Streamline Document Automation & Order Management Software

Document automation and order management software helps businesses create, process, track, and manage sales documents and orders from quote through fulfillment. Centerprism connects order entry, customer data, receivables, commissions, reporting, and analytics in one ERP environment, reducing duplicate entry and giving teams real-time visibility into order status, margins, and customer activity.

Centerprism supports end-to-end order lifecycle management, including order entry, customer transaction management, quote-to-fulfillment workflows, product configuration, sales activity dashboards, and integrated CRM. Teams can view sales trends, best sellers, margin performance, receivables, and customer communications without exporting data to separate spreadsheets or disconnected systems.

Yes. Centerprism includes automated receivables and collections management with a customer payment portal, cash receipts dashboard, batch email invoicing, reminders, alerts, custom collection statuses, and email form or letter templates. It also supports integrated credit card processing, helping teams apply payments more efficiently and improve follow-up on past-due invoices.

Centerprism is designed for same-day plug and play installation. The exact rollout depends on selected modules, existing ERP setup, data readiness, and workflow complexity, but the platform is positioned to get teams operational quickly without lengthy spreadsheet-based reporting builds or separate analytics databases for core visibility.

Centerprism is built for industrial distributors, consumer wholesalers, and rental supply companies that need integrated ERP workflows for sales, orders, inventory visibility, receivables, pricing, reporting, and fulfillment. It is especially useful for teams managing complex customer pricing, repeat transactions, custom products, commissions, or high-volume order activity.

PrismView is Centerprism’s real-time analytics tool for Dynamics GP data. It requires no separate database and helps users see sales trends, best sellers, profit margins, and performance rankings without downloading information to Excel. Users can sort, group, or filter fields to create views by item, customer, salesperson, vendor, or margin performance.

Yes. Centerprism includes a rule-based sales configurator that guides order entry teams through a step-by-step Q&A process. It supports product variations such as size, color, type, material, finish, and add-on options, then selects the final product. Configured items can be stocked items, unstocked items, kits, or assemblies.

Centerprism provides an advanced sales commission module that supports custom plans for each salesperson. Commission rates can be set at the item level, with options for tiered rates, salesperson splits, paid-invoice commissions, product spiffs, and sliding depreciation based on aging past-due invoices assigned to a salesperson.