1. This Short Demonstration Covers
Creating and approving a Requisition in TRxLink.
Create
Requisition
Submit for
Approval
Review &
Approve
Requisition
Create
Purchase Order
Sync with
Financial System
2. What is Trxlink?
STREAMLINE PROCESSES:
• Easy to Use: Clean and simple screen layout
• Easy to learn: One short training session needed
INTEGRATION
• Removing the manual data entry.
• Seamless integration
LOW RISK
No commitment for the first 30 days!
Phone: +1(954) 272-0500 or Email info@trxlink.com
SECURITY
• Configure each user’s permissions individually
• Safe and Secure
LOW COST
• Monthly Subscription- Per user pricing
• No Implementation fees
• No setup fees
WEB BASED
Requisition System with strong integration to
INTUIT® QUICKBOOKS
$
4. Cruise through Creating a Requisition
Phone: +1(954) 272-0500 or Email info@trxlink.com
Select Customers/ Jobs from
your QuickBooks
Insert Items from your
QuickBooks
Use Vendors within your
QuickBooks.
Insert attachments: PDF,
Word, Excel etc.
Complete!
Send this requisition through
an approval workflow.
5. Easily submit a requisition for approval
Submitting a requisition for review generates
an email alert sent to the Approver.
An email alerts allow the reviewer to Approve or
Reject this requisition with one click.
*Can be used on Smart Phones, Tablets or PC’s.
6. Quickly send a Purchase Order to a Vendor
Phone: +1(954) 272-0500 or Email info@trxlink.com
Print/ Fax Purchase Orders
Email Purchase Orders
directly to vendors
OR
7. Receive against any Purchase Order
Phone: +1(954) 272-0500 or Email info@trxlink.com
Input Item Quantity
Receive items
8. Seamlessly Synchronize the Information to your Intuit® QuickBooks
Items synchronized into Intuit® QuickBooks
New Purchase Orders
New Receiving's
New Customers/ Jobs
New Items
New Vendors
9. Trxlink Flow Process
Low RiskLow Cost$Quick Setup
Create
Requisition
Submit for
Approval
Review &
Approve
Requisition
Create
Purchase Order
Sync with
Financial System
10. Get Started Today!
Phone: +1(954) 272-0500 or Email info@trxlink.com
Signing up just takes a few
minutes!