Sales Management
Customer portal, single-screen A/R cash receipts, and commission plans that can be straight, tiered or varied by item, class or category — payable on paid invoices only, or depreciated as invoices age past due.
Two-page PDF overviews of every part of the system — download any of them, no form required.
Filter by solution area, or download the whole set. Every file opens in a new tab.
Showing all 18 datasheets
Customer portal, single-screen A/R cash receipts, and commission plans that can be straight, tiered or varied by item, class or category — payable on paid invoices only, or depreciated as invoices age past due.
Contact management that reaches past sales into Field Service, Shipping, Warehouse, Customer Service, A/R Collections and Purchasing — fully integrated to the ERP on a single database, with no data migration or configuration.
Promotional campaigns, customer contract plans, rebates and special pricing managed down to the item and customer level, using manual, margin, markup, discount, list and cost-plus calculation methods.
A mobile-ready, touch-screen web POS that installs on virtually any remote device — ideal for trade shows, events and in-house showrooms. Barcode ready with UPC capture, PCI compliant card processing, self-service kiosk and loyalty programs.
One Order Entry screen with fifteen access tabs, multiple simultaneous transactions, and drill-down into customer sales history, item availability and vendor detail. PrismView™ sales history views group, filter and compare side by side.
Prism Forecaster™ predicts stock requirements from sales history, vendor lead time, safety stock, item popularity and customer buying patterns. Catalogs, alternates, complementary items, kits and assemblies extend the item record.
Purchase Plan Configurator, Order Point Calculator, Purchase Advisor and the PrismReq™ requisition tool work together to hold enough stock to meet customer demand while eliminating overstock and reducing vendor costs.
A turn-key web store and customer portal built straight onto your ERP database. Item updates and price changes reflect online instantly, and customers shop 24/7, save carts, track order status and reprint invoices themselves.
A straightforward, customizable production solution for small business: Work in Progress quality control, custom production stages, planning and scheduling, and Bill of Material assembly monitoring from raw materials to finished goods.
Rental items live in their own catalog with hourly, daily, weekly, monthly and overtime rates, serial number tracking, repair history and depreciation. Rental Order Entry adds reservations, damage waivers and periodic billing.
AR, AP, bank reconciliation, fixed assets and general ledger through a redesigned interface over Microsoft Dynamics GP, with SSRS report writing and multi-tab PrismDashboard KPIs built into every module.
The proprietary spreadsheet view of your SQL database, built into inquiries, searches and lists across nearly every module. Covers PrismGroup™, Field Chooser™, Prism Filter™, Prism Summaries™ and PrismEdit™.
Invoice capture, multi-step rules-based approval workflows and single-screen GL account coding for accounts payable. Ships with ten pre-defined PrismViews including Payables Due, Payments Applied, Cash Requirements and Aging.
Payroll with benefits management, employee performance, a self-service portal and an integrated timeclock. The tax compliance module pairs PrismView™ with over 250 queries to prevent, find and resolve wage and tax variances.
Turn-key scheduling, dispatch and work order entry tied to custom service agreements that manage customer equipment. Parts, technicians, attachments and web links attach to work orders and bill through the integrated financials.
PrismCount™ wireless physical inventory and PrismStock™ wireless receiving run on Android, Apple and POS smart scanners — with bi-directional scanning, wave picking, auto order allocation and simultaneous stock counts.
A native mobile app that links to your existing site without complex configuration or integration work, plus mobile intelligent push messaging and a mobile web store with shop, share, analytics and camera functions.
Tool and equipment repair running against the same inventory: serial number tracking through the whole life of the unit, service tags with QR labels, work orders, repair status and partial invoicing.
Most of the files above were last revised in 2022 — payables automation in 2024, tool repair in 2026. Centerprism ships enhancements continuously, so several modules now do more than their PDF describes. Refreshed datasheets are in progress.
If you need current specifications for a particular module, the quickest route is a live walkthrough: book a demo, or call 1.800.814.6631 and ask for the module by name.
Request a DemoA PDF only goes so far. Book the free 20-minute webinar and watch PrismView™, forecasting and order entry work on real distribution data.