Unit4 ERP Sales
The sales side of an ERP: quotes and pricing, order processing, customer and account management, post-sale service, and sales reporting on shared master data.
Unit4 ERP offers foundational sales capabilities suitable for basic needs. Advanced requirements typically need add-ons or third-party integrations.
The sales scope Unit4 ERP ships, grouped as the product itself organises it.
Sales Order Management4
Entry and mass processing of customer sales orders, including orders for service-type products.
- Sales OrdersCreate and manage individual customer sales orders.
- Mass Sales OrdersBatch creation of multiple sales orders in a single operation.
- Service Order ProductProduct records specific to service-type sales orders.
Will Unit4 ERP meet your sales order management needs? Build your requirements and perform a full analysis.
Build my requirements →Pricing & Product Catalogue8
Product catalogue and price-list management, including rounding rules and searchable product configuration.
- ProductsMaintain the product master used across sales and procurement.
- Sales PricesPrice-list entries applied to products at the point of sale.
- Sales Price Rounding RulesRules governing how calculated sales prices are rounded.
- Product Groups InfoGrouping of products for sales reporting and pricing rules.
- Product Search ConfigurationConfiguration controlling how products can be searched and filtered.
- ProductsMaintain the product master used across sales and procurement.
- Sales PricesPrice-list entries applied to products at the point of sale.
- Sales Price Rounding RulesRules governing how calculated sales prices are rounded.
- Product Groups InfoGrouping of products for sales reporting and pricing rules.
- Product Search ConfigurationConfiguration controlling how products can be searched and filtered.
- Charge CodesCodes representing additional charges applied to a sales transaction.
- Frequency CodesCodes defining the billing frequency applied to recurring sales items.
Will Unit4 ERP meet your pricing & product catalogue needs? Build your requirements and perform a full analysis.
Build my requirements →Billing & Subscriptions6
Recurring subscription billing and outbound sales invoicing, with follow-up tracking and margin adjustment.
- SubscriptionsManage recurring subscription contracts and their billing terms.
- Outbound Invoices Follow UpTrack the status of outbound invoices sent to customers through to payment.
- Sales InvoicesIndividual invoice documents issued to customers.
- Contribution Margin AdjustmentsManual adjustments to the calculated contribution margin on a sale.
- Customer Payment RecipientsAlternate payee details for payments a customer sends against invoices.
Will Unit4 ERP meet your billing & subscriptions needs? Build your requirements and perform a full analysis.
Build my requirements →Unit4 ERP Sales screens
What sales actually looks like in Unit4 ERP.
The Unit4 ERP Evaluation Kit
An independent assessment of Unit4 ERP — strengths, gaps and real pricing — plus a requirements template you can score its sales against alongside every other system on your shortlist.
Unit4 ERP Evaluation Kit
2026 Edition · PDF guide + XLSX template
ERP Research
- Buyer's guide (PDF): Unit4 ERP independently assessed — where it is strong, where it is not, and what it actually costs
- Requirements template (XLSX): weight your requirements and score vendors side by side
- Structured by module, so sales sits alongside the rest of your scope
- The questions to put to the vendor and to implementation partners
Unit4 ERP Evaluation Kit
Unit4 ERP add-ons & integrations
Extend Unit4 ERP with best-of-breed software that integrates with it:
Highlighted product links go straight to the vendor and are affiliate links — we may earn a commission if you sign up. This never affects which products we list or how we rank them.
Sales — strength by vendor
| Vendor | Strength | Best for | Starting price | Implementation | Actions |
|---|---|---|---|---|---|
 | ★★★ strong | Fast-growing mid-market companies wanting unified cloud ERP | $99/user/mo | 4–9 months | |
 | ★★★ strong | Mid-to-large companies in the Microsoft ecosystem | $50/user/mo | 6–14 months | |
 | ★★★ strong | Midsize companies wanting unlimited users and flexible cloud ERP | Custom | 4–8 months | |
 | ★★★ strong | Process manufacturers (food, chemicals, pharma) needing batch/formula control | Custom | 8–15 months | |
 | ★★★ strong | Small businesses and startups wanting affordable, modular ERP | $24.90/user/mo | 1–4 months | |
 | ★★★ strong | Professional services firms already on Salesforce | $100/user/mo | 3–7 months | |
 | ★★★ strong | Manufacturers and distributors already on Salesforce wanting native ERP | $150/user/mo | 4–8 months | |
 | ★★ moderate | Mid-market and standardised enterprises wanting fast time-to-value | $180/user/mo | 3–6 months |
Evaluating sales on Unit4 ERP
What to put in front of the vendor before you commit.
- 1Order processing depth: allocation, backorders, partial shipments, returns
- 2Pricing sophistication — contract, volume and margin-based discount approval
- 3Quote-to-order workflow automation and real-time stock visibility
- 4How much customer management the module really has, versus needing Salesforce or HubSpot alongside it
- 5Customer self-service portal capabilities
Unit4 ERP starts at $95/user/mo with a typical total cost of $100K–$500K and a 5–10 months implementation.
Full Unit4 ERP pricing breakdown →Need help evaluating Unit4 ERP sales?
Tell us what you need it to do and we'll help you work out whether Unit4 ERP is the right fit — and which partners have done it before.
Unit4 ERP Sales FAQ
Does Unit4 have a dedicated CRM module?
Not really — Unit4's customer-facing functions center on Customers & Sales: customer master data, sales order entry, pricing, subscriptions, and outbound invoicing, rather than a dedicated opportunity-pipeline CRM. Its own module rating for CRM is basic, and organizations needing full CRM typically integrate a separate platform.
Does Unit4 support sales order entry for service-type products?
Yes. Sales Order Management handles entry and mass processing of customer sales orders, including orders for service-type products, which fits Unit4's focus on services and public-sector organizations.
Does Unit4 manage a product catalogue with pricing rules?
Yes. Pricing & Product Catalogue manages the product catalogue and price lists, including rounding rules and searchable product configuration.
Is Unit4 suited for a product-based business needing full sales CRM?
Not particularly — Unit4's sales tooling is built for people-centric and public-sector organizations, covering order entry and subscription billing rather than product-catalogue-driven B2B or B2C sales at scale. Product-based businesses generally get more from a dedicated CRM or a different ERP's sales suite.
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