Complete Contact ERP Premium

Enterprise-grade controls, security and integrations for high-volume teams and regulated workflows.

Best For

Large teams with strict vendor controls and final approvals
Companies requiring EDI and identity/security integrations
Organizations tracking true OEM vendors and enforcing buying policies

What You Get

Everything in ERP Business
B2BE EDI integration
DUO integration for stronger access security
Final sales order approval + vendor restriction controls
True OEM vendor tracking
Dedicated account and sales-rep buyer roles

Feature availability follows the CCERP Comparison Matrix for ERP Enterprise.

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.
DUO Integration: Add DUO integration for stronger authentication and access control.

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.
Dedicated Account Buyer: Assign dedicated buyers per account to improve accountability and service.
Dedicated Sales Rep Buyer: Align buying with sales ownership by assigning buyers to sales reps.
True OEM Vendor Tracking: Track true OEM vendors to strengthen compliance and sourcing confidence.
Vendor Restriction System: Restrict vendors by policy to enforce approved sourcing rules.

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.
B2BE EDI Integration: Integrate B2BE EDI to automate document exchange with partners.

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.
Premium Accounts: Designate premium accounts to prioritize service and workflow handling.
SO Final Approval System: Add a final approval checkpoint for sales orders before release.
UI Accounts: Use UI accounts to support specialized account handling workflows.