Context
ERP systems are the backbone of many businesses, but accessing and manipulating data can sometimes be a challenge for field teams. With our ERP Integration extension, we make it possible for FieldPro to seamlessly synchronize with your ERP system, thus empowering your field teams with real-time access to all necessary data and automating order transmission.
How it works
Data synchronization between your ERP and FieldPro makes the field commercial's work more convenient by providing access to all data and automating the transmission of orders.
- Access Customer Information: Display all customer information recorded on your ERP on the FieldPro application for the commercial (contact details, payment terms, billing information, credit limits, etc.)
- View Transaction History: Consult your customer's transaction history on FieldPro (previous purchases, invoices, payments, debt level, etc.)
- Analyze Customer Activity: Visualize and analyze customer activity on FieldPro with dynamic mobile charts
- Generate Quotes and Orders: Allow commercials to generate quotes and orders from the FieldPro mobile application and automatically transfer them to your ERP with our API-based integration to avoid manual errors and time lost in sharing information.
- Sync Product List: Synchronize your ERP product list on FieldPro to display up-to-date information on your SKUs (price level, discounts by customer type, promotions, warehouse stock levels) to avoid ordering out-of-stock products and erroneous prices.
ERPs we integrate with
- SAP: A powerful and versatile ERP, perfect for larger organizations in need of comprehensive solutions.
- Odoo: An open-source ERP offering a suite of business apps that cover all your business needs.
- Microsoft Dynamics NAV: A customizable ERP solution designed to help small and medium-sized businesses automate and connect their sales, purchasing, operations, accounting, and inventory management.
- Syspro: An industry-built ERP software designed to simplify business complexity for manufacturers and distributors.
- Quickbooks: Ideal for small businesses, Quickbooks provides robust accounting and business management features.
- Sage: A cloud-based ERP solution that provides powerful tools for small and medium-sized businesses.
Why choose this integration ?
- Real-Time Data: Always have up-to-date and accurate information at your fingertips.
- Efficiency: Reduce manual errors and save time by automating order transmission and data sharing.
- Better Decision Making: Access to real-time data and customer activity analysis enables informed decision-making on the field.
