Credit & Margin Controls
Sales can see credit and margin boundaries as orders are agreed, so deals don’t drift outside what the business can support.
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Price Tracking
Quotes are based on what’s actually been bought, sold and agreed - not outdated figures or best guesses.
Faster Order Processing
Customer details, documents and order history are easy to access, so quotes and orders progress without chasing information.
eCommerce Integration
Availability and commitments stay consistent across channels, so online orders don’t undermine what’s happening in the yard or at the desk.
Selling in a merchant business is rarely straightforward
Materials are bought, worked on and sold in different forms. Stock moves between locations. Prices vary by customer and timing.
At first, experience fills the gaps:
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sales rely on memory
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operations make it work
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finance fixes it later
As complexity grows, those gaps widen. What’s on screen no longer matches the yard, and commitments are made without the full picture.
At that point, the problem isn’t people - it’s the system.
When selling reflects reality
When sales are aligned with stock, purchasing and operations, everything changes.
Availability is clear:
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what’s in the yard,
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what’s already committed,
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and what’s still being worked on.
Prices and credit sit within defined limits. Everyone is working from the same picture.
Selling becomes simpler, calmer and more predictable - because it’s based on what the business can actually deliver.
Selling works differently depending on what you trade
Our main customer base may be merchants, but the way Merchanter works extends beyond any single trade. If your business sells, processes or holds stock in similar ways, it’s worth a conversation.
Builders' Merchants
Builders don’t always buy the way stock is held.
Merchanter lets your team sell by unit, pack, pallet or quantity without slowing down or second-guessing availability. Quotes stay clear, totals stay accurate, and customers get answers fast at the counter or on the phone.Sell confidently without giving margin away.
Sales teams can see credit status and margin rules in real time, so they know when they can proceed, when to adjust, and when to escalate. That avoids awkward back-and-forth and keeps deals moving without unnecessary delays.No two trade customers buy the same way.
Merchanter supports customer pricing, quantity breaks, agreements and schedules, so repeat customers get the right price automatically. That means faster quoting, fewer disputes, and more repeat business.Never lose a sale because the wrong branch was checked.
Sales staff can instantly see what’s available where, and offer alternatives if stock is held elsewhere. Orders can be fulfilled from another branch without leaving the system or promising what can’t be delivered.Small extras add up.
When creating orders, Merchanter makes it easy to spot related or commonly purchased items, helping staff suggest sensible add-ons without slowing the transaction. Helpful, not pushy and better for margin.The quicker the quote, the quicker the sale.
Quotes can be raised, adjusted and converted to orders without re-keying or juggling spreadsheets. Customers get answers while they’re still engaged, not after they’ve called somewhere else.
Timber Merchants
Sales can see exactly what’s inside a pack including lengths, pieces and certification - before committing to an order.
That makes it easier to quote from packs without guessing what’s left or what’s already been used elsewhere.Different lengths can be quoted and sold on the same order without splitting lines or creating workarounds.
Sales can agree what the customer needs in one conversation, without losing clarity around availability.Customers can buy in the terms that make sense to them - imperial or metric - without sales having to convert figures by hand.
Quotes stay clear, and what’s been agreed still lines up with stock and commitments behind the scenes.Milling, treatments and other processing are handled as part of the order, not bolted on later.
Sales can quote accurately for finished material, with costs and pricing agreed up front rather than corrected afterwards.FSC and PEFC status is clear when quoting, so sales don’t need to check separately or make assumptions.
That avoids rework later and keeps commitments clean for customers who need certified material.
Plumbing & Heating Merchants
Heating and plumbing products aren’t always sold one at a time.
Merchanter lets your team sell by unit, pack, kit or project quantity, so installers get what they need in the format that makes sense. Quotes stay clear, totals stay accurate, and conversations don’t stall over conversions or rework.Trade customers expect their price to be ready.
Merchanter automatically applies customer-specific pricing, agreements and quantity breaks, so repeat customers get consistent pricing without negotiation every time. That speeds up sales and builds trust with installers who buy from you week in, week out.Avoid awkward conversations after the order’s written.
Sales teams can see credit status and limits instantly, allowing them to proceed confidently or adjust before issues arise. That keeps the sale professional, reduces friction, and avoids last-minute problems that delay fulfilment.Don’t lose the job because one branch is short.
Merchanter shows what’s available across branches in real time, so staff can offer alternatives, split fulfilment, or source from another location while the customer is still on the line.The small extras matter.
When creating orders, Merchanter helps surface related products and common add-ons, making it easier to suggest fittings, consumables or accessories installers often forget. Helpful prompts lead to bigger baskets without slowing the sale.When installers are waiting, speed wins.
Quotes can be created, adjusted and turned into orders quickly, without rekeying or switching systems. That means fewer delays, fewer mistakes, and more sales secured while the customer is still engaged.
Metal Stockists
Quote steel by weight, length, bar, plate or tube without conversions or guesswork. Sales can work in the language customers use, while Merchanter keeps pricing and commitments accurate behind the scenes.
Add cutting, drilling or other processing straight onto customer orders. Costs and margins are visible at the point of sale, so nothing gets missed and every job is priced properly.
Attach Mill Test Certificates to stock and orders so certification follows the sale automatically. Certificates can be emailed with despatch, removing delays that slow orders or cause disputes.
Handle negotiated rates, quantity breaks and pricing schedules without slowing quotes down. Sales stay competitive while margin control remains intact.
See availability across sites and fulfil orders from the best location to secure the sale. Your sales team isn’t limited by what’s physically in front of them.
Get notified when customers approach credit limits, buying patterns change, or stock risks affecting open orders appear — so sales conversations happen earlier, not after problems arise.
