In the dynamic world of B2B distribution, field sales teams need tools that move as fast as their customers do. The DMS Sales Mobility App empowers your sales teams to close deals faster, showcase products more effectively, and stay connected to your ERP systems in real time.
Built on Microsoft Power Apps, this modern sales tool is fully integrated with Dynamics 365 Finance & Operations and compatible with Business Central and other ERP platforms, offering a seamless mobile experience for frontline sales professionals.
How It Works: From Catalog to ERP-Integrated Order
The DMS Sales Mobility App is designed to streamline the entire sales cycle, from in-store browsing to order processing and approval, supporting both B2B and indirect channel transactions.
Sales reps and buyers can browse the full product assortment presented in a dynamic, visual catalog format. Users can:
- Search by product name or SKU
- Filter by categories, pricing tiers, or catalog
- View detailed product specifications, images, and attributes
This intuitive interface ensures that users whether in the field or at a self-service kiosk, a quickly find the right product and proceed to order.
Intelligent Cart Management and Order Creation
Users can add products to a shopping cart, update quantities, apply available discounts, and monitor container capacity (if applicable). The DMS Sales Mobility App also checks customer credit limits in real time and triggers an automated approval workflow if thresholds are exceeded.
Order data is instantly validated and synced with the ERP (Dynamics 365 Finance & Operations or Business Central), ensuring centralized control and real-time visibility for operations and finance.
Approval Workflow and Sales Manager Dashboards
The solution includes built-in approval logic for orders requiring review, with email-based confirmation and integration into the ERP system once approved.
Sales managers gain access to performance dashboards that provide insights by:
- Sales rep
- Cart status
- Product category
- Order value
These insights enable better territory management, promotion tracking, and overall sales performance monitoring.
Why Choose DMS Sales Mobility App from YVS?
Built on Microsoft Power Apps and integrated with your ERP, the DMS Sales Mobility App helps digitize and simplify the sales process across all levels of your distribution chain, from company to distributor to retailer.
Whether your team is placing orders for distributors (sales in) or enabling distributors to sell into the market (sales out), the solution ensures faster execution, accurate data capture, and reduced manual effort. It also enhances customer experience by providing a kiosk-style self-ordering option in retail environments.
This app is ideal for businesses looking to:
- Digitally enable field and distributor sales
- Replace paper-based or semi-manual order flows
- Improve order accuracy, credit control, and approval governance
- Gain real-time ERP-connected visibility over every transaction
