Triumph 6.2 Release: Nine amazing new features to help your business thrive

Are you ready for a new release

If you’re a business owner or manager, you’ll know all about the benefits of maintaining technology. It is imperative for businesses keep up with enhancements, because the reality is, that if your company is dealing with outdated systems, you may may be missing out on business opportunities. This is why Triumph Business Systems has been working hard at improving Triumph ERP, and after nearly two years of hard work, we wish to introduce to you the latest version of our software.

Triumph 6.2!

This latest version of our Enterprise Resource Planning (ERP) software will offer you newfound abilities, and introduce you to newly requested business modules which can make managing your small or medium-size business so much easier and will encourage your business to thrive in 2020.

This update is by far the most comprehensive and powerful version released to date and we are excited for you to try it.

To help you learn more about what is available with the latest update, we have listed our top nine features of Triumph 6.2, and show you how this software is beneficial to your business.


Pro Tip: Already got Triumph 6.2 and want to master its capabilities? Check out our What’s New Document and take control of your business.

1.  Take steps to becoming a paperless office with Documents on Transactions

paperless for 6.2

Triumph ERP now has the ability to attach documents to various transactions and optionally email them with the business form, thus removing the need to keep a paper copy. This ability allows you to link documents to transactions and is a fantastic new feature that will assist you in becoming a paperless office. Transactions which now have the ability to attach documents include:

  • Debtor Invoice
  • Debtor Batch Invoice
  • Sales Orders and Quotes
  • Creditor Invoice
  • Purchase Order Invoice
  • Purchase Order Progress Invoice
  • Purchase Order Combined Invoice
  • Request Managed Stock
  • Receipt Managed Stock
  • Bank Reconciliation.

2.  Save yourself time by making your system work while you rest with Background Task Scheduler

background task for 6.2

To help you save time with your reporting, it’s background task scheduler to the rescue. Background Task Scheduler is the new option where you specify all the things you want to run in the background. By using the background task scheduler, you can instantly gain the ability to run key reports overnight and have them automatically emailed to you and your team ready to review each morning, or at the start of the week.

3.  Keep track of your supplier purchase order invoices by parking them until the goods have arrived

online payment for 6.2

In many environments, you often receive the invoice separately from the goods, and often before you’ve actually received the goods. Think of a head office with multiple branches. You can check to see if the goods have been receipted first, and if not, put the invoice in a pile to be dealt with later. Then at some point someone has to go through the pile of invoices and see if they can now be invoiced. This becomes very time consuming and inefficient. We now allow you to enter these invoices, and park them until the goods have been received. You can then release them as required. A parked invoice does not create an invoice against the creditor or post any General Ledger journals. This does not happen until it’s released.

4.  Expand your payment processing options by taking Online Credit Card Payments, i.e. no EFTPOS reader required

credit card payment for 6.2

We now have the ability to process credit card payment in Triumph without using an EFTPOS reader. This is extremely handy when taking orders over the phone, or a customer is paying their account over the phone by credit card. The same technology is used in both the main Triumph program, as well as in eCommerce, where customers can also pay their accounts online.

5.  Improve and broaden your online eCommerce store presence and connect with your end consumer market

The eCommerce module is one of the key areas that has had significant changes. Firstly, as well as our web shop supporting Business to Business (B2B), we now also support a Business to Consumer (B2C) interface. This means that you can optionally sell direct to the public, with the purchaser not requiring a debtor account with you. This will allow anyone to visit your online web shop, place orders, and pay for them, i.e. they do not need an account or to log in. Again, this requires a suitable Online Merchant Account.

6.  Notify your customers via SMS and email when their goods are ready for collection with Pickup Notifications

Keep in touch with your customers during every step of their purchase and automatically notify customers by email or SMS when goods are ready for collection. If you would prefer to contact your customers in person, then fear not, the system can also create a phone list if you prefer to talk to them in person.

7.  Conquer all your freight management needs with a seamless, automated integration to Starshipit

Triumph ERP 6.2 now has a seamless integration with Starshipit, a leading Australian cloud-based freight management and tracking software. Based on your preferred carriers and rules, Starshipit will give you a live postage rate, book the courier pickup, and print delivery labels, manifests and any required customs documentation. It also updates your Triumph sales order documents with the carrier and consignment note number. Consignment note numbers and carries can be automatically update in Triumph’s latest version 6.2.

8.  Manage your supplier credit requests with the new Request for Credit half module

Requests for Credit is a new half module exclusive to our new version of Triumph ERP 6.2. This half-module allows you to keep track of supplier credit requests. Staffs have the ability to raise Pending Requests, which can be then processed into Requests for Credit, or alternatively Requests for Credit can be entered directly. Credit Responses, when received from the supplier, can then be entered against the Credit Requests. Anything outstanding can be easily reported on.

Some of the features include:

  • raising a pending request for credit from Point Of Sale Return and Debtor Credit Notes
  • combine multiple pending requests into individual supplier Requests For Credit
  • supplier invoice look up will return invoice number, date and price
  • keeps track of what quantity has already been returned on an invoice
  • enter a return reason for each line
  • email supplier for a return authorisation number (RMA)
  • return to stock or write off stock, if the credit is not provided by the supplier
  • deduct other charges such as freight or restocking fees etc.
  • keep track and preview what credits have been provided so far on an individual request.

9.  Send new job details directly to your service technician’s phones and allocate work priorities, with Job Mobile

As part of the new Job Scheduling module, users can now allocate a job or part of a job to service technicians. This then appears on their phone so they know exactly where they have to go and what they have to do. As well as recording time and materials, they can also take before and after photos, get the customers’ sign off and email it to them as they walk out the door.

Are you ready to upgrade to Triumph 6.2?

If you are already a Triumph member and want to know how to upgrade to Triumph ERP’s fantastic new features, there are two ways to get in touch:

Phone: 1800 653 545

Email: info@triumph.com.au

5 Signs your business is ready for an ERP system

5 signs your business is ready for an ERP system

It’s late at night, and you’re still stuck in the office, trying to reconcile the day-to-day work processes. You’re having a difficult time keeping up with the order volume and customer satisfaction has been dropping. Your sales forecast has been based on guesswork, rather than precise evidence, and it’s been a long time since you knew the correct quantity of stock which was in your warehouse.

Unfortunately, this scenario can occur when business experience a growth and the former processes are not able to keep up. If you find that your business is experiencing more than a few of these signs, maybe it’s time to invest in an enterprise resource planning (ERP) system. To help stay on top of your business and stay ahead of your competitors, it is important for business owners to seek out the right tools for their market, and investing in an ERP system is no different.

An integrated management system which focuses on the main business processes often in real time, an ERP system collects, stores, manages, and interprets data from all aspects of your business.

Investing in ERP software can help businesses improve their performance and assist with the automation of certain processes within the organisation, making them a worthwhile investment.

Although there is no such thing as a perfect set of rules to identify if your business is ready for an ERP implementation, identifying any issues you are experiencing could be evidence it is time to invest in an ERP system.

1.    You currently have a lot of different software managing different processes

How do your employees record, track, and process information within your company? Do your accounting staff use a system for payables and receivables, and the sales team use another to enter customer orders? Have you found the process of taking the orders and getting them fulfilled and through to accounting a tedious manual process? What about your warehouse team, are they also using a completely different solution to track shipping and receiving?

The problem is, when various front and back end systems are running separately, it can cause major problems on the processes that are meant to ensure your company is running smoothly. Problems can start to occur, such as inaccurate data from sales which can affect inventory management, or not having the latest information from accounting can cause a ripple effect on other aspects of your business, from General Ledger to Job Quoting.

It is with ERP software that these systems are integrated, so that every aspect of a business functionality operates within a single database. This one source of information contains accurate, real-time data, allowing for ERP to break up information confusion, help staff make better decisions quickly, freeing up their time to work on more high-value projects which can help your business grow even faster.

2.    You don’t have easy access to the data and information related to your business

If someone asked you what your average sales margin is, how long would it take you to find out? What about other key performance metrics, like orders per day or sales to date? Companies relying on separate systems and spreadsheets will find that they constantly require updating and need to be reconciled manually.

When your business experiences growth, you will instantly notice the speed of operating becomes faster than it ever was before, which means your employees need immediate access to key data at all times. Through the use of an ERP system, your staff can get the information they need to do their jobs more effectively, such as the business owners getting a holistic view of the business operations at any time, or your sales representatives being able to view a customer’s full transaction history to assist with improving renewal rates while increasing upsell and cross-sell opportunities.  An accurate, fast, and reliable data exchange between departments will assist with the reduction of time spent on duplicate processes and information consolidation, and with an ERP system producing accurate and real-time data, this enables a seamless flow of information across all required departments.

3.    You’re having difficulty and spending too much time with your accounting

One of the first noticeable signs that your company is in need of an ERP system will initially come from your accounting department. Many businesses rely on paper-based invoices and sales orders, causing many hours to be spent every week manually entering the information into different accounting and sales systems. How much time are you actually spending on such tedious tasks that an ERP system can complete in an instant?

The same can be said for financial reporting. If you are finding yourself spending hours consolidating or reconciling financial information across a number of systems and through countless spreadsheets, an ERP system could be what you need to make a significant impact and save you some valuable time. Implementing an ERP system means having all of your financials within a single database, meaning time will not have to be spent cross-posting information, re-keying numbers, or reconciling data manually. This will allow yourself and your accounting team to deliver critical reports without delays and frustration, and offer time for more important tasks.

4.    Your sales and customer experience are suffering

As your business grows, you may find that inventory management starts to become a challenge. Ensuring that the subsequent amount of stock is in the right place at the right time is a vital part of business operations, and inevitably, business success.

When sales, inventory, and customer data are maintained separately, it can produce severe problems across your business. What if you run out of a popular product? This can cause sales to drop until the next shipment arrives. What if a customer calls to inquire about an order, but the employees can’t seem to track the item to see if it is in stock? Customers regularly seek out businesses which can give them the right information quickly, and expect to get their hands on their purchases straight away, therefore, if your company can’t offer the right information upfront, your business can start to develop a poor reputation for reliability and service rather quickly if you can’t keep up with the demand.

Implementing an ERP system into your business will allow for your staff in every department to have access to the same information in real-time, allowing for customer-facing reps to be able to answer customer inquiries without having to hang up the phone or put them on hold to check with another department, meanwhile the warehouse manager can see that stock is getting low and can reorder the stock before it runs out.

5.    Your IT is too complex, time-consuming, and costly

One of the biggest downsides to having multiple systems across your business is that the IT management can not only be a nightmare to handle, but will burn a hole in your pocket in the long term. It can be difficult for businesses to customise these systems, integrating them and maintaining them with patches and upgrades can be complex, costly, and can sap critical time and resources. Rather than adding additional software- and complexity- to an already ineffective, and most likely outdated system, adopting an ERP system can give you the capability to respond to changing business and IT needs rapidly, especially though the use of a cloud-based ERP system.

Using a cloud-based ERP software can increase efficiency and flexibility within your business, allow you to respond to change more effectively, and can slash IT costs. Whether your goal is to optimise your operations, employ leading edge business tools, or maximise your operational efficiency, you can gain the flexibility to manage and grow your business using fewer internal resources and without the installation and hardware investments associated with traditional software packages.

If you are experiencing issues within your business which is causing headaches and frustration, then it may be time to consider implementing an ERP system for yourself. With Triumph ERP, you will be able to manage your information in an efficient and organised manner, gain complete visibility across your organisation and have the assistance to make quick, educated decisions essential to the success of your business. As your business grows, so does its complexity. Triumph ERP has been developed in modules to ensure that we can deliver you a solution that will fit perfectly with your needs today, but also have the ability to adapt to your needs tomorrow.

For more information about how Triumph ERP can help improve your business, click here.