NI—07 · Custom Build

Order management
for field sales teams

Reps raise their own documents from anywhere, and the system enforces credit limits, stock, quotas and rebates before anything reaches your ERP.

Why another system

You already have an ERP. Here is what it does not do.

ERPs are built for finance and warehouse teams, not for ten sales reps standing in front of customers.

ERP

Where it stops

Screens designed for accounting, reps phoning the office to have orders keyed in, credit problems discovered after the order is entered, and a licence cost per additional user.

OMS

What we add

Reps raise their own documents from anywhere, rules are checked the moment they save, promotions and quotas calculate themselves, and only clean documents reach your ERP.

TOGETHER

How they coexist

Master data flows in from the ERP, completed documents flow back out. Your finance process does not change.

The part that matters

The system decides whether a document passes or is held

When a rep saves an order, it either becomes a clean document or a blocked one waiting for an admin. Nothing sits in between.

PASS

Clean document

Stock confirmed at the assigned warehouse, promotions applied, stock deducted, document number issued and ready to export to the ERP.

HOLD 01

Insufficient stock

The rep can adjust quantities on the spot, or split the order and ship the rest when stock arrives.

HOLD 02

Credit limit exceeded

Checked against live outstanding debt. Nothing is deducted and no promotion is applied until someone approves it.

HOLD 03

Free-goods quota exceeded

Chargeable and free lines are marked separately as the rep selects them, so they see the problem before saving.

HOLD 04

Customer suspended

Status is synced from the ERP. A suspended account cannot generate a live order by accident.

RULES

All of it configurable

Which conditions block, who can release them and who gets notified are set per company — some clients only warn rather than block.

Calculated, not estimated

Three things sales teams get wrong by hand

All three depend on running totals that change daily, which is exactly where manual calculation fails.

REBATE

Volume rebates

Tiered percentages based on cumulative purchases, with amounts already used deducted automatically.

FOC

Free-goods quota

Each rep has a value limit. Chargeable and free lines are flagged during selection, and exceeding the limit holds the document.

TRIP

Incentive trips

Customers who commit and hit their target earn a seat. The system closes their accrual and counts remaining seats on the trip.

Frequently asked

What clients ask before starting

Do we have to replace our ERP?
No. The OMS sits alongside it, takes master data in and sends completed documents back. Your accounting process and chart of accounts stay exactly as they are.
What if our ERP has no API?
We exchange files instead — master data imported each morning, documents exported for the finance team to load. This works with almost any ERP and gets you live faster.
Can we define our own blocking rules?
Entirely. We interview both the sales team and finance before designing them, because the two groups usually describe the same rule differently.
Can reps use it on a phone?
Yes. It runs in a mobile browser with nothing to install, so a rep can raise an order while standing in the customer's shop and see real stock and outstanding debt first.
How long does it take?
About four months for a full build covering every module, from requirements through to go-live. Choosing a subset of modules for phase one shortens it proportionally.
Who owns the system afterwards?
Agreed up front — either full source code transfer or a licence with a support agreement. Your customer and sales data is yours in both cases.

Start here

Tell us what
you need

You don't need a finished brief. Tell us roughly what you want to run, when it should launch, and any budget range you have in mind. We'll tell you what's required by law, what it takes, and whether you need us at all. Assessment is free.

I'm interested in

Lucky draw permit Membership system LINE OA SMS / E-mail Rewards Event Not sure yet

Call us · free consultation

+66 83 555 1569 Mon–Fri 09:00–18:00 ICT. You'll speak to the team doing the work, not a call centre.
LINE @nipponidea

We reply within one business day, or call us directly on the number above.