FieldOffice
Sell Smarter with Real-Time Mobile ERP Access.
Today’s top-performing sales teams don’t wait until they’re back at the office to take action — they work in real time, wherever the job takes them throughout the day.
FieldOffice by Expertek gives your team mobile access to Infor CloudSuite Distribution (CSD) and SX.e, enabling them to quote, sell, and service customers directly from the field. Available on both iPad and iPhone, FieldOffice brings the power of your ERP into every interaction — without delays, extra steps, or disconnected workflows.
FieldOffice
Built for How Distribution Sales Actually Works
Whether on-site, on the road, or between stops, FieldOffice enables reps to operate efficiently without returning to the office. So your team can respond faster, serve customers better, and get more done — wherever they are.
With the ability to quote, check, and order in real time, conversations move forward — so work doesn't stop — and neither does the sale.
What Your Sales Reps Can Do:
Give your team the ability to operate with full ERP access — whenever and wherever they are with the information they need to act in the moment:
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Capture quotes and submit orders on the spot
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Check real-time inventory availability across locations
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Review pricing, credit status, and order history
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Access and share product information instantly
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Manage Vendor Managed Inventory (VMI)
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Calculate tax, shipping, discounts, and add-ons
Everything they need — in one device, in real time.
1. REAL-TIME
ORDER ENTRY
Capture quotes and submit orders on-site — without delays or follow-up.
2. INVENTORY
VISIBILITY
Check availability across warehouses in real time to provide accurate answers instantly.
3. CUSTOMER
PRICING ACCESS
View pricing, credit status, and order history to support informed conversations.
4. MOBILE
PRODUCTIVITY
Work from anywhere — whether in the field, warehouse, or at a customer site.
Built for the Way Modern Teams Work
Built for Field, Showroom, and Route Sales
FieldOffice is designed for real-world distribution environments — from field sales and product showrooms to trade shows and route-based delivery. Whether selling, replenishing, or delivering product, your team can operate efficiently and accurately without returning to the office.
Vendor Managed Inventory (VMI)
FieldOffice supports Vendor Managed Inventory workflows for both consigned and customer-owned inventory, helping your team streamline replenishment and reduce administrative burden. The result? Stronger customer relationships, improved retention, and more consistent reorder volume.
Advanced Mobile Capabilities
FieldOffice supports a range of mobile capabilities designed for real-world distribution workflows — including on-the-spot sales, trade shows, and route-based operations:
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Credit card tendering (with optional reader)
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Barcode scanning via Bluetooth
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Seamless ordering for faster product delivery
Designed to support fast, accurate transactions — wherever your team is working.
Controlled, Accurate, ERP-Driven.
FieldOffice, from an iPad — or now from an iPhone — uses Infor APIs and business rules to ensure every transaction aligns with your system:
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Full-featured ordering, including non-stock items
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Intelligent suggestions based on buying history
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Sales rep and ship-to restrictions
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Optional cost and margin visibility
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Configurable margin thresholds
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Online or offline — orders are securely captured
Move faster — without sacrificing visibility or control.
Bring Real-Time Sales Execution to the Field
See how FieldOffice and now FieldOffice for iPhone enables your team to quote, sell, and service customers in real time — improving speed, accuracy, and customer experience.
Let's connect! | Request a Demo | Download the FieldOffice Data Sheet