Welcome to the Traverse Online Help

Significant Highlights of Traverse Version 11.2

Traverse Applications

Use the menu at the top of the page, or use the links below for more information on these applications:

• Accounts Payable helps you track future obligations to your suppliers, control the flow of cash to pay bills, and monitor the distribution of your expenses. It enables you to make sound decisions about what and when to pay based on who gives you the best discounts and from whom you buy the most frequently.
• Accounts Receivable helps you manage two important areas of your business: cash and customer relations. It enables you to produce timely statements and invoices to track your receivables. It also enables you to produce informative reports and list such as the Customer Analysis Report, the Aged Trial Balance Report, the Daily Tax Report, the Detail History Report, and the Sales Representative List. These reports can help you improve your profitability and identify both trends and your best customers.
• Bank Reconciliation helps you keep better control of your cash by simplifying the reconciliation of bank statements with your bank accounts. It enables you to track which transactions have cleared the bank, which are still outstanding, and what the balance is of your bank accounts.
• Bills of Material/Kitting application helps you set up and maintain items and kits. Using Bills of Material/Kitting, you can create a bill of material to assemble as sale item,release the resulting work order to your technicians, then post the completed work order to update inventory item quantities.
• Capacity Scheduling application gives you the ability to visualize and manage system capacity at a more granular level than is available in the Requirements Planning application. It allows you to manage the capacity of a given resource at a given time within any identified scheduling constraints.
• The Configurator is a flexible software tool which allows you to create unique and in-depth bills of material or sales orders based on a series of questions and answers from a prospective buyer. The configurator guides the user through a question and answer process in a way that allows a user with limited product knowledge to configure a sophisticated product. The end result could be a sales order configuration consisting of multiple line items or a single line item that represents a bill of material.
• Customer Relationship Management helps you track communications with people or businesses using data already present within Traverse. You can use CRM's functions to keep existing clients informed about your company's news, attract new business by running promotions, get the word out about your company through advertising campaigns and communications, and follow up on leads to gain new business.
• (Distribution) Requirements Planning helps you plan accurately so that you can anticipate surplus or shortages, determine purchase or production requirements, manage inventory to retain less product on the shelves, increase customer satisfaction via better service, and institute cost-effective buying plans.
• Electronic Data Interchange helps you computer-to-computer exchange of business documents in a standard electronic format between business partners.
• Fixed Assets helps you analyze tax and cash-flow implications for assets before acquiring them, as well as tracking their valuation and depreciation.
• General Ledger helps you control the flow of money into and out of your business. With the General Ledger application, you can maintain your journals, log recurring entries, and generate audit trails for your past activities.
• Human Resources helps you track people or businesses using data already present within Traverse. You can set and maintain information about your employees, such as benefits, payroll information, and regulatory information, as well as view employee information such as education, skills, benefits, training, insurance status, and other information.
• Inventory helps you keep track of your incoming and outgoing inventory items and your existing inventory. It enables you to make sound decisions about when and how much of an item to reorder, based on item movement and gross profit margin.
• Manufacturing - Bills of Material helps you define manufacturing product structure both in terms of materials and plant resources such as machinery, tooling, and labor. This application provides a solid base for production activity to be defined, tracked, and reviewed.
• Manufacturing - Production helps you manage and maintain inventory integrity, gives you a feel for ongoing activities and production order release status, and provides you with variance tools to compare anticipated or planned material and resource us to actual use.
• Manufacturing - Routing and Resources helps you define non-material items such as labor and machinery for your facility. Using Routing and Resources, you can define step-by-step routing that manufacturing follows when producing a product.
• Payroll helps you record hours worked by employees, calculate employee compensation, produce the necessary checks, and update your general ledger with all the information accumulated and generated during this process. It also uses the information you collect to produce the reports and forms required by federal and state laws.
• Point of Sale (POS) is a convenient, easy-to-use retail transaction entry system that integrates directly with the Traverse Accounts Receivable application and provides all of the functionality that you need to properly manage your sales processes.
• Traverse Portal is a web-based system that allows you and your customers to access selected information from your Traverse system via the Internet. Using a web browser, you and your customers can utilize Traverse Portal to enter sales orders and generate and approve purchase orders.
• Project Costing helps you track income accrued and costs incurred during work on a project. Using Project Costing, you can set up projects, record time and material costs for the project’s phases and tasks, and create a billing invoice and close the project when work is complete.
• Purchase Order is an add-on to Traverse Accounts Payable and is designed to help you manage and track future obligations to your suppliers, control the flow of cash to pay bills, and monitor the distribution of your expenses. It enables you to make sound decisions about what and when to pay based on who gives you the best discounts and from who you buy most frequently.
• Sales Order is an add-on to Traverse Accounts Receivable that lets you track orders from the time they originate as price quotes through the time they are shipped. You can also track backorders. Since Sales Order is an add-on to Accounts Receivable, functions that are common to both must be accomplished using Accounts Receivable.
• Service Director helps you manage equipment service calls for both you and your customers by consolidating technician information, schedules, work orders, and service orders into one module. After you have set up the system, Service Director tracks your orders from entry to completion by scheduling dispatches, recording service call work, and maintaining order and equipment history.
• Service Repair helps you manage equipment testing, repair, and other services by consolidating technical information, work plans, job plans, and other job information into one module. After you have set up the system, Service Repair tracks your jobs from entry to completion.
• Shipping will save you time, improve the accuracy of your shipping process, and give you seamless history and tracking information right from Traverse. With the Shipping application, you can tie to your shipping services to provide the customer and shipping information in Traverse to the shipping provider, and easily change necessary shipping information for each shipment as circumstances arise.
• System Manager helps you set up applications, companies, workstations, users, comments, and security. It enables you to install new companies, create currency exchange rates, define country codes and input masks, set up users, work stations, tax, and security, and maintain user and error logs.
• Warehouse Management helps you to streamline receiving, order fulfillment, and item movement in a warehouse environment. While Purchase Order and Sales Order functions perform well in the office, they are not really practical for the warehouse.