Customers, Suppliers & Contacts
Structured relationship control inside your ERP
In a merchant business, customer and supplier records determine far more than contact details.
They shape credit exposure, pricing accuracy, margin visibility and purchasing discipline.
Merchanter brings customer, supplier and contact management directly into your ERP system - so sales, finance and purchasing teams work from the same live, structured information.
Customer performance
Live sales, margin and credit exposure in one screen.
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Supplier control
Structured purchasing relationships linked to products.
Contact clarity
Defined roles across sales, finance and buying teams.
Customer Accounts
Live trading visibility with credit and performance in context.
Customer records show how the account is operating right now - including open and allocated orders, delivery details, account status and sales history.
Credit limits and exposure sit alongside performance, so decisions are made with full context.
Live Customer Visibility
View live orders, status changes, supply dates, delivery types and rep allocation from a single screen. Month-to-date, year-to-date and 12-month performance sits alongside credit position and finance type.
Activity history is recorded in a structured timeline, showing who made changes and when. If questions arise, the answer is already there, speeding up resolution when issues occur.
Custom Attributes & Structured Data
Every merchant business structures accounts slightly differently.
Merchanter allows you to add custom attributes to customers, suppliers and products so reporting reflects your operational structure.
Use custom fields to define customer groups, sector classifications, risk categories or internal reporting flags. Filtering and segmentation then follow the same logic your business uses day to day.
The system adapts to your structure - not the other way around.
Certification & Compliance
Merchanter stores FSC, PEFC and other scheme certificates against each supplier. Certification level, product type, validation status and expiry dates are visible at a glance.
Filtering by supplier, scheme or status makes it easy to review compliance across the business.
Purchasing decisions are made with confidence because certification is visible before orders are placed.
Adding a New Customer Record
New accounts follow structured formats with mandatory fields, maintaining data discipline from day one.
Credit Status & Account Types
Cash, credit and parent-child structures are clearly defined, with credit limits visible during trading.
Multi-Depot Control
Customers and suppliers can be linked to specific depots, ensuring local control without losing group oversight.
Role-Based Permissions
Access and editing rights can be restricted by role, protecting sensitive information.
Reporting & Filtering
Search and filter by depot, rep, country, classification or status for clearer management oversight.
Explore more
Every part of Merchanter is fully connected, ensuring stock, sales, purchasing and finance always work from the same accurate data.
