Orders

Create Estimates, Sales Orders, Invoices and Purchase Orders. Add existing items easily or create new ones on the fly as needed. Manage the order throughout its lifecycle, from Estimate to Sales Order to Invoice.

Items

Create items and group them with Item Groups. Catalog an Item's SKU, Description, Image, Category, Warranty, Brand, Supplier-specific costing, and more.

Inventory

Track inventory in multiple warehouses and transfer items between them. Track stock levels and get alerts when they run low.

Customers

Manage companies and contacts easily. View past orders, see prior customer chats, and manage customer credits in a streamlined interface.

Suppliers

Manage all of your suppliers in one easy view. Keep track of Supplier account numbers, and limit suppliers to specific Item categories as needed. Suppliers appear in the Items module for specific pricing and Supplier SKUs used on Purchase Orders.

Calendar

Create appointments, send customer reminders via text messages, and track the entire lifecycle from Appointment creation to confirmation to arrival. Easily create Estimates, Sales Orders, and Invoices from an appointment with just a click.

Documents

Centralized document storage is essential to running a paperless operation. Access attachments from across the entire platform in a single interface.

Logistics

Manage Purchase Orders from creation to acknowledgement to receiving. Automatically adjust inventory when orders arrive for accurate inventory management.

Accounting

View invoices with payments due, track customers' overdue payments, and check the amount owed for a given customer. Manage customer credit limits, amounts owed, and payments made in our streamlined accounting interface.

Reporting

Generate beautiful reports for onscreen viewing or sharing via Email, Text Message, or web link. Customize report parameters and save reports for 1-click access in the future. ConvergentERP includes a variety of standard reports including: Sales Summary/Detail by Item or Customer, A/R Aging by Customer, Employee Time Clock Summary/Detail, and Supplier Costing.