Sales Management

Integrate your entire order-to-cash process with automation that reduces labor — while giving your customers the self-service tools they prefer.

Customer self-service web portal dashboard

Customer Portal and AR Cash Receipts

Give your customers a complete self-service portal: view best sellers, invoice history, print invoices, make payments, and update their account — all without calling your team. On the back end, Centerprism's single-screen AR Cash Receipts Entry lets you match invoices to checks, print a bank deposit, and post to GL in one workflow. Accept check, credit card, or cash simultaneously, and automate remote deposit for faster AR processing.

  • Simultaneous multi-customer cash receipts entry
  • Auto-apply payment by customer
  • Accept check, credit card, or cash simultaneously
  • Automated AR remote deposit processing
  • Attach invoice copies to correspondence automatically
Accountant processing AR cash receipts on dual monitors

Automated AR Collections and Prism Configurator

The Automated AR Collections module gives collectors a single screen to manage past-due invoices: view all activity, previous collection history, customer credit info, and upcoming tasks. Create custom call lists, assign pre-defined callback alerts, and tag invoices to collection activity. For complex product sales, the Prism Configurator builds unique configured products at order entry using unlimited rules-based questions and responses — cutting training time and eliminating order errors.

Related Modules

CRM pipeline in ERP

CRM

Unified customer management built into your ERP — no separate system required.

Learn more
Pricing management screen

Pricing Management

Flexible pricing rules protecting your margins on every order.

Learn more
Commission report document

Point of Sale

Mobile-ready POS connected to your ERP customer and inventory data.

Learn more

Frequently asked questions

Good to Know
The Prism Configurator is a rules-based product configuration tool that builds unique configured products at order entry using unlimited questions and responses — simplifying complex product sales without long training times.
The Centerprism Customer Portal gives buyers a complete self-service dashboard to view invoices, make payments, see best sellers, and update their account directly — reducing inbound calls to your AR team.
Having CRM built into your ERP system can mean up to a 34% improvement in fulfillment rates related to order processing labor efficiencies, based on Centerprism's integration of customer and order data.
See it in action

Sales Management on screen

Best-seller analysis, side-by-side comparison, and order entry as your counter team sees it.

See Sales Management in a free 20-minute webinar