Server component
Manages data exchange between the office accounting system and the mobile devices of the sales team.
Order collection system
Customer orders go straight into your accounting system
PalmOrder gives field representatives current products, prices, stock and customer data, helps create an order on a mobile device, and sends completed documents back to the office system.
Mobile app
Gives the representative products, customers, prices and order tools on a smartphone or tablet.
ERP integration
Open data exchange lets PalmOrder connect to BAS and other accounting systems.
Architecture
How the components work together
PalmOrder connects a field representative’s mobile work with the data and documents of the office accounting system.
ERP / accounting system
Products, prices, stock, customers and completed documents.
Data exchange
PalmOrder server
Manages data exchange between the office and the mobile team.
Synchronisation
Smartphone or tablet
A representative’s mobile workplace for creating orders, accepting payments and recording visit results.
Scanner
Printer
A barcode scanner and mobile printer connect to the device.
→To the device: products, prices, stock, customers and routes
←To the office: orders, payments and visit results
How it works
From data to a completed order
One consistent process without re-entering information from paper.
- 01
Prepare data
The office system prepares the current catalogue, prices, stock, customers and routes.
- 02
Synchronise
The PalmOrder server sends the prepared data to the representative’s mobile device.
- 03
Work with the customer
The representative creates an order, applies prices and discounts, and records the visit result.
- 04
Send to the office
Completed documents return to the accounting system for warehouse, logistics and further processing.
Interface
PalmOrder in everyday work
The interface shows the representative exactly the data needed when working with a customer.
Capabilities
Everything needed to work with a customer
Data and operations are brought together in one mobile application.
Current catalogue
Products, prices and stock prepared by the office system.
Customers and debts
Contact details, trading terms and debt information.
Prices and discounts
The customer price category and discounts for individual lines or the whole order.
Orders and payments
Documents are created directly during the visit.
Visit results
Completed actions and data needed by the office team are recorded.
Data exchange with the office
New documents are sent to the accounting system for further processing.
PDF documents for the customer
Create an invoice or delivery note as a PDF and send it to the customer immediately.
GPS route tracking
The system records the sales representative’s route during field work.
Benefits
Results for your company
Less manual entry
Operators do not need to re-enter orders from paper.
Fewer errors
Prices, customers and products come from prepared data.
Faster processing
The office receives documents as soon as synchronisation is complete.
Consultation
Discuss integrationNeed a configuration for your accounting system?
Tell us what data and documents your team uses — we will help define the right exchange workflow.