Complete Contact ERP Business

Add multi-entity operations, approvals and advanced sourcing controls for serious scale.

Best For

Multi-warehouse or multi-entity distributors
Teams needing approvals for quotes, POs, and sales orders
Organizations centralizing requirements distribution and RFQ broadcasting

What You Get

Everything in ERP Premium
Multiple companies + multiple warehouses support
Approval systems for POs, quotes and sales orders
Prospects pool + requirements distribution pools
RFQ broadcast + queueing tools to manage volume
Auto-sourcing + account performance insights

Feature availability follows the CCERP Comparison Matrix for ERP Business.

General Features

Account Industries: Tag accounts by industry to segment outreach, reporting, and territory focus.
Account Products: Track product focus per account to prioritize stocking, sourcing, and targeting.
Fraud Tracking: Flag risky accounts/vendors to reduce bad orders and improve compliance.
Flexible Configuration Settings: Tune key settings to match your workflow without heavy customization.
Attachments: Attach PDFs, images, and documents to records so teams always have context.
Multiple Currency: Work in multiple currencies for international customers and vendors.
QBO Integration: Connect with QuickBooks Online to reduce double-entry and speed reconciliation.
Storage Encryption: Add storage encryption to better protect sensitive business data.
Multiple Companies: Run multiple companies in one system with cleaner separation and reporting.

Purchasing

Line Card Tracking: Track line cards and authorized lines so sourcing stays aligned with your relationships.
Franchise Tracking: Record franchises/authorized statuses to support compliant quoting and vendor selection.
Vendor Groups: Group vendors by type, region, or reliability for faster RFQ targeting.
Import Vendors: Bulk import vendors to build sourcing coverage without manual entry.
Import Offers: Import vendor offers to speed sourcing and compare availability/pricing.
Bank/Trade References: Store bank/trade references to support vendor onboarding and risk checks.
Email Templates for Vendors: Standardize RFQ/vendor communications to improve response rates.
Expediting Management: Track expediting tasks and vendor follow-ups to prevent late shipments.
OemSecrets Integration: Integrate OEMSecrets to enrich sourcing and availability checks.
PartsBase Integration: Integrate PartsBase to expand sourcing and speed supply discovery.
Vendor Approval System: Approve vendors before buying to reduce risk and enforce standards.
Auto Sourcing System: Automate sourcing steps to speed responses and reduce repetitive work.
Online Response to RFQ: Enable online RFQ responses to speed vendor replies and reduce manual work.
PO Approval System: Require PO approvals to control spend and enforce purchasing policies.
Blocked Vendors: Block vendors to prevent accidental buys from disallowed sources.
RFQ Broadcast Management: Broadcast RFQs to the right vendors quickly to improve hit rate.
RFQ Queueing System: Queue RFQs to handle volume and keep sourcing organized.

Automation Features

Import Queueing: Queue and manage imports to keep large uploads organized and controlled.
Auto Notification of PO Price Review: Trigger alerts when PO pricing needs review to protect margins.
Auto Notification of Quote Price Review: Get notified when quote pricing should be reviewed before sending.
Email Templates for Expediting: Use expediting templates to chase confirmations and keep orders moving.
HubSpot Integration: Sync key data with HubSpot to align marketing, sales, and account activity.
Klaviyo Integration: Connect to Klaviyo for targeted email marketing and lifecycle messaging.
Quick Edit Detail Panels: Edit key record details quickly to reduce clicks and speed processing.
WebReqs System: Capture web-submitted requirements and route them into your workflow.
Email Templates for WebReqs: Respond to web requirements with templated messages and fast follow-up.

Warehousing

Import Inventory: Import inventory to get stock visible and searchable immediately.
Import Excess: Import excess inventory lists to monetize stock and respond to buyers faster.
Advance Allocation Management: Allocate available stock to demand to reduce oversells and improve fill rates.
Basic Receiving: Log receipts quickly so inventory is accurate from the moment it arrives.
Shipping / Invoicing Consolidated Screen: Work shipping and invoicing from a single consolidated view to reduce errors.
Shipping Notes: Add shipping instructions and special handling notes for consistent fulfillment.
Stock Audit Trail: Maintain a clear audit trail of stock changes for traceability and accountability.
Stock Batch Tracking: Track inventory by batch to support traceability, quality checks, and returns.
COO Tracking: Record country-of-origin details to support compliance and customer requirements.
Date Code Tracking: Track date codes to meet customer specs and reduce returns.
Lot Code Tracking: Capture lot codes for stronger traceability across receipts, shipments, and RMAs.
SN Tracking: Track serial numbers when needed for high-value or regulated parts.
Cert# Tracking: Track certification numbers to link documentation to shipments and inventory.
Deliveries, Warranty, Certs and Traces Lists: Quickly access delivery, warranty, cert, and trace lists for customer requests.
RoHS Tracking: Track RoHS status to quote confidently and avoid compliance surprises.
Part Condition Tracking: Record part condition grades so quotes match what you can deliver.
Counterfeit Tracking: Log counterfeit-related flags to protect customers and reduce risky buys.
QC Full View: Get a fuller quality-control view for inspections and receiving decisions.
Shipping Account Tracking: Track shipping accounts to simplify billing and reduce carrier confusion.
Stock Management: Manage stock levels and availability with stronger controls and visibility.
Customer RMA Management: Manage customer RMAs with traceability, documentation, and status tracking.
Discrepancy Management: Track receiving/shipping discrepancies to resolve issues faster.
Email Templates for Shipping Notifications: Send consistent shipping notifications to customers and stakeholders.
Import Consignments: Import consignment inventory to keep customer-owned stock visible and controlled.
Import Stock: Import stock lists to accelerate updates and keep availability current.
RMA Requests Management: Track RMA requests end-to-end so nothing gets lost in email.
Vendor RMA Management: Manage vendor RMAs with clear statuses, documentation, and accountability.
Consignment Management: Manage consignment inventory lifecycle with clearer ownership and visibility.
Multiple Warehouses: Support multiple warehouses with accurate availability and allocation.

Sales

Contact Groups: Organize contacts into groups for faster outreach, ownership, and activity tracking.
Contact Ratings: Rate contacts to quickly identify champions, decision makers, and high-value relationships.
Notes: Capture call notes, deal context, and next steps directly on accounts and contacts.
Consolidated Part Search: Search parts across records from one place to answer RFQs faster and reduce duplicates.
Import Contacts: Import contacts in bulk to onboard customers quickly and keep data standardized.
Import Reqs/BOMs: Import requirements/BOMs to turn spreadsheets into quote-ready opportunities.
AOG Tracking: Flag AOG/urgent requests to prioritize response time and expedite sourcing.
NSN Tracking: Store NSNs for defense-related parts to improve search and accuracy.
NIS Tracking: Track NIS identifiers where relevant for specialized part lookups.
Obolete Tracking: Track obsolete statuses to guide alternates and set customer expectations.
Email Templates for Contacts: Use consistent email templates for faster outreach and fewer mistakes.
Email Templates for Quotes: Send quote emails with standardized wording, terms, and formatting.
Email Templates for Requirements: Reply to requirements quickly with consistent messaging and calls-to-action.
Scheduled Calls: Schedule calls and reminders so follow-ups happen on time, every time.
Alternate Part Number Tracking: Track alternates to quote faster when the exact part is unavailable.
Contact Call Lists: Build call lists to prioritize outreach and keep reps focused on the right accounts.
Email Templates for Call Lists: Send structured call-list follow-ups with templated messaging.
House Accounts: Use house accounts to manage internal/house activity cleanly and consistently.
Import Quotes: Import quotes in bulk to speed onboarding and migration from other tools.
Multi Billing Addresses: Store multiple billing addresses to support complex customer structures.
Multi Shipping Addresses: Store multiple ship-to addresses for faster order entry and fewer shipping errors.
Account Performance: Measure account performance to focus time on the relationships that drive profit.
Prospects Pool: Centralize prospects in a pool so reps can work and claim opportunities.
Quote Approval System: Add quote approvals to protect margins and ensure compliance.
Requirement Distribution System (Pool): Distribute requirements via pools to balance workload and speed quoting.
SO Approval System: Require sales order approvals to reduce risk and enforce terms.