Mikro ERP B2B - Sales Representative Account Integrated System

Project Overview

A B2B sales platform fully integrated with Mikro ERP software. An enterprise solution designed with a focus on field sales representatives (sales reps), bringing together current account management, branch-based stock tracking, 3D secure payment system, and order management features on a single platform.

Challenge

Business Needs

Challenges faced by field sales teams:

Mobile Access: Field workers’ need for instant access to current accounts
Stock Visibility: Real-time tracking of stock status at different branches
Quick Ordering: Fast order taking during customer visits
Payment Convenience: Secure online payment infrastructure
Account Tracking: Detailed viewing of customer account transactions
ERP Integration: Synchronization with central ERP system
Account Summary: Automatic account summary sending to customers

Technical Requirements

ERP Integration: Fully compatible API with Mikro ERP
Security: 3D Secure payment infrastructure
Multi-Branch: Multi-branch stock management
Account Module: Detailed current account operations
Order System: B2B order management
Reporting: Account summary and report generation
User Management: Sales representative-based authorization

Solution

Architectural Approach

System Architecture:

Key Features

1. Sales Rep-Based Current Account Management

Current Account Module:

Features:

📊 Detailed current account information
💰 Instant balance viewing
📈 Risk limit tracking
📋 Transaction history
📄 Account summary PDF output
📧 Automatic account summary sending

2. Branch-Based Stock Tracking

Stock Management:

Stock Features:

🏢 Multi-branch stock view
📦 Real-time stock status
🔒 Reserved stock tracking
💵 Branch-based pricing
🔍 Quick product search
📊 Stock movement reports

3. 3D Secure Credit Card Payment

Payment Integration:

Payment Features:

💳 3D Secure secure payment
🔒 PCI-DSS compliant
📱 Mobile payment support
💰 Installment payment options
📧 Payment notifications
🧾 Automatic invoice generation

4. Order Management

Order Management:

Order Features:

📝 Quick order creation
🔍 Product search and add to cart
📊 Order tracking
📦 Shipping integration
🔔 Order status notifications
📄 Order confirmation document

5. Account Summary and Reporting

Report Generation:

Reporting Features:

📊 Detailed account summary
📈 Sales performance reports
💰 Collection reports
📉 Maturity analysis
📧 Automatic email sending
📱 Mobile-compatible PDF

Mikro ERP Integration

API Integration:

Development Process

1. Analysis & Planning (2 Weeks)

Mikro ERP API documentation review
Business flow design
Database schema design
Security requirements

2. Backend Development (4 Weeks)

Mikro ERP API integration
Current account module
Stock management module
Order management
3D Secure payment integration
Reporting services

3. Frontend Development (3 Weeks)

Sales rep login page
Current account interface
Stock viewing
Order creation form
Payment screens
Responsive design

4. Testing & Deployment (2 Weeks)

ERP integration tests
Payment system tests
Load testing
Security testing
Production deployment

Technical Details

Mikro ERP Data Synchronization

Real-time Sync:

Security Implementation

Authorization:

Results

Business Impact

⚡ Order Time: 60% faster order taking
📊 Account Tracking: Real-time account visibility
💳 Payment Convenience: Secure collection with 3D Secure
📱 Mobile Access: View accounts and stock from anywhere
🔄 Automation: 80% reduction in manual data entry
📈 Sales Increase: 40% increase in sales rep efficiency

Technical Achievements

✅ Full integration with Mikro ERP
✅ Real-time data synchronization
✅ 3D Secure payment infrastructure
✅ Multi-branch stock management
✅ Role-based access control
✅ Automated reporting system
✅ Mobile-responsive design

User Experience

✅ Intuitive sales rep interface
✅ Quick order creation
✅ Instant stock visibility
✅ Easy payment processes
✅ Automatic account summary sending

Lessons Learned

Successes

API Integration: Seamless integration with Mikro ERP API
Real-time Sync: Data consistency maintained with background service
Security: Data security with role-based authorization
User Experience: Design specific to sales rep needs

Areas for Improvement

Offline Mode: Offline ordering for mobile application
Analytics: Advanced sales analytics
AI Recommendations: Product recommendations with machine learning
Mobile App: Native iOS/Android application

Future Plans

v2.0 Features

📱 Native Mobile App: iOS/Android with React Native
🤖 AI-Powered: Sales forecasting and stock recommendations
📊 Advanced Analytics: BI dashboard
🗺️ Route Planning: Sales rep route optimization
📸 Receipt Scanning: Invoice reading with OCR
💬 Chat Support: Instant messaging with customers
🔔 Push Notifications: Real-time notifications

Scaling

Cloud Migration: Azure/AWS cloud deployment
Microservices: Modular service architecture
Redis Cache: Performance optimization
Load Balancing: High availability setup

Technologies Used

ERP & Integration

Mikro ERP API
REST API
Background Services
Data Synchronization

Payment

3D Secure
Payment Gateway Integration
PCI-DSS Compliance

Backend

ASP.NET Core / C#
Entity Framework
SQL Server

Security

JWT Authentication
Role-Based Authorization
Data Encryption

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