Customer, Order & Purchase Records: your Spire records, read live
IncludedYour Spire customers, sales orders, invoices, purchase orders, purchase history, requisitions and vendors, read live. Customers and open orders each have a workspace: a list you can filter and save, a quick look beside it, and every record on one page.
Key capabilities
- A customer on one page: what they owe and how late, credit and terms, buying rhythm, invoices and sales by period
- Open orders with their lines, back orders, margin and the customer's credit position
- Invoices, purchase orders, purchase history, requisitions and vendors, searchable and exportable
- Saved views of your own, and views an administrator shares with everyone
- Your team's notes and attachments kept against the customer
The flow, end to end
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Find it
Search the customer or order lists, filter them, and save the view for next time.
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Look without leaving
A quick look beside the list shows the record's essentials while you work down it.
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Open the record
A customer's page carries their balance and aging, credit, terms, buying rhythm, invoices, payments and sales by period; an order's page carries its lines and where it stands in Spire's own flow.
Included in the Nexus platform
Customer, Order & Purchase Records draws on the same live data as everything else you run on Nexus, so it works in step with your other modules: no syncs, no exports. It is part of the flat Nexus platform fee, with unlimited field & viewer seats, no per-tech charge.
What people ask about Customer, Order & Purchase Records
Can it change anything in Spire?
No. These screens read Spire. The notes, attachments and saved views are kept in Nexus. Entering orders is what the Order Entry and Point of Sale module does.
Who sees purchase prices on these screens?
Your purchasing roles. Everyone else sees the purchase orders, requisitions and vendors without their values.
Included with your Nexus platform
Book a demo and see it running on your own data, connected to the systems you already use.