top of page
Dark Steel Sheet.avif

Trade & Retail Sales

Serve customers faster. Get paid sooner.

Trade and retail sales need to be quick, accurate and friction-free.

Built for busy trade counters, showrooms and retail environments, Merchanter gives your team the tools to create quotes, process orders, take payments and manage customer accounts without slowing things down.

From counter sale to invoice and payment  all in one connected flow.

management.png

Fast sales

Create quotes, cash sales or account orders in seconds, even during peak counter hours.

cost-book (1).png

Flexible payments

Track material, labour and process costs at every stage so margins are always clear and protected.

target.png

Clear margins

See pricing, discounts and margin live as orders are created, so nothing slips through.

Sales Order Flow Branded.png

A clear, structured sales process from start to finish

Every sale follows a defined journey, from quote or draft order through to allocation, picking, dispatch and invoicing.
 

Each stage updates stock, financials and customer records automatically, so nothing gets missed and your team stays aligned.
 

  • Consistent process from start to finish

  • Clear stages your team can follow

  • Automatic updates across stock and finance

  • Full visibility at every step

Fast, simple sales at the counter

When customers are waiting, speed matters.

Find or create customers, build orders and take payments without switching systems.

  • Quick customer lookup or creation

  • Fast order building and processing

  • Simple workflows your team can follow

  • Search and filters to keep things moving
     

From quick collections to complex orders, everything stays fast and consistent.

Basket.png
New Sales Order.png

Flexible order types

Create quotes, sales, bulk and repeat orders from one consistent interface.

Set customers, contacts, delivery and payment details in one place, so your team can move quickly without second-guessing anything.

  • All order types in one workflow

  • Customer, delivery and payment set upfront

  • Consistent process across every sale

  • Pricing, credit and history applied automatically
     

Less friction, fewer mistakes, and faster order handling at the counter.

Take payment your way, with full visibility

Handle card, cash and account payments in one simple workflow.

Take payments at the counter, allocate them instantly and keep track of balances in real time.

No switching systems, no missed transactions.

  • All payment types in one place

  • Instant allocation to customer accounts

  • Live visibility of balances and invoices

  • Integrated, accurate processing
     

Better cash flow, less admin, and a clearer picture of your business.

studies.png

Quick customer search

Find or create customers instantly at the point of sale.

list.png

Multiple order types

Handle quotes, cash sales, bulk orders and repeats from one screen.

dataphone.png

Integrated payments

Process card, cash and account payments within the system.

speed.png

Live margin visibiity

See margin impact as pricing and discounts are applied.

process (1).png

End-to-end flow

From order to invoice to payment, everything is connected.

stock (3).png

Live stock visibility

Track available, allocated and incoming stock in real time.

Explore more

Every part of Merchanter is fully connected, ensuring stock, sales, purchasing and finance always work from the same accurate data.

Customers, Suppliers

& Contacts

Inter-Branch Trading

Trade & Retail Sales

Milling & Processing

Purchasing & Forward Contracting

Reporting & Analytics

Stock Control

Products

Transport Management

Financials & Payments

Documents, Searches

& Settings

eCommerce &

Online Marketing

Dark Steel Sheet.avif

Start with a conversation

The best place to start is a short conversation about how your business runs today.


Book a call to review your processes and decide whether Merchanter is the right fit.

bottom of page