutions within was $100,000. The contact also considered one other competitive software options matching their requirements.
  • A job shop/made-to-order manufacturer with 12 employees. This company was seeking a 12 user operations functionality oriented solution to augment QuickBooks. Specific requirements included manufacturing and supply chain management functionality including bill of materials, inventory control, material requirements planning, and work order management. The contact indicated that they would consider solutions priced under $400/mo for SaaS or under $10,000 for an on-premise option. The contact also considered 3 other competitive software options matching their requirements.
  • A job shop/made-to-order manufacturer with 75 employees and annual revenues between $30M. This company was seeking a 5 user ERP system to replace Dynamics GP. The contact’s main motivation for considering software was a desire to support progress/milestone billing, as they needed to issue invoices during the design, engineering, and delivery phases of completing custom manufacturing work. Functional requirements included accounting (AP, AR, cash management, GL, job cost), project management, inventory control, purchasing, order entry, payroll, and billing. The target spending range for the software was under $1,000/monthly for SaaS options. This company also considered 4 other alternative software options matching their requirements as part of their review.
  • A Canadian commercial and residential mortgage services business with 20 contracted agents. This financial services company was seeking a 2 user system to replace Sage AccPac. In addition to mortgage origination tracking, they were looking for software to support accounting, budgeting, sales management, commission management, and payroll functionality. The contact shared that they intended to consider only options under $600/mo for SaaS programs. Beyond Traverse, they also considered 2 other alternative options matching their functional needs.
  • A start-up laboratory/testing business offering product quality review services.This newly formed business is going to be beginning operations shortly and has expectations for rapid expansion with multiple office locations. Their focus was on finding a 5 user ERP solution that could support accounting, inventory management, work order, payroll, and document management needs. Scalability was a key concern, as was the ability to meet specific government compliance regulations. The contact expressed a desire to review solutions with a cost under $70,000 for the initial purchase.

Extending the Functionality of TRAVERSE

TRAVERSE is an open source program, so extensive customization is possible. TRAVERSE also partners with other software developers who have created add-on products to extend the functionality of the program.

Add-On Products for TRAVERSE

Product Developer Functionality
BizInsight BizNet Business Intelligence/Reporting
Synoptix CompuSoft Development Business Intelligence/Reporting
Expocise Technology Solutions Associates Business Intelligence/Reporting
docUnity docUnity Document Management
unForm unForm Document Management
Aatrix Aatrix Electronic Filing
Personnel Tracking System ABS Human Resources
nettime solutions nettime solutions Human Resources
OpenEdge globalpayments Payment Processing
AvaTax Avalara Sales Tax Management
Commercient Commercient Shopping Cart

Other Products from Open Systems

Open Systems also develops OSAS. OSAS is a multi-platform accounting suite available for use on Windows, Mac, and Linux workstations. Find out more about OSAS.

Data Sources

The product information presented on this page is based on information provided by the developer and from previous software buyers who considered the software. Last update: 10/16/2015.

Accounts Payable

You need a strong financial management system in order to meet the demands placed on your business. One that’s designed to provide vital information quickly and easily. TRAVERSE® is the system you need. The TRAVERSE Accounts Payable module has the same award-winning feature set found in OSAS - plus the power of Microsoft .NET! TRAVERSE was developed with SQL Server, the full-featured database that everyone can agree on for today’s changing market. It provides a seamless interface to other Microsoft Office products like Word, Excel, and Mail. You’ll be connected to all members of the Microsoft Office family, making it easy to share your information. With help from .NET and SQL Server, TRAVERSE gets you from where you are to where you need to be. It even provides multilingual and multicurrency capabilities, making it the software of choice for international business.

Data entry in Accounts Payable can be done with the mouse and/or keyboard; tab stops can be individualized for quick entry. You can view historical data for an unlimited number of years in detail or summary, and you can view and select payables to be released for payment. Time-saving batch processing capability

  • Invoice entry in base currency or vendor currency; switch at will
  • Printing of checks and reports in any installed language and currency
  • Recurring entries setup
  • Automatic reversal of checks voided in the history file
  • Vendor setup including terms, pay-to name and address, 1099 indicator, distribution codes, and comments
  • Ability to change ship-to information on the fly
  • 1099-MISC reporting with magnetic media
  • Alternate vendor information
  • Ability to select payables for check processing
  • Referential integrity, preventing deletion of data used by other tables
  • Easy to modify, with capability to prevent modification
  • Drill down for greater detail
  • Graphing capability
  • Comprehensive online help
  • Print to file with rich or normal text, or output to Excel
  • Optional report previewing before printing
  • Quick search method for finding fields

Accounts Payable Reports:

  • Aged Trial Balance Report
  • Accounts Payable Analysis Report
  • Cash Flow Report
  • Check Register
  • Miscellaneous Debits Journal
  • Open Invoice Report
  • Payment History Report
  • Purchase Analysis Report
  • Puchases Journal
  • Vendor Activity Report
  • Vendor Analysis Report
  • Vendor Detail History Report
  • Vendor Purchase History Report
  • Vendor Labels
  • 1099 Forms

Accounts Receivable

Accounts Receivable offers multilingual and multicurrency capabilities. You can use a mouse and/or a keyboard for navigation and data entry, and you can customize by user which fields to stop at on data entry screens. Historical information for an unlimited number of years can be viewed in detail or summary.

There are other advantages to working with a product developed with .NET. Its built-in adaptability allows you to customize the interface to your needs. Routine tasks become automatic; complex jobs become less complex. TRAVERSE manages your financial information quickly, easily, and effectively by using .NET technology tools.

  • Time-saving batch processing capability
  • User-definable aging periods
  • Canadian tax reporting (GST/PST)
  • Commissions payable on booked or paid invoices
  • Two-way split commissions
  • Ability to reapply payments and credits to specific invoices
  • User-defined invoice and dunning messages
  • Quick lookup based on customer or transaction
  • Invoice entry, editing, and viewing from a single screen
  • Online invoicing (prints invoice after order verification)
  • Plain paper or pre-printed invoice formats
  • Finance charge tracking
  • Multiple tax locations per tax group
  • Customer comments field
  • Referential integrity, preventing deletion of data used by other tables
  • Easy to modify with capability to prevent modification
  • Drill down for greater detail
  • Graphing capability
  • Comprehensive online help
  • Print to file with rich or normal text, or output to Excel
  • Optional report previewing before printing
  • Quick search method for finding fields

Accounts Receivable Reports:

  • Aged Trial Balance Report
  • Cash Flow Report
  • Cash Receipts Journal
  • Customer Activity Report
  • Deposits Journal
  • Detail History Report
  • Miscellaneous Credits Journal
  • Open Invoice Report
  • Sales Analysis Report
  • Sales Journal
  • Sales Tax Report

Advanced Mobile Warehouse Solution

Are you looking for a robust warehouse management and accounting system? Do you need mobile device capabilities in your warehouse, but don’t want to be tied to a system that only works on expensive specialized mobile equipment? With the TRAVERSE Advanced Warehouse Management Solution (AWMS), you can fulfill all of those needs.

AWMS brings you the powerful capabilities of TRAVERSE Warehouse Management, which ensures that consistent prompt order fulfillment is within your reach. This application dramatically improves efficiency in picking, packing and shipping orders by streamlining day-today activities and maximizing the productivity of your warehouse staff. With added functionality and access to the growing selection, increasing quality, and falling prices of consumer tablets your warehouse system will be more efficient and cost-effective.

Tablet-friendly screen changes

  • Touch screen enabled
  • On-screen buttons and functions have been made larger to provide more efficient workflow on tablets
  • New buttons for tablet friendly data entry
  • New menu structure that allows for quick navigation between functions

Receiving in the Warehouse

  • Load Entire Purchase Order into screen and easily select items to receive by scanning a barcode or touching the detail line item
  • Print item labels on demand during the receiving process
  • Use the new order allocation report to make real-time decisions on what Sales Orders can be fulfilled based on a receipt

Picking in the Warehouse

  • New Release Item view allows you to assign and group picks by Item ID, Bin, Zone, Order Number or any combination (including location transfers).
  • Keep track of the status of every item being picked in the warehouse in real time
  • Full item picking traceability using a new Pick Items function with four new statuses to track an item from the time it is released to be picked, through the picking process, and finally to being staged and ready for packing and shipping
  • Load entire pick ID into the screen and sort by bin to route the picker through the warehouse in an efficient way
  • Move items to a staging area to be packed and shipped
  • Split the warehouse up into zones and assign bins to these zones

Packing and Shipping in the Warehouse

  • Use a separate function for packing and shipping that allows the packer to validate quantities picked to ensure accurate order fulfillment
  • After validation use ‘Fill All’ option to quickly and easily populate the quantities packed
  • Automatically print packing list from the warehouse to complete the final step of the packing and shipping process
  • Consolidate picked items from the packing process to into their respective orders for packing

Bank Reconciliation

TRAVERSE Bank Reconciliation application helps you streamline and improve the reconciliation of bank statements with general ledger bank accounts. It makes important updates to TRAVERSE General Ledger and receives timely entries from the other applications.

Bank Reconciliation gives you the ability to eliminate errors and control cash outflow with the Void Checks and Stop Payments function. All voided Accounts Payable transactions are completely reversed. You’ll save time during transaction entry by entering your recurring adjustments only once; these include finance charges, service charges, and interest income. You’ll also have faster data entry because you’ll have the flexibility to define your own default descriptions and references.

  • Unlimited number of bank accounts with the Bank Accounts screen
  • Account balance automatically displayed from the general ledger account if Bank Reconciliation is interfaced with GL
  • Last statement balance and statement date updated when reconciled
  • Enter recurring adjustments (finance charges and service charges to your bank accounts)
  • Enter a transaction in any currency if the multicurrency option is on
  • Void a check before it is sent or stop the payment of a check before it is cashed
  • Void any check after it has been posted
  • Stop the payment of any check, even if it was posted from an interfaced application
  • Purge a cleared transaction by bank account ID and by transaction date
  • Review total debits and credits posted to GL for each period in Post Transactions Log
  • Ability to view account number, description, contact information, and statement through the Bank Accounts List
  • Print journal to check for errors and omissions
  • Maintain an accurate audit trail
  • Reports that list the cleared transactions, outstanding transactions, and bank-to-book and book-to-bank reconciliation information

Bank Reconciliation Reports:

  • Bank Reconciliation Journal
  • Reconciliation Report
  • Bank Account Register
  • Bank Accounts List
  • Recurring Adjustments List

Banking

Banking - A total solution for secure, efficient electronic banking

From ACH transactions to direct deposit of payroll checks, TRAVERSE Banking provides a number of features that combine to offer you a secure electronic banking environment.

The Direct Deposit feature makes payday easier for everyone. Your employees can choose to have their paychecks deposited directly to their bank account, or may elect to receive a portion as a live check. They can also split deposit amounts between six different bank accounts in up to six different banks.

Automatic Clearing House (ACH) delivery of payments made to your vendors or received from your customers gives you the ability to transmit electronic payments to your bank using a standard, secure system that is both highly reliable and efficient. TRAVERSE Banking also enables the payment of invoices by credit card.

Magnetic Ink Character Recognition (MICR) support allows you to print machine-readable information on the bottom of your checks for quick processing. You’ll be able to securely generate checks while saving money by using blank check stock on a laser printer.

A fraud control and loss prevention measure, Positive Pay allows you to build a file (formatted to your bank’s specifications) that can be transmitted to your bank for the authorization of check payments.

The Reconciliation Import in TRAVERSE Banking enables you to use files downloaded from your bank to automatically clear transactions that have been processed by the bank, a great time-saver.

  • Vouchers replace a “live” check, ensuring that a pay check cannot be lost or stolen
  • Deposits may be created by dollar amounts or percentages, and the information can be changed at any time once a test run or “prenote” has been approved by the bank
  • Process multiple checks per employee in one Direct Deposit run
  • Print checks and then print Direct Deposit vouchers for the checks being deposited
  • The Edit Register shows how much of the net pay for each employee is on a check and how much is deposited
  • Choose whether or not to use Direct Deposit when processing checks; if an employee is going on vacation and needs a check early, a normal paycheck can be prepared
  • Multiple batch processing allows you to post multiple payrolls within a single day; a file will be created for each payroll batch
  • The Check Register can be run and filed after checks are printed for a final audit trail
  • Use the Direct Deposit File Creation Report to give you a breakdown of each employee’s account

Bill of Materials

The key to a successful manufacturing software implementation begins with the Bill of Materials. A bill of materials (BOM) defines the product structure in terms of materials and provides an optional connection to plant resources such as machinery, tooling, and labor defined by a bill of routing. The Bill of Materials application provides a solid base for production activity to be defined, tracked and reviewed. It also enables more advanced software such as MRP and CRP to be properly utilized. TRAVERSE Manufacturing Bill of Materials is the place to start.

The software functionality provided gives you the tools you’ll need to define both the simplest and most complex bills of material. Designed to allow you to start simple and build from there, the maintenance of the bills of material provides advanced features such as detailed routing, multiple routing definition, mixed unit of measure, cross group costing, scrap tracking, and total visual documentation.

Revision numbers, effectivity dates, and drawing numbers help to further define the BOM. You’ll find that the sophisticated feature set built into this product is comparable to software that is priced substantially higher. Yet, you can set up simple, material-only bills quickly and with minimal work.

Features like a text file import enable you to bring engineering bills directly into your current BOM database. Standard cost maintenance, global component replacement, BOM change history, and a variety of inquiry functions give you automated update abilities and quick access to vital information.

Features:

  • Insight into current and future availability with Available to Promise and Component Availability
  • Visual drill-down into existing bills of material
  • Use stock or non-stock components
  • Attach media objects for videos or pictures of assemblies
  • Global replacement of components
  • User-defined cost groupings
  • Optional routing definition
  • Tracking of engineering change history
  • Various user-defined fields for each assembly
  • Copy from functionality to ease setup of new bills
  • Engineer name, revision numbers, drawing numbers, effective dates
  • Provision for planning bills and stocked bills
  • Unique configuration of labor and machine time for each bill (if interfaced to Routing & Resources application)
  • Extensive comments and descriptive notes areas
  • Provides for import of ASCII files
  • Handles scrap percentages
  • Process overlap enabled (if interfaced to MR application)
  • Advanced online inquires
  • Multiple units of measure
  • Comprehensive standard cost management with G/L interface
  • Standard, LIFO, FIFO, and average costing
  • Handles lot tracked and serialized inventory

Bill of Materials Reports:

  • Costed Bill of Material
  • Component Where Used
  • Component Availability
  • Bill of Material Change History
  • Indented Bill of Material
  • Summarized Bill of Material
  • Bill of Material Worksheets
  • Bill of Materials List
  • Options Setting List
  • Cost Groups List
  • Employees List

Bill of Materials/Kitting

Much of the success of your manufacturing business depends on your ability to supply existing customers and attract new customers with the right products at the right time for the right price. TRAVERSE Bill of Materials/Kitting can help you do just that. It is a fully integrated application that allows wholesale and retail distributors as well as light manufacturers to define, build, and sell ‘kitted’ inventory items based upon a Bill of Material-like formula. Bill of Materials/Kitting is fully integrated with TRAVERSE Inventory and Sales Order.

Increase the number of options you can offer by utilizing the Bill of Materials/Kitting component information. It gives you the ability to mix and match related assemblies into a single kit. Easily determine whether you have enough stock to assemble an order, or use the available to build function to determine how many of any given item you can build. It’s easy to review a bill of material or print a list of all components required for a particular assembly.

Improve your bidding success. You can quickly assess the cost of assemblies and then use the Transaction History Report in TRAVERSE Inventory to compare anticipated costs with the actual costs associated with similar assemblies. You’ll also improve accuracy and save time.

  • Maintain accurate inventory quantities for your assemblies or raw materials
  • Relieve materials and receive finished goods in one process
  • Build non-seriaized assemblies that contain either serialized or non-serialized materials and components
  • Build serialized assemblies that contain either serialized or non-serialized components and materials
  • Change components for a group of select items with the global replacement of items
  • Set up your kits with unique inventory numbers and include an unlimited number of non-serialized components, each with its own ID number
  • Separately track the costs of the components but assign the price to the kit
  • Enter builds before, during or after the fact - including the date of the actual build
  • Easily develop kits for sale and, if necessary, adjust the content of each kit at order entry time
  • View a bill of materials in an explorer-style inquiry

Bill of Materials/Kitting Reports:

  • Item Where Used Report
  • Bill of Materials Definition/Exploded Bill Report
  • Bill of Materials Work Order
  • Global Replace Log
  • Component Cost Report
  • Kitting List

Customer Inquiry Portal

Provide an instant response to your customer’s account information inquiries with TRAVERSE Customer Inquiry Portal. Because your customers have this self-service capability, you have less operating expenses for your company and fewer calls to your customer service department. Integrating Customer Inquiry Portal into your TRAVERSE system gives your business a vast competitive advantage; real time information is at your fingertips.

Includes:

  • Full integration with TRAVERSE applications
  • Saves time for both you and your customer
  • Improves your customer service
  • Cuts overhead costs by reducing the need for costly internal administrative resources to answer phones and respond to customer inquiries
  • Gives your customers, partners and suppliers access to TRAVERSE data via the Internet
  • Flexible reporting - ease of access to data
  • Accessible via a web browser - from any location

Functions

  • Account Information
  • Statement Information
  • Invoice History
  • Payment History
  • Reprint Invoice
  • Online Help

Key Features

  • Secured access to data
  • Conduct wild card searches
  • Drilldown capabilities
  • Real time information can be accessed around the clock for quick response

Customer Relationship Management (CRM)

A marketing department needs to provide strong leads to the sales group; this may involve a number of activities designed to initiate a relationship with prospects, including advertising, telemarketing, direct mail, special events and more. TRAVERSE Customer Relationship Management (CRM) gives you seamless control of your marketing programs and lets you do an online analysis of their effectiveness.

TRAVERSE CRM then guides your sales team through every aspect of the sales cycle, enabling them to qualify the sales opportunities that will bring maximum revenue with minimum resources and within time constraints. A real-time integration to other TRAVERSE applications provides access to ERP data such as open invoices, sales history, etc.

You can maintain unlimited contact names, methods (phone, email, fax, etc.) and user-defined fields for contacts and contact names. You’ll be able to define campaign types such as Print, Direct Mail, Radio, etc. and maintain your campaign dates, costs and responses. Receive, categorize and refer opportunities, and analyze your campaigns by optionally assigning values and campaign references.

Contacts

  • Optional link to TRAVERSE customers, vendors and employees
  • Automated and manual activity tracking
  • Import, export, and synchronization of contact information
  • Unlimited document and file attachments
  • Opt-out settings for individual campaign types

Actvities

  • Automated tracking of data activities (add, edit, delete)
  • Assign label printing or bulk communication activities to contacts or campaigns
  • Manual entry of activity for individual call entry or information tracking
  • Unlimited user-defined fields for activities

Tasks

  • Task list and interactive task management screen
  • Assign task follow-up dates and actions
  • Allocate tasks to other users for activities

Campaigns

  • Campaign analysis reporting including response count and value
  • Optional interface to TRAVERSE Project Costing for cost tracking
  • Unlimited document and file attachments

Opportunities

  • Receive, categorize and refer opportunities
  • Inquiry and reporting based on description, probability, date and more

General

  • Individual and bulk communication via print (mail-merge), email and fax
  • Automatic saving of user preferences for filters and pick screens
  • Integration to MS Outlook and PDAs for contacts and tasks

Digital Dashboard

Now included with System Manager, Digital Dashboard gives you an executive snapshot of key business indicators. You can personalize Digital Dashboard using over 35 pre-defined business metrics. Each user can choose which objects to view and whether to show data graphically, in text mode, or both. User settings also include the ability to set an automatic refresh interval to ensure timely, accurate information. Dashboard objects can show individual company or consolidated data in multi-company environments.

Features:

  • AP Aging Analysis
  • AP Invoice Analysis
  • AP Payment History
  • AP Purchase History
  • AR Aging Analysis
  • AR Invoice Analysis
  • AR Payment History
  • AR Sales History
  • Current Cash Flow
  • Projected Cash Flow
  • CRM Opportunity Projections
  • Daily Statistics - Cash Receipts
  • Daily Statistics - Checks Written

Daily Alerts and Weekly Alerts are available if using the InfoAlert product.

Direct Deposit

TRAVERSE Direct Deposit makes payday easier for everyone. Your employees don’t need to worry about getting their paychecks to the bank on time-and standing in line when they get there. Direct Deposit, a TRAVERSE Payroll companion module, makes life a whole lot easier. Give your employees another benefit: peace of mind. They’ll know that their paychecks will be deposited directly to their bank account. And, you’ll get more productivity on payday.

With TRAVERSE Direct Deposit, you can give employees the choice of whether or not to participate. They can also choose to have a portion of their pay deposited to their accounts and receive the remainder as a live check, and they may elect to split deposit amounts between six different bank accounts in up to six different banks.

Features:

  • Vouchers replace a live check, ensuring that a pay check cannot be lost or stolen
  • Deposits may be created by dollar amounts or percentages, and the information can be changed at any time once a test run or “prenote” has been approved by the bank
  • Process multiple checks per employee in one Direct Deposit run
  • Print checks and then print Direct Deposit vouchers for the checks being deposited
  • Edit Register shows how much of the net pay for each employee is on a check and how much is deposited
  • Choose whether or not to use Direct Deposit when processing checks; if an employee is going on vacation and needs a check early, a normal paycheck can be prepared
  • Multiple batch processing allows you to post multiple payrolls within a single day; a file will be created for each payroll batch
  • Check Register can be run and filed after checks are printed for a final audit trail
  • Use the Direct Deposit File Creation Report to give you a breakdown of each employee’s account

Distribution Requirements Planning (DRP)

Most inventory problems would be a lot easier to solve if you could only see them coming. Distribution planning involves managing sales forecasts, creating master schedules, and running DRP. In short, balancing future supply and demand. TRAVERSE Distribution Requirements Planning enables you to plan for the future. You’ll be able to meet market demand and address your company’s sales plan.

With TRAVERSE Distribution Requirements Planning, you can determine the items you need and when you need to purchase them in order to fulfill the sales goals set forth in your forecasts.

At the heart of the system is the DRP report, a time-phased glimpse of the future demand for inventory items. Combining the best of both worlds, this report features two formats for users: one for those who prefer bucketless reporting and one for those who prefer the standard DRP report based on daily, weekly, or monthly summaries.

Forecasting can be a challenge, but the TRAVERSE software tools make the job easier than ever. Forecasts can be automatically created for individual items based on current history using multiple methodologies. Forecast flexibility is built in at every step of the process.

Features:

  • DRP Inquiry with grid, graphical, and detail drilldown
  • Bucketless or user-definable buckets provided
  • Lead time management
  • Component pegging
  • Automatic purchase requisition generation
  • Sales forecast regeneration
  • Master schedule maintenance
  • Optional interface to BOM/Kitting

DRP Reports:

  • Standard DRP Report
  • Daily Detail DRP Report
  • Item Requirements Report
  • Planned Purchases Report
  • Sales Forecasts List
  • Master Schedule Report
  • Master Schedule List

Enhanced Payroll Tax Reporting (EPTR)

Boost your productivity gain and eliminate hours of typing with TRAVERSE Enhanced Payroll Tax Reporting. Using this highly interactive reporting tool and your TRAVERSE payroll data, you’ll get over 300 certified state and federal reports, which can be printed on plain paper or filed electronically through a new optional service called eFile.

The time-consuming task of manually typing unemployment, wage withholding, and new hire reports is over. Whether your company is required to file magnetic media or you’re a smaller company just looking for a secure time-saving process, electronic filing streamlines the process of state and federal payroll. Since much of the critical information you need for payroll tax forms comes right from your TRAVERSE data, Enhanced Payroll Tax Reporting helps reduce redundant entry or errors in entering the numbers. All you need to do is populate the remaining fields, verify, and file.

Over 150 state and federal agencies are involved in payroll reporting, and virtually all of them routinely change their forms. Many states have lowered the threshold for mandatory magnetic media filing (some as low as 50 employees). States are beginning to require eFiling as well.

You may spend up to one-third of your time preparing government reports. eFiling your reports has all the advantages of simplicity and none of the pitfalls of labor-intensive, physical handling. With Enhanced Payroll Tax Reporting, you’ll immediately get all the reports you’re looking for.

Updating your reports is easy. All you need to do is click the Update command and the new forms are downloaded and installed automatically from a website. Updated and approved reports are released quarterly, so you don’t have to worry about maintenance; the work is done for you. Guaranteed compliance effectively eliminates the risk of reports being rejected and saves you refiling costs, fines, and penalties that may be enforced. Throw that old typewriter away and leave your tedious tasks behind. TRAVERSE Enhanced Payroll Tax Reporting just made your job much easier.

TRAVERSE Enhanced Payroll Tax Reporting includes over 300 reports, including:

Federal Reports

  • Employer’s Annual Federal Unemployment Tax Return
  • Employer’s Quarterly Federal Tax Return
  • Employer’s Annual Tax Return for Agricultural Employees
  • 943 Record of Federal Tax Liability
  • 943 Payment Coupon
  • Annual Return of Withheld Federal Income Tax
  • 945 Record of Federal Tax Liability
  • 945 Payment Voucher
  • Employment Eligibility Verification
  • Employee’s Withheld Allowance Certificate
  • Earned Income Credit Advance Payment Certificate

State Reports

  • Employer’s Quarterly Return of Income Tax Withheld
  • Annual Reconciliation of Income Tax Withheld
  • Employer’s Monthly Return of Income Tax Withheld
  • New Hire Form
  • Quarterly Contribution and Wage Report
  • Unemployment Tax and Wage Report
  • Payment Coupon
  • Income Statement Transmittal
  • Tax Payment Voucher
  • Centralized Employee Registry Form
  • Schedule B - State Withholding Tax Report
  • Agricultural Annual Return

eFile

The eFile solution guarantees compliance and is very affordable. It’s also easy to use: no more formatting, saving to disc, packaging, paying postage, worrying about format changes, or repeating the process if something goes wrong.

Fixed Assets

With TRAVERSE Fixed Assets, you’ll have the forecasting tools you need to evaluate leases, amortize loans, and experiment with depreciation strategies before you make a capital commitment. Keep an eye on your depreciation options with four depreciation books that let you track four sets of depreciation information. You can also retire assets at any time. Track the difference between estimated depreciable and actual service life and calculate the cost or proceeds from the retirement of an asset.

You’ll stay up to date with tax law changes. Fixed Assets provides a set of IRS-supplied depreciation tables and supports MACRS, ACRS, straight line, sum-of-the-year digits, and declining balance recovery methods. Flexible tables help you make changes easily to stay current with tax laws.

  • Calculate depreciation for a combination of books including book, federal tax, alternative minimum tax, and other (such as state or local)
  • Eliminate manual journal entries; the TRAVERSE General Ledger interface records accumulated depreciation expense entries automatically when you post
  • Change the system to conform to your tax assessment and reporting needs with user-definable tax districts
  • Group related assets for reporting purposes or link additions and adjustments to original assets by using multiple-part asset IDs
  • Modify the system to conform to the way your business is organized with user-definable location fields
  • Track actual and scheduled service maintenance dates with a description of work performed for each asset

Fixed Assets Reports:

  • Period Depreciation Journal
  • Lease vs. Buy Analysis
  • Trial Depreciation Schedule
  • Additions Journal
  • Retirements Journal
  • Asset Value Report
  • Depreciation Comparison Report
  • Credit Recapture Report
  • Property Assessment Schedule
  • Percent of Business Use Report
  • Gains and Losses Report
  • Depreciation Summary Report
  • Credit Summary Report
  • Depreciation Tax Report (for IRS Form 4562)

General Ledger

TRAVERSE General Ledger provides 24-character account masks and 7 user-defined segments. 367 periods per year may be open and you can maintain history for an unlimited number of years. You can even use the multilingual capabilities of TRAVERSE to do international reporting; work and report in the language of choice and switch between installed language sets at will.

  • Divisional and departmental accounting with user-definable account masks
  • Predefined statements and balance sheets that can be customized for company needs
  • Customized keyboard tab stops with custom screen layout
  • Easy creation of cash-flow statements
  • Automatic reversing entries in all periods
  • Password override to write out-of-balance journal entries
  • Unlimited account allocations
  • Posting logs that can be stored in a file as well as printed
  • Budget creation based on percentages, dollar amounts, or allocations
  • Copy from previous budgets
  • Ability to archive journal entries in separate tables for performance improvement
  • Multiple years open during transaction entry and posting functions
  • Ability to run an audit trial balance
  • Copy chart of accounts from department to department and from company to company
  • Referential integrity, preventing deletion of data used by other tables
  • Easy to modify with capability to prevent modification
  • Graphing capability
  • Comprehensive online help
  • Print to file with rich or normal text, or output to Excel
  • Optional report previewing before printing
  • Quick search method for finding fields

General Ledger Reports:

  • Audit Trial Balance Report
  • Chart of Accounts
  • Activity Reports
  • Cash Flow Statements
  • General Ledger Journals
  • Financial Statements

Info-Alert

Info-Alert is a powerful tool that monitors your business data and provides automated alerts when various business conditions are met. Info-Alert serves as a virtual employee that attaches to your TRAVERSE data and reviews it at scheduled intervals, reporting the information to the appropriate people.

With Info-Alert, you define a specific set of parameters. When conditions occur that meet those parameters, an alert is sent—via email or report—to those individuals assigned to receive the notification (employees, customers, vendors, etc.). There are many predefined alerts, including those in categories such as Accounts Receivable, Order Entry, Inventory and Purchasing. For each pre-defined alert, you can establish a set of criteria; for example, “Only review customers assigned to a specific sales rep.”

Info-Alert is quick and easy to install. Once it is set up, Info-Alert will run unattended, reviewing your data for information you have requested. Most other Microsoft or ODBC-compliant databases in your office can easily be connected and mapped to Info-Alert to allow you to generate alerts based on your company specific data. Info-Alert can also be configured to send dunning letters to your customers, send requests to vendors for the status of late shipments, automatically update credit hold flags in your customer record and much more.

Inventory

Inventory lets you closely monitor inventory movements by tracking detailed inventory history; then, use the Inventory Movement Report to identify your best products and to understand their purchase/sales cycles. You can even spot seasonal demand patterns. The Valuation Report summarizes the value of the items you have on hand and the profit on items sold during the year. With TRAVERSE Inventory, you’ll be able to make informed buying and selling decisions, improve customer service, and save money.

Inventory gives you quick access to detailed descriptions for each item. You can do lookups on aliases, lot numbers, and serial numbers. You’ll have the flexibility to define your own color settings for reports and credit warnings, and you’ll be able to select a group of items for a cycle count.

  • Mouse and/or keyboard navigation and data entry
  • Individualized tab stops for quick entry
  • Export reports to Word, Excel, and Mail
  • International reporting
  • Receipts posted online
  • Quick access to detailed descriptions for each item
  • Alternative item options
  • Aliases for inventory item numbers
  • Process by worksheet or tags
  • Ability to select a group of items for cycle count
  • Freeze quantities while processing continues
  • Multiple tag numbers
  • Exception-only entry
  • Defaulting count quantity
  • Unit conversions
  • Flexible cost valuation feature
  • Multiple warehouse capabilities
  • Lot tracking
  • Price matrixes
  • User-defined fields
  • Sort options
  • Quick lookups on aliases, lot numbers and serial numbers
  • Material requisitions
  • User-defined color settings for reports and credit warnings

Inventory Reports:

  • Item Status Report
  • Safety Stock Alert Report
  • Price Report
  • Valuation Report
  • GL Adjustments Journal
  • Transactions Journal
  • Serialized History Report
  • Sales Analysis Report
  • Physical Inventory Variance Report
  • Physical Inventory Worksheets
  • Overstock Report
  • Trend Analysis Report
  • Slow/Fast Movement Report
  • Inventory Movement Report
  • Cost Variance Report
  • Lot History Report
  • Gross Profit Analysis Report
  • Transaction History Report
  • Transfers Journal
  • Material Requisitions Journal
  • Backorder Allocations Report

Mobile Order

TRAVERSE Mobile Order is designed to allow you to efficiently capture customer’s orders anytime, anywhere with a mobile PDA device. The information captured about customers and orders is more valuable because it’s shared with the award-winning TRAVERSE accounting platform. It decreases order-entry time and eliminates double data entry.

Your sales representatives can focus more time on selling products and less time entering orders. TRAVERSE bar codes can be printed onto labels, allowing you to quickly scan the item onto the order.

TRAVERSE Mobile Order offers two options: a tradeshow wireless option and a stand-alone option. The tradeshow wireless option allows devices to connect to the laptop to retrieve the data; the laptop is then synchronized with the TRAVERSE server. For additional mobility, you can download data from TRAVERSE directly to your stand-alone device.

TRAVERSE Mobile Order utilizes Microsoft’s .Net framework, is Pocket PC 2003 compliant and seamlessly integrates with many bar code scanning devices.

Features

  • Add orders for existing customers or add new customers
  • Ability to quickly add customers and ship-to’s on the fly
  • Automatically verifies existing customer’s credit limits
  • Utilizes barcode scanners to quickly enter items into the order
  • Allows prepaid orders
  • Synchronizes orders to TRAVERSE accounting applications on demand
  • Enter and print credit memos, invoices and shipped orders

Benefits

  • Improves your customer service
  • Full integration to TRAVERSE accounting applications
  • Barcoding capabilities eliminate data entry mistakes
  • Eliminates disparate systems and applications
  • Order entry anywhere, any time for mobile sales force
  • Synchronizes with TRAVERSE - no need to worry about double data entry

Multicurrency

TRAVERSE Multicurrency capabilities allow you to develop and maintain productive relationships with international customers and vendors while handling transactions in any number of currencies. Exchange rates are continuously changing, but with TRAVERSE you can easily manage your accounting procedures by defining as many currencies and rates as you wish.

Features:

  • Assign a currency to a customer or vendor to be used when they submit a payment or are invoiced or paid.
  • View entire customer and vendor accounts in a foreign currency. You can view all Accounts Payable and Accounts Receivable accounts in your local currency as well as the currency in which the transaction was made.
  • Define an unlimited number of currencies; add or delete them anytime.
  • You control the manner in which foreign currency amounts are rounded and posted to the database.
  • You identify decimal placement for amounts and unit amounts.
  • Set up periods for specified exchange rates. You can also track the date and time of the rates to assist with audits and allow for post-transaction entry during an ever-changing currency market.
  • You can post and record unrealized gains and losses for sales and purchases.
  • Define relational exchange rates in the appropriate format for your location.
  • You’ll have the flexibility to set up and maintain particular exchange rates for daily transactions and for the adjustment of balance sheet accounts.

Not for Profit

TRAVERSE Not-For-Profit (NFP) provides organizations with a cost-effective solution and a robust set of features frequently requested by not-for-profit organizations. TRAVERSE NFP gives you total integration to the General Ledger, Accounts Payable and Payroll modules.

Many NFPs choose TRAVERSE because of its capability to seamlessly export any report with the click of just one button to Microsoft Office products such as Word, Excel, and Outlook. With TRAVERSE NFP, you can easily email your budget or financial statements to the board. Since TRAVERSE General Ledger has a flexible chart of accounts that handles up to seven segment categories and 30-character alpha-numeric numbers, you can create unlimited funds, programs, grants, activities, departments and divisions all in one place. The NFP General Ledger module also has a feature to tag an account as active or inactive so that your chart of accounts does not show inactive accounts, grants, or activities.

NFP organizations track restricted, temporarily restricted and unrestricted funds and also need to provide reports on the activity of these funds. TRAVERSE NFP tracks these funding activities and automatically creates due to/from entries as part of the process. Reports are easily formatted with the powerful built-in report writer. The cross-fiscal year reporting for financial reports and grants-conveniently located in the general ledger-is another feature that will save you valuable time.

  • FASB 117 reporting
  • Cross fiscal year reporting on all financial reports
  • Tracking of grants, programs and special projects across multiple fiscal years
  • Creation of Allocation entries for Accounts Payable, General Ledger and Payroll
  • Seamless Data Imports
  • Due to - Due from transactions

NFP Reports:

  • Statement of Activities
  • Statement of Functional Expenses
  • Compare Revenue & Expenses to Budget
  • Revenue and Expense by Grant/Program
  • Statement of Financial Position

Importing Capabilities from:

  • ADP Payroll
  • Raisers Edge fundraising software
  • Donor Perfect
  • Paradigm Fundraising software
  • Various Point of Sale software
  • Other software packages

Order Entry Portal

TRAVERSE Order Entry Portal offers your customers the opportunity to directly enter their orders over the Internet in a secured environment. In turn, you save time and greatly increase your level of customer service.

Benefits:

  • Full integration with TRAVERSE applications
  • Gives your customers, partners and suppliers access to TRAVERSE data via the Internet
  • Accessible via a web browser - from any location
  • Improves your customer service
  • Cuts administrative overhead costs by reducing the need for costly internal
  • Administrative resources
  • Instant updates to TRAVERSE - no need to worry about double entry
  • Flexible reporting - ease of access to data

Functions:

  • Order Entry
  • My Pending Order
  • Pending Orders
  • Open Orders

Payroll

TRAVERSE Payroll keeps you current with government reporting requirements while giving you total flexibility. In addition to printing checks, you need to maintain detailed records with clear audit trails, track sick and vacation days, and keep up to date with tax law changes. TRAVERSE Payroll can handle it all. It also enables you to analyze payroll expenses and employee productivity as well as control costs and review expense distribution.

With this module, you can produce detailed reports to help you plan and generate a budget. Manage Your expenses efficiently by tracking FUTA, SUI, Medicare, and Social Security, as well as earnings by department. You decide whether to calculate scheduled deductions as a fixed amount, a percentage of gross pay, an hourly rate, or a declining balance. You can easily produce W-2s - printed on forms, mailers, or stored on magnetic media to meet federal requirements.

You’ll have the flexibility to set up your payroll according to your terms. Define pay codes for regular, overtime, double-time, sick, vacation time, or any other payment method for hourly employees. An unlimited number of user-definable deductions are allowed per company, as well as taxable and/or nontaxable earnings codes and an option for fixed federal, state, and local witholdings.

  • Multiple states and localities for employee/employer taxes
  • Automatic accrual of vacation and sick time hours with complete audit trail
  • Formula-based tax routines
  • Multiple checks per employee per payroll run
  • Unlimited number of eamings codes including overtime rates and shift differentials
  • Flexible state unemployment reporting
  • Employer deductions such as 401(k)
  • Recurring time ticket entries
  • 999 user-definable deductions per company
  • Taxable and/or nontaxable earnings codes option for fixed federal, state, and local withholdings
  • Process the new year’s payroll before printing W2s for the old year
  • Track four quarters of history on payroll checks
  • Produce monthly and quarterly check registers

Payroll Reports:

  • Time Ticket Journal
  • Miscellaneous Payroll Journal
  • Edit Register
  • Check Register
  • Withholding Report
  • Employer’s Tax Report
  • Transaction History Report
  • Check History Report
  • Department Report
  • Quarterly Employer’s Tax Report
  • Employer’s Lability Report
  • Sick Leave and Vacation Report
  • Quarterly Withholding Report
  • Quarterly State Unemployment Tax Report
  • 941 Form
  • W-2 Form
  • Paycheck Received Report
  • Pay Period Deduction Report
  • Salary Review Report

Point of Sale

TRAVERSE Point of Sale (POS) is a computerized retail management system that combines a user-friendly interface with exceptional speed and flexibility. It is integrated with TRAVERSE Sales Order for a fast, efficient means of entering sales and controlling inventory. TRAVERSE POS enables your computer to operate as a cash register, offering far more capabilities than a traditional register. And, it’s much easier to use.

TRAVERSE POS is the perfect solution to improve the profitability of your business. It provides streamlined transaction entry (sales, returns, layaways and quotes) and the ability to quickly locate information through robust reporting and lookup functions. You’ll be able to capture complete transaction details at the point of sale; transaction history and real-time database records are stored indefinitely, so your valuable data is always just a keystroke away.

When trying to locate a customer or an inventory item, simply type the first few letters of the name you are trying to locate. TRAVERSE POS instantly brings you to the correct place in the list, even if you have thousands of names to search through. Inventory items can be found by scanning with a barcode reader or by typing in the description. TRAVERSE Point of Sale also lets you look up your inventory by typing the vendor SKU, product code, or a “preferred name.”

Features:

  • Function key driven
  • Easy learning curve
  • Cash drawer opens automatically following the payment of a transaction
  • Prints invoices and/or receipts
  • Password protected price change
  • Tracks voided transactions
  • Ability to create invoices, returns, layaways, and quotes from the same menu
  • Item lookups from anywhere in the POS screen
  • Can be customized to fit the individual retailer’s needs
  • Consistent, simple-to-use screens combined with an underlying processing power
  • End of day balancing journal that prints by workstation (POS Journal)
  • Multiple pricing levels
  • Easy cash drawer reconciliation
  • Unlimited entry of inventory items and customers
  • Integrates with all popular barcode readers and electronic cash drawers
  • Promotional pricing between two dates
  • Multiple tax rates
  • Ability to check stock status while invoicing
  • Precise and quick processing of returns

Production

Production is where it all comes together. Your software must be able to tell you today’s production status, what is going to happen next, and what happened yesterday. The TRAVERSE Manufacturing Production application is up to the test. Online inquiry into existing production orders shows percentage complete based on time and materials and gives you detailed information of the status of each production process.

Once created, production orders can be edited via the visual editor in a drilldown manner for the flexibility many manufacturing environments require. Activity recording can be imported from an external source such as an automated time card or bar code data collection system, or it can be entered manually.

A variety of worksheets can assist you in this process. Each one has a specific focus in terms of what to pull, which operation to run, and where to go next. Special worksheets help expedite subcontracted processes.

Visual tools such as videos and pictures are readily available to assist in the process. A sophisticated dispatch process allows you to set the production sequence to keep things moving smoothly.

Extensive variance reporting enables you to see when, where—and, most importantly - why variances took place in terms of time, usage quantities, and final production.

Features:

  • Handling of lot tracked and serialized inventory
  • Multiple releases per production order
  • Visual drilldown and production order editing
  • Priority based dispatching
  • Online or batch release of orders
  • Online updating of inventory quantities
  • Problem tracking by variance code
  • Bar code printing on worksheets
  • Multiple costing methods
  • Online status inquiry of ongoing production
  • Multimedia references for operations and materials
  • Multiple units of measure
  • Optional automated generation of production orders from sales orders
  • Optional interface to Sales Order, General Ledger, and Payroll
  • Variance analysis for time, material usage, and production
  • Backflushing at multiple levels
  • Scrap history

Production Reports:

  • Sales Order Analysis
  • Production Schedule
  • Requirement Availability
  • In Process Status Report
  • Production Picking List
  • Order Traveler
  • Dispatch List
  • Subcontracted Services Worksheet
  • Work in Process Valuation
  • Employee Time Log
  • Work Center Load Profile
  • Cost Variance Analysis
  • Time Variance Analysis
  • Quantity Variance Analysis
  • Production History
  • Variance Code History
  • Variance Codes Master List

Project Costing

TRAVERSE Project Costing is both a time billing and a job costing application. It is a fully integrated TRAVERSE application that addresses the needs of companies tracking the progress of projects or jobs.

Project Costing provides a purchase order function for project related transactions and a time ticket entry function for tracking time charges.

There are four different screen types available for projects, phases and tasks. As you move from project to phase to task using a simple tab method, you are given the opportunity to choose one of these screens.

The general screens allow you to define the structure of the project and to make decisions about what type of project it is, how the project levels will accrue income and costs, and how billing will be handled. The cost screens provide actual project-to-date cost information compared to estimates. The profit screens provide actual project-to-date income, cost and gross profit information compared to estimates. The history screens provide income, cost, billing and write-up/down information on a month-to-date, year-to-date, and project-to-date basis.

TRAVERSE Project Costing lets you set up projects for billing at either the project level or the phase level. You can also have projects that are speculative in nature and change them to billable projects later. A simple entry screen gives you the ability to enter estimates at the project, phase or task level; it shows both the current estimates and the revised estimates.

  • Set up Time and Material or Fixed Fee Projects
  • Set up projects to accumulate administrative costs
  • Assign different GL distribution codes to each project, phase or task level
  • Assign different tax classes to each project, phase or task level
  • Assign one of five different billing formats to time and material projects
  • Assign up to ten different cost and billing rates to each employee using user-defined descriptions
  • Use the inquiry functions to obtain information about specific projects, phases or tasks and drill down for greater detail
  • Enter time tickets using a time-saving batch processing capability
  • use Accounts Payable transaction entry to apply charges directly to projects or jobs
  • Transfer materials directly from inventory to projects or jobs
  • Gain better control of your work in process with automated billing, of posted time and material charges
  • Bill for deposits on projects
  • Place billing holds on projects or phases
  • Create credit memos for Time and Material projects directly from the billing history file
  • Apply deposits or advances directly against invoices in AR transaction entry
  • Use the Purchase Order module to print POs and to track project costs from the time a purchase order is entered
  • Transfer entries in the Purchase Order module to Accounts Payable
  • Allocate overhead to projects, phases or tasks based upon accrued time or material
  • Comprehensively write off charges for entire projects or phases
  • Close projects, phases and tasks independently, restricting subsequent charges from being made to specific project levels
  • Archive or purge closed projects from the system on a specific basis or by close dates
  • Import project structures and estimates from MS Project
  • Interface with TRAVERSE C/S Payroll or third party payroll applications

Project Costing Reports:

  • Project Detail Report
  • Project Estimates Report
  • Project Status Report
  • Employee Productivity Report
  • Employee Detail History Report
  • Income Analysis Report
  • Profit Analysis Report
  • Cost Variance Report
  • Billing History Report
  • Archived Projects Report
  • Time Ticket Journal
  • Open Order Report
  • Overhead Allocations Report
  • WIP Billing Worksheet
  • Fixed Fee Billing Worksheet
  • Held Projects and Phases Report
  • Fixed Fee Adjustment Worksheet
  • Fixed Fee Adjustment Journal
  • History Adjustment Journal
  • Comprehensive Write-offs Journal

Project Costing Portal

The TRAVERSE Project Costing Portal addresses the requirements of companies that need to apply time to a project and make inquiries on those projects. It offers employees the ability to update the status of projects easily and conveniently from any location with Internet access. Managers can check the progress of projects online and can view reports for all employees.

Benefits:

  • Saves data entry resources
  • Speeds up billing cycle
  • Flexibility for employees and managers
  • Mistakes are prevented due to data entry validation
  • Secure access to private data
  • Tight integration with TRAVERSE Project Costing and accounting applications
  • Stay current with up-to-date and detailed time records
  • Improved efficiency due to smooth time entry and accurate invoicing
  • Increased profitability and competitive edge

Functions:

  • Time Entry
  • Time Journal
  • Employee Productivity
  • Employee Detail History
  • Project Status
  • Project Detail

Key Features:

  • Employees can see their total time by day and/or by project
  • Managers have the ability to review time tickets
  • Employees can review their productivity and detail history reports
  • Managers can view reports for all employees, including Employee Productivity, Employee Detail History, Project Status, and Project Detail
  • Project reporting can be easily customized
  • Built-in error checking in Time Entry for ease of use
  • Employees have the ability to review their own time ticket journal

Purchase Order

Purchase Order gives you the features and functions you need to keep a watchful eye on the goods and services your company receives. You detect shortages and incorrect invoices so that you only pay for the items you’ve received. You can specify, confirm, and track every detail of an order you place with a vendor. You can indicate how you would like your goods shipped. You can confirm when, how many, and how much. And most importantly, you can track your original order until it’s completed.

With TRAVERSE Purchase Order, you’ll be able to return goods to vendors and change existing purchase orders. You can also enter multiple receipts of goods and invoices for each line item until the order is filled. Use a mouse and/or a keyboard for navigation and data entry, and you can customize by user which fields to stop at on data entry screens.

  • Create open orders
  • Quick entry/defaults on headers
  • Ship-to-date for each line item/order
  • Automatic requisition generation
  • Print picking slips online
  • Batch processing
  • Reorder based on Min/Max, EOQ, and Forecast Based on Trends
  • Enter multiple receipts of goods and invoices for each line item

Purchase Order Reports:

  • Open Order Report
  • Receipt and Invoice Report
  • Purchases Journal
  • Returns Journal
  • Scheduled Delivery Report
  • Receipts and Invoices Report
  • Accrual Verification Report
  • Goods Not Received Report
  • Reorder Report

Requirements Planning

Most inventory and manufacturing problems would be a lot easier to solve if you could only see them coming. Distribution and materials planning involves managing sales forecasts, creating master schedules, and planning requirements in an effort to balance future supply and demand. TRAVERSE Requirements Planning enables you to plan for the future, meet market demand, and address your company’s sales plan.

With TRAVERSE Requirements Planning, you can determine the items you need and when you need to purchase them in order to fulfill the sales goals set forth in your forecasts.

At the heart of the system is the Requirements Planning reporting, a time-phased glimpse of the future demand for inventory items. Combining the best of both worlds, these reports offer two formats for users: one for those who prefer bucketless reporting and one for those who prefer the standard Requirements Planning report based on daily, weekly, monthly, or user-defined summaries.

Forecasting can be a challenge, but the TRAVERSE software tools make the job easier than ever. Forecasts can be created for individual items, parts, and assemblies based on current history using multiple methodologies. Forecast flexibility is built in at every step of the process.

  • The TRAVERSE Material Requirements Planning (MRP) and Distribution Requirements Planning (DRP) applications have been merged into a single application simply called Requirements Planning.
  • Tailor your interface and create unlimited user-defined fields using the TRAVERSE Design Studio.
  • Blanket orders help you manage contract or long-term delivery orders for your customers when interfaced to sales order.

Requirements Planning Features:

  • Requirements Planning Interactive Views with grid, graphical, and detail drilldown
  • Bucketless or user-definable buckets provided
  • Lead time management
  • Component pegging
  • Automatic purchase requisition generation
  • Sales forecast maintenance
  • Master schedule maintenance
  • Optional interface to BOM/Kitting

Sales Order

TRAVERSE Sales Order application offers a host of features to improve your efficiency and increase your flexibility.

Sales Order helps you keep your customers happy by handling their orders promptly and correctly. Remaining inventory balances appear on the screen. Backorder information is right at your fingertips so you’ll know exactly what’s ordered and when it will ship. And, you can print an online invoice or picking slip with just a click.

With TRAVERSE Sales Order, you’ll have quick lookup based on customer or transaction. You can enter, edit, and view invoices from a single screen, and you’ll have access to all Accounts Receivable reports and inquiries. In addition, Sales Order provides the option for two-way split commissions and multiple tax locations per tax group.

Add, change, or delete codes for your general ledger distribution accounts or set up a selection of different receivable accounts. These general ledger accounts are used when transactions are posted for the customer. Sales Order provides the capability to assign distribution codes to customers when you set up customer records; then when you post transactions that involve the customers, transaction information moves directly to the accounts you specify for the associated distribution code.

  • Batch processing
  • Transaction numbers generated automatically or manually
  • Inquire on backorders
  • Tax-on-freight and/or miscellaneous
  • Tax-on-tax reporting (for example, GST/PST in Canada)
  • Access to all Accounts Receivable reports and inquiries
  • Plain paper or preprinted picking slip formats
  • Commissions payable on booked or paid invoices
  • Two-way split commissions
  • Ability to reapply payments and credits to specific invoices
  • Finance charge tracking
  • Multiple tax locations per tax group
  • Customer comments fields
  • Comprehensive online help
  • Scrollable, detailed descriptions for each item
  • Lot tracking
  • Price matrixes
  • User-defined invoice and dunning messages
  • Quick lookup based on customer or transaction
  • Invoice entry, editing, and viewing from a single screen
  • Recurring entries setup
  • Change distribution code per transaction and cash receipt

Sales Order Reports:

  • Open Order Report
  • Recurring Entries List
  • Backorder Allocation Report
  • Customer Levels List
  • Price Structures List
  • Customer Pricing List
  • Promotional Pricing List
  • Customer Analysis Report
  • Customer Sales Report
  • Methods of Payment

Sales Rep Portal

Your sales representatives can’t be in the office every minute of every day. And with the TRAVERSE Sales Rep Portal, they don’t have to be. The Sales Rep Portal gives your sales staff online, instant access to customer accounts 24 hours a day, 7 days a week.

Benefits:

  • Sales reps can enter customer orders when they are away from the office: no phone calls, no faxes
  • Double-check existing orders prior to contacting a client
  • Get instant answers to customer inquiries online, eliminating the need to consult other employees on order status or inventory availability
  • Full integration with TRAVERSE applications
  • Flexible reporting - ease of access to data
  • Accessible via a web browser - from any location
  • Improves your customer service
  • Cuts administrative overhead costs by reducing the need for costly internal administrative resources to answer phones and respond to customer inquiries

Key Features:

  • Interface with VeriSign for credit card processing and receive VeriSign reports
  • Post on-line payments
  • Secured access to data
  • Conduct wild card searches
  • Real time information can be accessed around the click for quick response
  • Perform advanced inventory searches and see the additional descriptions and inventory pictures stored in TRAVERSE

Functions:

  • Account Information
  • Statement Information
  • Invoice History
  • Payment History
  • My Pending Orders
  • VeriSign Report

Service Director

TRAVERSE® Service Director is a comprehensive work order and service management system equally well suited for your on-site, depot or internal company needs. Developed in Microsoft Access, Service Director is designed for a wide range of businesses including installation, repair, maintenance service, manufacturing, and construction companies. Developed as a tiered system utilizing 100% Microsoft technology, Service Director allows you to select the product level appropriate for your business needs and budget.

TRAVERSE Service Director’s powerful dispatching capability offers your company unparalleled system flexibility. Quick work order entry and scheduling gives your customers fast, efficient call handling. With Service Director’s work order command center concept, daily functions are quickly and easily accomplished. Flexible customer invoicing for time and materials is available for a single dispatch or a series of dispatches. As with all TRAVERSE applications, source code is available for company specific customization.

  • Call entry, scheduling, dispatching, parts/labor entry, and billing
  • Intuitive, streamlined screens that provide the true ability to enter or update work orders as a call comes in without awkward delays in conversations with your customers
  • Work order templates for faster entry of similar content work orders
  • Support of multiple work dispatches (on-site service calls) and/or multiple pieces of equipment per work order provides flexible and independent detail tracking of individual dispatches, including various date/time stamps and parts/labor used
  • Billing utilizes TRAVERSE invoicing formats and includes journal and posting functions very similar to TRAVERSE Accounts Receivable. Work order invoices are separate from standard Accounts Receivable invoices on journals or postings
  • A single work dispatch can be billed individually, or multiple dispatches can be combined onto a single billing
  • Three modes of easy-to-use scheduling and the flexibility to choose the appropriate method on a dispatch by dispatch basis: Direct: enter a date, time & tech for system approval, Suggest: the system automatically generates the first available date and time based on work order criteria, Scheduling Assistant: a very powerful tool that provides an interactive way to quickly find open time slots for any technician or a specific technician
  • View scheduled work orders in a calendar format, with drilldown to details
  • Web-based mapping integration for instant single-button access to street maps of customer sites
  • Predefined codes for quick standardized entry of labor
  • Detailed customer equipment tracking with automatic warranty flagging on work orders
  • Cost tracking allows for automatic totaling of parts and labor costs against a work order
  • Customer contract tracking with the ability to assign work orders to a contract
  • Sophisticated full detail history tracking lets you quickly find a closed work order and then drill down to work order details; the detail view mode is a replica of the work order entry and management screens
  • Reprint work orders and invoices from history
  • Full integration to TRAVERSE Accounts Receivable, General Ledger, Bank Reconciliation and Inventory

Service Director Reports:

  • Work Order Report
  • Work Order History Report
  • Scheduled Dispatch Report
  • Unscheduled Dispatch Report
  • Profitability Report
  • Productivity Report

Synoptix for TRAVERSE

Synoptix for TRAVERSE

Imagine being able to easily create all the reports you need with a super-charged spreadsheet; one that empowers every cell to automatically pull in live data so you never have to re-key information again.

Open Systems and CompuSoft Development have teamed up to make this scenario a reality. The partnership allows them to provide TRAVERSE users with Synoptix, an industry-leading solution for enterprise report writing and drill down analysis. Synoptix has a direct connection to the TRAVERSE database, so you don’t need to worry about data warehousing. With the look and feel of a spreadsheet, Synoptix encompasses end-to-end reporting capabilities and delivers everything from financial and operational reporting to advanced budgeting capabilities.

Within minutes and without IT assistance, you can create virtually any report you need from anywhere in your database as easily as a standard spreadsheet—without the maintenance hassles. Create reports that can be filtered by any criteria you require, and then change them with simple point-and-click procedures when needed. Once your reports are created, you can easily display them in graph or dashboard formats for quick access to your key performance indicators.

Synoptix is the only report writer that:

  • Delivers spreadsheet ease of use, but without the pains that spreadsheets inherently create
  • Allows you to create literally any report from anywhere in your database
  • Empowers you with the ability to create both summary and detail level reports
  • Gives you complete drill-down functionality
  • Delivers interactive powerful dashboards—at no extra charge
  • Provides advanced budgeting capabilities
  • Has a direct connection to your database
  • Allows you to pull in every piece of information you need from multiple sources onto a single report
  • Is developed with Multi-dimensional Intelligent Data-store (MIND) technology

Benefits:

  • Create reports from anywhere in your database with incredible ease
  • Combine every piece of data you need on a single report
  • Complete drill-down functionality
  • Easily consolidate multiple companies
  • Create budgets from any account segment or operational data
  • Take advantage of the free User Report Exchange
  • Design graphs and dashboards
  • Perform advanced currency conversions
  • Generate What If scenarios
  • Effortless installation

System Manager

TRAVERSE System Manager provides features such as multilingual and multicurrency capabiities. Users can choose either keyboard or point-and-click navigation or both. And, it’s easy to move and merge information.

  • Online help for keyboard commands
  • Table-driven currency with easy updating of currency exchange rates
  • Multiple live data directories
  • Support of multiple currencies
  • Convenient conversion from OPEN SYSTEMS Accounting Software available
  • Conventional or pull-down menu structures with custom options
  • Sample data directory for training
  • Company and user ID displayed on every screen
  • Distribution of data files across multiple drives or multiple systems
  • Fast transfer of company information and table structures with the copy from feature
  • Country code formatting
  • Tracking individual user activities with user log
  • Referential integrity, which prevents deletion of data used by other tables
  • Easy to modify with capability to prevent modification
  • Graphing capabilities
  • Comprehensive online help
  • Print to file with rich or normal text, or output to Excel
  • Optional report previewing before printing
  • Quick search method for finding fields

Warehouse Management

TRAVERSE Warehouse Management is a comprehensive solution expressly designed to give you precision inventory handling. Dramatically improve your efficiency in picking, packing and shipping orders by maximizing the productivity of your warehouse staff. Consistently prompt order fulfillment is within your reach with TRAVERSE Warehouse Management.

Inquiry Functions

  • Item Quantity Inquiry
  • Detail History Inquir
  • Item Explorer Inquiry

Daily Work Funtions

  • Release Orders
  • Picking List
  • Export Released Orders
  • Record Picked Orders
  • Receive Goods
  • Location Transfers
  • Post Location Transfers
  • Adjustments
  • Post Adjustments
  • Move Quantities
  • Receive Production

Reports and Worksheets

  • Location Transfers Journal
  • Location Transfers Report
  • Location Transfers Packing List
  • Adjustments Journal
  • Detail History Report

Periodic Processing

  • Periodic Maintenance

Setup and Maintenance

  • Bins
  • Containers
  • Options and Interfaces
  • Batch Codes

Master Lists

  • Bin List
  • Container List
  • Batch Codes List

Reviews of TRAVERSE

ross says...

good accounting, bad everything else

The good: accounts well for general sales

The bad: bad e commerce and terrible warehouse management

Vanessa says...

It is an accounting software. It works great with our in house inventory system and they were able to work around our system.

The Good: It is a great Excel based program. You can export and import just about anything and it really saves a lot of time. It is really just amazing and can make everything quicker for you.

The Bad: Happy so far, nothing bad!

Michael from Chemplex says...

Complete ERP system

The good: Features, Ease of use, familarity

The bad: Complicated to setup