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 Xero 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.