Sales Operations
Metatex, Field sales app
We put the ERP in the sales rep's pocket. Lookup, credit, and order release, all at the client's door.
- Sector
- Textile manufacturing
- Period
- 2025 to 2026
- Role
- Product, operations, and integration


Context
Metatex Tecno Malhas is a mid-market textile manufacturer in São Paulo, with vertically integrated production and a distributed field sales team. The ERP existed and held the important data, but nobody could use it outside the office. Every client visit relied on a phone call to confirm stock, quote price, or check whether an order had been cleared.
The problem
Reps lost authority in front of clients and the operation lost speed. Calls to confirm stock took minutes or hours. Without visibility on a client's financial status, orders got stuck for days waiting for back-office clearance. Leadership felt the commercial team was being used for admin work, not for selling.
What we built
We built a mobile app for the commercial team, used directly on the rep's phone. On a single screen, the rep looks up a product by code or QR, sees live stock, checks the client's credit position, and releases orders when needed. The app talks to the existing ERP directly, with no parallel data entry and no shadow process.
Key capabilities
- Product search by code, name, or QR code on the package
- Live stock, pulled from the ERP on every request
- Instant credit analysis, with client position history
- Order financial release by the rep, in the field
- Access approval with distinct roles for admin and rep
- Mobile-first interface, designed for standing use in front of a client
Outcomes
- Reps stop calling the office for routine checks
- Response time to the client drops from hours to seconds
- Order release moves from back-office to the field
- More commercial team time where it matters: with the client
- Leadership starts to see commercial as a revenue engine, not an operator