Customer Relationship Management for Wherefour ERP

Customer Records & Contact Management

Wherefour lets you maintain detailed customer profiles, including:

• multiple contacts and addresses per customer
• payment terms and delivery instructions
• salesperson tracking and customer history

This functions as light CRM, helping you manage orders, communication details, and fulfillment preferences from within the system.

Order Capture & Management

• Create and manage quotes and sales orders directly within the platform
• Orders automatically record product, quantity, pricing, and customer details
• Clearly track order status, fulfillment progress, and shipment history

Pick & Ship Support

• Generate pick lists and shipping manifests, including support for full or partial shipments
• Customize manifest layouts with barcodes or graphics to match your warehouse workflow

Pricing & Promotions

Wherefour supports flexible pricing strategies:

• Custom pricing per customer
• Volume-based or calendar-based promotions and surcharges
• Order cutoff times and special pricing models for frequent buyers