Documents, Searches & Settings
The operational layer that keeps your team informed and your system your own
Most of what Merchanter does happens in the background - and that's the point.
Documents generate and issue automatically as orders progress. Search and filtering tools give your team fast access to exactly the records they need. And system settings let you configure Merchanter around the way your business actually runs.
This page covers the cross-cutting tools that support every other part of the system.
Automatic document generation
Order confirmations, dispatch notes and works orders are created and issued without manual steps.
Targeted document routing
Documents print to the right branch printer or email to the right contact - configured once, applied every time.
System-wide search
Find any order, customer, product or record across the system without knowing exactly where to look.
Documents that issue themselves
When an order progresses in Merchanter, the right documents are generated automatically - no manual creation, no separate print queue to manage.
Order Confirmations, Dispatch Notes and Works Orders are produced at the point they're needed, timestamped and stored against the order. Each document is visible from the Documents tab, with options to view, download or reissue at any point.
When documents are issued, Merchanter routes them correctly by default - printing to the branch printer for the depot handling the order, and emailing to the customer's designated sales contact. Recipients and routing can be adjusted before issue when needed, and individual documents can be toggled on or off within a single issue action.
Every document stored against the order
Documents don't live in a separate folder or filing system - they're stored directly against the order they relate to.
System-generated documents sit alongside any imported documents and note documents attached by your team, all accessible from the same tabbed view. If a customer queries a dispatch or asks for a copy of their order confirmation, the answer is already in the order record.
Search and filter across the whole system
Merchanter's smart search works across the system - customers, suppliers, products, orders and references - without requiring you to navigate to a specific module first.
Within each area, detailed filter panels let your team narrow results by depot, customer, rep, date range, delivery type, financial type, supply status and more. Filters can be applied in combination, giving you a precise view of exactly the records that matter at that moment.
Branch-aware print routing
Works orders and dispatch notes print to the correct depot printer automatically, based on the order's assigned branch.
Email to sales contact
Order confirmations email directly to the customer's designated contact, pulled from the customer record.
Imported & attached documents
External documents - supplier certificates, drawings, delivery photos — can be attached to orders and stored alongside system-generated files.
Configurable settings
System behaviour, user permissions, depot structure, financial types and document templates are all configurable to reflect your business setup.
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Consistent interface across modules
The same tabbed layout, filter logic and document structure applies throughout Merchanter - so your team only needs to learn the system once.
Explore more
Every part of Merchanter is fully connected, ensuring stock, sales, purchasing and finance always work from the same accurate data.
