How to build a mobile sales order app connected to the ERP
A mobile sales order app lets a field rep create an order on a phone using the product, client and seller data that already exists in the ERP. In Jestor, a ready made template mirrors that registry from Omie and handles commission alongside the order.
Why field sales still runs on paper and messages
Reps are rarely at a desk. When the ordering system only works on a computer, the order gets written on paper or sent as a message, and someone else types it in later.
That delay is where the wrong price, the outdated product and the forgotten commission come from.
What a connected mobile flow solves:
- Orders taken with prices that are no longer current
- Products sold that are not in the catalog
- Commission calculated manually at month end
- Delay between closing the sale and registering it
- Reps unable to check a client record on the spot
What mirrors from the ERP into the app
| Registry | Where it is created | What the app shows |
|---|---|---|
| Products | Omie | Name, base price and ERP code |
| Clients | Omie | Client record available for selection |
| Sellers | Omie | Rep linked to the order for commission |
| Order | Jestor | Items, quantities and total |
| Commission | Jestor | Calculated against the closed order |
Step by step to put it in the field
- Install the sales order template, built with a mobile first layout that also works on desktop.
- Create or review your products in Omie, including base price and code.
- Register clients and sellers in the ERP, since both mirror into the app.
- Wait for the sync, after which new products appear in the app's product list.
- Train the reps on the order flow: select client, add products, confirm quantities.
- Configure the commission rule so it is calculated from the closed order.
Why mirroring beats maintaining two catalogs
Keeping a second product list in the sales tool guarantees they will drift apart. Mirroring means the ERP stays the single registry and the app is a window onto it.
- One catalog: products created in Omie show up in the app automatically
- Price at the source: the rep sees the base price registered in the ERP
- Mobile layout: built for use in the field, not adapted from a desktop screen
- Commission tied to the order: no separate spreadsheet at month end
Frequently Asked Questions
Does the rep need to register products in the app?
No. Products, clients and sellers created in Omie mirror into the app. See jestor.com.
Does the template work on a computer too?
Yes. The layout is mobile first, but it works on desktop as well.
Is commission calculated automatically?
Yes, from the closed order, using the rule you configure for each seller.
Video Tutorial: Step by Step
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