BME provides a fully integrated CRM and customer management environment, giving teams a clear view of prospects, customers, contacts, communications, opportunities, quotations, and ongoing activity in one place. Multiple customisable sales pipelines allow businesses to reflect different sales processes and workflows, rather than being forced into a single fixed approach.

Customer-specific pricing and discounts can be managed within the platform, while tiered discount groups provide a structured way to apply broader pricing policies across selected customers. Customer-owned product can also be stored and tracked within inventory, supporting third-party logistics (3PL) and other customer-specific stockholding requirements.

Because this information sits within the wider platform, users can move seamlessly from relationship management into sales orders, projects, support, and finance without re-entering data or relying on disconnected systems. A timeline is also available across every module, helping users see activity, communication, and progress in context. This improves visibility, supports better customer service, and helps build stronger commercial control across the customer lifecycle.

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BME provides a powerful quotation environment designed to help businesses create detailed, professional, and commercially controlled proposals. Quotations can include graphics, extended custom descriptions for individual line items, template-based formats, and overall discounts, allowing each proposal to be tailored to the opportunity while maintaining consistency and presentation quality.

Multi-currency support allows quotations to be created in currencies other than the base currency and switched between the two as required, while discount controls help ensure sale prices do not fall below defined minimum values.

Because quotations sit within the wider platform, they remain linked to the customer, inventory, and next stages of the commercial process, allowing progression into sales orders or, where appropriate, direct invoicing. Quotations for multiple shipments can also be created, and supporting documents can be stored against them to keep all relevant information connected in one place.

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At the heart of BME is the Sales Order module. BME provides a powerful sales order environment designed to turn agreed business into well-managed operational activity, with an interface that can be tailored to suit each user. Sales orders can be created and managed in multiple currencies, with the ability to switch between the base currency and the sales currency.

They support multiple shipments, link directly to multiple carriers to help identify the best available shipping rates, and allow stock to be allocated or reserved against demand. Partial deliveries and shipment status tracking help users manage fulfilment accurately as orders progress, while critical-path reporting highlights promised and required delivery dates, overdue-day calculations, and other key milestones.

Where available quantity is insufficient to meet demand, back orders can be created automatically, ensuring that shortfalls are tracked and managed without manual intervention. Multiple jobs can be created from a sales order at line level, for the order as a whole, or for Build to Order (BTO) inventory assembly jobs, while multiple invoice types can be generated, including deposit invoices, pro-forma invoices, and consolidated invoicing where required.

Orders may also be duplicated to save time, purchase orders can be created directly from a sales order or linked to existing ones, and sales orders can be associated with projects or created from them. Approval controls can be applied where needed, and costs gathered from jobs and other related areas help ensure that margin and overall profitability can be monitored at both line and order level throughout the process.

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BME provides a powerful inventory environment designed to give businesses clear visibility and control over stock throughout the wider platform. Inventory remains directly connected to sales orders, purchasing, projects, jobs, and fulfilment activity, helping users manage availability, commitments, stock movements, and replenishment from one integrated system.

Warehouse management supports multiple warehouses, locations, bins, and specialist locations, while storage routing helps support efficient picking paths. Serial and batch tracking, lot traceability, stock valuation methods, stock takes, and stock adjustments all contribute to accurate and fully visible stock control. Kitting and assemblies are also supported, and items can be designated as assemblies, finished goods, drop-shippable products, or Build to Order (BTO) items.

Unit-of-measure controls support products such as liquids, lengths, areas, and volumes by storing stock in the smallest defined unit for accuracy. Different units of measure can also be selected at quotation or sales order level, allowing the commercial process to reflect the most appropriate unit for the customer while maintaining accurate underlying stock control. Products can also be sold by square metre or other volumetric measures where required.

Alternative SKUs can be recommended, bulk SKUs can be broken down, and records can be duplicated to save time during setup. Each product can hold multiple vendors, with one designated as the preferred supplier. Costs for assemblies can be captured at a granular level, including assembly cost, time, and required resources. Documents may be stored against inventory items, items can be quarantined, and QA Non-Conformance Reports (NCRs) can be raised directly against stock where needed.

Customer-owned product can also be stored and tracked within inventory, supporting third-party logistics (3PL) and other customer-specific stockholding requirements. This allows inventory to be managed as a live operational resource rather than a disconnected stock file, improving accuracy, responsiveness, and overall control.

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BME provides a powerful purchase order environment designed to give businesses clear control over supplier commitments, incoming stock, and purchasing costs. Purchase orders can be created directly from projects, jobs, sales orders, and inventory, helping procurement respond naturally to operational demand across the wider platform.

Multi-currency purchasing supports supplier relationships across different markets, while supplier-specific pricing, preferred vendor logic, and multiple vendors per SKU support better purchasing decisions. Purchase orders can also include extended descriptions and freeform entry of non-stock items, giving users greater flexibility in handling ad hoc purchasing and supplier-specific requirements.

Approval controls can be applied where needed, and purchase orders can support multiple shipments, including drop shipments where supply is delivered directly to the customer. Partial receipts, goods-received handling, receipt of lot or batch numbers, serialised inventory control, expected versus actual delivery tracking, and landed cost management all help maintain accurate visibility of incoming supply and true acquisition cost.

Supplier invoices can also be created directly from the purchase order, helping simplify accounting integration and reduce duplicated data entry. Documents can be stored against purchase orders, keeping supporting information connected to the transaction. Because purchasing sits within the wider platform, users can maintain clear visibility of suppliers, lead times, stock impact, and delivery expectations from one integrated system, helping keep procurement aligned with demand and improving overall supply-chain control.

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