Margin and stock on the quote
Current cost, price and what is available sit on the quote itself. You see the margin and the date you can deliver before you commit to either.
You see the margin before you say yes.
Price, current cost and available stock on one screen, so every quote goes out at the margin you meant. Quote, order, delivery and invoice from one record, with web shop, POS and EDI orders in the same stock and ledger.
Covers Sales & CRM, E-commerce & POS, Service & Projects and EDI
Quote, order, delivery and invoice from one record, keyed once.
One record from quote to cash
The quote becomes the order, the delivery and the invoice without re-keying. Customer history, open orders and overdue balances are on the same screen as the deal.
Web shop, POS and EDI in the same system
Online, counter and retailer EDI orders arrive in the same stock and ledger as the orders your team key, so availability and accounts are right across every channel.
Service jobs closed from the van
Engineers see the job, parts and customer on their phone, record the work and close it on site. The invoice is ready the same day and every job shows its profit, not just its invoice.
CRM
Every customer, the whole picture.
CRM sits in the same system as stock, orders and accounts, so sales see what the customer buys, owes and has on order before they pick up the phone.
One view of the customer
Contacts, quotes, orders, invoices and balances on one screen. No switching between systems to answer a question.
Pipeline you can trust
Track every opportunity from first call to order, with values and stages your whole team can see.
Activity in one timeline
Calls, emails, meetings and notes are logged against the customer, so anyone can pick up where a colleague left off.
Quote to order in one step
Win the deal and the quote becomes the sales order, with stock and pricing already checked.
Pricing
The right price for every customer, every time.
Set your pricing rules once and they apply to every quote and order, whether it is entered in the office, on a phone or through your web shop.
Price lists
Run separate lists for trade, retail, export or any customer group, in any currency, with effective dates so price rises go live on the day.
Customer-specific prices
Agreed prices for key accounts are applied automatically, so no one has to remember a deal or look it up.
Volume breaks and discounts
Reward bigger orders with quantity breaks and discount rules by item, group or customer.
Multi-channel selling
Sell everywhere, from one stock pool.
Online, in store, through retailers or on the road, every order lands in the same system against the same stock, prices and customers.
E-commerce
Shopify and WooCommerce orders flow straight in, and stock levels and prices sync back to your shop automatically.
Retail and POS
Tills run on the same stock and customer records as the warehouse, so every branch sees what is available.
Wholesale and EDI
Retailer orders arrive by EDI, and dispatch notes and invoices go back the same way, with no rekeying.
Field sales
Reps take orders on a phone or tablet at the customer, with live stock and the right price list.
Common questions about sales in Enterpryze
Does Enterpryze include a CRM?
Yes. Contacts, activities, quotes and the pipeline sit alongside orders and invoices, so the sales team and finance look at the same customer record.
Can it take orders from a web shop or EDI?
Yes. Web shop, POS and EDI orders land directly in Enterpryze as sales orders, drawing on the same stock and posting to the same ledger as everything else.
Can we set customer-specific prices and discounts?
Yes. Price lists, customer-specific pricing and discount rules are applied automatically on the quote, with the resulting margin shown before you send it.
Does a sales order reserve stock?
Yes. Confirmed orders are allocated against available stock, so the next quote sees what is really left and promised dates hold.
Customer story
Real time scheduling for engineers, replacing email. Engineers and the office work from the same live information.
Winterhalter, field service Read the full storySee it running on your orders.
A demo built around how you quote, sell and deliver, not a generic tour.
- 30 minutes, on your processes
- Pricing explained, no surprises
- Reply within one working day