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.
A. Traverse provides a suite of cross-departmental functionality addressing financial, operations, and sales management needs.
A. Traverse is appropriate for companies of all industry types.
A. Traverse includes 33 modules.
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.
A. Traverse pricing depends on a variety of factors. Traverse is most commonly reviewed by companies with “mid-range” spending expectations.
A. Traverse ranks in the top 5% of software solutions profiled on this website in terms of review popularity.
A. Traverse is available as a server-based and cloud solution.
A. Traverse platform support includes Windows and browser options.
A. Traverse does offer mobile device support.
A. Traverse is frequently described as “powerful,” “flexible,” and “efficient.”
A. Traverse is supported by the developer, Open Systems, and authorized sellers. Local support is available in many markets.
A. The original release date for Traverse was 1994.
A. The current version of Traverse is v11.
A. Traverse is a popular review choice for a variety of needs.
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.
A. Traverse is the flagship product from developer, Open Systems. Open Systems also develops OSAS accounting software.
|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|
Because of its wide module and feature set, Traverse is popular with companies among a variety of different industries.
|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%|
|8||Health Care & Social Services||4.2%|
|9||Manufacturing: Pharmaceutical & Food||4.2%|
|NA||25 Other Industries||36.5%|
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|
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|
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 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.
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 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.
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.
|BizInsight||Biznet software||Business Intelligence/Reporting|
|ExpoCise||ExpoCise Incisive Analytics||Business Intelligence/Reporting|
|OpenEdge||Global Payments||Payment Processing|
|Exactis Point-of-Sale||ExactisPOS||Point of Sale|
|Avalara||Avalara||Sales Tax Management|
|eCommERPBridge||Keystone Solutions, Inc.||Shopping Cart|
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.
ProcessPro, a division of Open Systems, develops ProcessPro, a process manufacturing software.
The product information presented on this page is based on information provided by the developer and from previous software buyers who considered the software.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
Daily Alerts and Weekly Alerts are available if using the InfoAlert product.
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.”
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Ratio of reviewers by organization size.
Ratio of reviewers by sector.
good accounting, bad everything else
accounts well for general sales
bad e commerce and terrible warehouse management
It is an accounting software. It works great with our in house inventory system and they were able to work around our system.
Complete ERP system
Features, Ease of use, familarity
Complicated to setup