Sales & Order Management Features Instant Quote Retrieval - Quickly pull up saved quotes to respond faster and close more deals. Live Stock View - See real-time stock levels while creating orders — no guesswork. Integrated Milling & Processing - Add value-added services directly in the sales order. Stored Delivery Addresses - Speed up entry with saved delivery locations for repeat customers. Multi-Currency Sales - Handle international sales with built-in currency support. Forward Order Linking - Connect sales to future stock so large jobs run smoothly. Raise Purchases from Sales - Create linked purchase orders instantly — no rekeying. Smart Pricing Rules - Apply pricing based on customer, quantity, or delivery method. Flexible Unit Pricing - Switch between units (e.g. per metre, pack) in a click. Spec-Based Quantity Entry - Input quantities by length, thickness, or weight. Sell by Pack or Piece - Sell whole packs or break down to individual items. Track Milled Order Status - Monitor milling and processing at a glance. Retail & Trade Counter Sales Barcode Scanning - Quickly identify products and customers for faster checkout. Flexible Payment Options - Accept multiple tender types in a single transaction. Receipts or Invoices - Choose between a simple till receipt or a full VAT invoice. Payment Provider Integration - Connect to your card machine for seamless transactions. Customer Relationship Management (CRM) Task & Reminder Tracking - Stay on top of calls, follow-ups, and key actions. Customer List Management - Group customers for marketing, sales, or credit control. Multiple Contacts per Account - Easily manage different contacts at the same company. Detailed Notes History - Log notes by contact and topic for clear communication. Smart Search & Filters - Find customers by credit status, sales rep, or location.

Purchasing Features Auto-Fill Negotiated Prices - Retrieve supplier pricing instantly — no need to check elsewhere. Live Stock with Forward Orders - See current and incoming stock while placing orders. Suggested Reorder Reports - Get smart prompts on what to order, when, and how much. Supplier Product Lookup - Quickly find the right items from your supplier catalogue. Simple Pack & Quantity Entry - Order by unit, pack, or spec — whatever suits your products. Auto Back Order Creation - Short delivery? Back orders are created automatically. Live Supplier Web Links - Jump straight to supplier websites from your ERP screen. Sales & Usage Trend Reports - Buy based on performance, not guesswork. Importing (Forward Contracting) Multi-Currency Contract Support - Manage global contracts with accurate currency tracking. Call Off from Bulk Contracts - Call off stock with added on-costs in any currency — actual or budgeted. Smart Cost Apportioning - Spread costs by volume, weight or value for accurate margins. Link Contracts to Sales Orders - Tie incoming stock directly to customer demand. Multiple Shipments per Contract - Track staged deliveries against a single contract. Bill of Lading Tracking - Assign and monitor B/L numbers for each shipment. Arrival & Delay Reporting - Stay ahead of schedule with ETA and late delivery reports. Complete Shipment Docs in One Place - Create documents for shippers, mills, hauliers, quays and customers from a single job.

Stock Control Features Flexible Stock Detail Levels - Track each product at the level of detail that works for your business. Custom Tracking by Product Type - Control timber by length, steel by weight, or sheets by unit — you decide. Sales & Usage Recording - Understand what’s moving, what’s not, and why. Multiple Barcodes per Product - Support variants and simplify scanning across brands and formats. Milling & Value Added Processing Add Processing to Orders - Easily apply milling or services, automatically adjusting cost and price. Mill & Return Off-Cuts - Track both finished products and usable off-cuts for accurate stock control. Mill Usage & Cost Reporting - Analyse milling performance, cost recovery, and processing impact. Stock Take Features Flexible Stock Counts - Run full or spot checks whenever needed — no disruption. Location-Based Counting - Count stock by bay, bin or warehouse for better accuracy. Minimal Downtime - Resume trading immediately after each count is completed. Quick Handheld Entry - Use handheld terminals to speed up counting and reduce errors. Barcode & Pack Scanning - Scan products or entire packs for fast, accurate updates.

Invoicing Features Automatic Price Checks - Flag missing prices, costs or low margins before invoicing. Detailed Audit Trail - Track invoice changes in full or highlight only exceptions. Flexible Batch Invoicing - Generate invoices daily, weekly or monthly — your choice. Instant Invoice Creation - Raise and send invoices on the spot when needed. Proforma Invoicing - Send proformas easily for upfront payment or approvals. Cash on Delivery (COD) Support - Manage COD sales with built-in invoicing options. Financials (via QuickBooks Integration) Real-Time Financial Reporting - Track cash flow, profit and performance with up-to-date dashboards. Live Bank Feeds & Reconciliation - Automatically import and match transactions for faster month-end. Purchase Invoice Management - Log, track and approve supplier invoices in one place. Simple Sales Invoicing - Raise and send branded customer invoices in seconds. Aged Receivables & Payables - Stay on top of what’s owed — and who you owe. VAT Returns & MTD Compliance - Submit VAT returns directly to HMRC with Making Tax Digital support. Multi-User Access - Share access securely with your finance team or accountant. Cloud-Based & Secure - Access your accounts from anywhere with peace of mind. Optional Payroll, Expenses & Project Tools - Extend functionality with built-in add-ons.

Reporting Features Built-In Visual Reports - See trading performance clearly with embedded charts and dashboards. Drill-Down Reporting - Click through summaries to uncover the full detail behind the figures. Organised Report Directory - Easily find, view, print, or export the reports you need. Flexible Export Options - Download reports to Excel, Word, PDF or CSV for easy sharing and analysis. Scheduled Data Refresh - Keep reports current with automatic data updates. Automated Report Printing - Set key reports to print at regular intervals without manual input. Email Distribution - Automatically send reports to your team or customers by email. Email-Based Report Requests - Trigger reports simply by sending an email — no need to log in. Alerting & Live Business Monitor Automate business processes: • Email order confirmations automatically • Print welcome letters for new accounts • Remind customers or reps about active promotions • Follow up on quotes without manual tracking Alert on business situations, such as: • Get low stock warnings before you run out • Notify reps of changes to customer credit status • Flag underperforming sales early • Alert managers to low-margin orders instantly • Identify dormant customers ready for re-engagement • Notify teams when goods arrive to fulfil open orders

Utilities & System Tools • User Permissions by Role & Location - Control access and editing rights based on user seniority and depot. • Smart Field Controls - Use copy/paste functions and clickable links for faster workflows. • Notes & Document Archiving - Store all communications and documents - both sent and received - in one place. • Auto Document Recognition - Automatically receive and file incoming documents from suppliers or systems. • Flexible Data Export - Export data to Excel, Word or any OData-compatible software for deeper analysis. • Online Knowledge Base - Access help articles and guides whenever you need them. Communication & Connectivity • Print Multiple Documents per Job - Send delivery notes, labels, and invoices all at once. • Multi-Printer Support - Print different documents to different printers automatically. • Email Documents Instantly - Send quotes, orders, and invoices directly from the system. • Data Exchange via XML & EDI - Import and export structured data to streamline external processes. • Send SMS Alerts - Use text messaging for order updates, alerts, or internal comms. • API Connectivity - Easily link Merchanter with third-party systems for full integration.