Klipboard Launches Field Sales for ERP One, Giving Distribution Sales Teams Fast Access to Orders, Stock and Customer Information

July 2026 - Hungerford, UK: Klipboard, a leading provider of sector-specific business management solutions, has announced the launch of Field Sales within ERP One.

Designed for field and internal sales teams, sales managers and customer-facing staff, Field Sales gives wholesale distribution and builders' merchant businesses a single, modern workspace for managing orders, stock and customer relationships, all backed by real-time ERP One data.

Sales teams in distribution often work across disconnected systems. Switching between ERP, CRM and standalone portals slows down everyday tasks and creates delays, duplicate effort and inconsistent information across the sales process. Limited visibility of stock and order information, particularly for kits and components, adds further delays at exactly the moment customers expect a fast answer.

Built Into ERP One, Not Bolted On

Field Sales has been built natively into ERP One rather than bolted on as a separate application. There are no parallel processes, no duplicate customer records and no additional applications for IT teams to support.

This means sales activity, stock data and customer records stay consistent across the business, with no gaps between systems for reps to navigate.

Built for the Way Sales Teams Work

Field Sales brings together the tools sales teams use most, in one modern and connected interface. Capabilities include:

• Fast order and invoice search using branch and order or invoice number combinations.
• Real-time stock visibility, including bill of materials and kit component breakdowns.
• Quote or sale selection at the point of order creation, with the option to capture special instructions directly in the cart.
• Customer contact retrieval, creation and editing, integrated with ERP One and supported by automatic duplicate checks.
• Built-in activity tracking and task management, aligned with CRM concepts.
• Customer favourites for quicker access to frequently used accounts.
• A modern, responsive interface that works seamlessly across devices.

For sales teams, that means fewer interruptions, fewer calls back to the office, more accurate orders captured at the point of sale and greater confidence answering customer questions during the conversation.

James Mitchell, CEO Europe at Klipboard commented:

"Field Sales has been designed around the way distribution sales teams actually work. By bringing trusted ERP One data into a modern sales workspace, we're helping businesses reduce the time spent searching for information, improve customer responsiveness and give sales representatives greater confidence in every conversation."

Designed for Modern Distribution Sales Field Sales

forms part of the continued evolution of ERP One, helping distribution businesses give sales teams faster access to trusted information while keeping customer, stock and sales data connected in one operational platform.

To learn more about Field Sales for ERP One or arrange a personalised demonstration, contact us or speak to your Klipboard account manager.

About Klipboard

Klipboard is a market-leading industry-focused cloud-based business management software provider with over 55,000 Enterprise and SMB customers worldwide. Klipboard industry specific cloud software suites support complex, vertical specific workflows, and provide mission critical solutions that enable its clients to source effectively, stock efficiently, sell profitably and service competitively. Klipboard has offices in the UK, Europe, the USA, across Africa, the Nordic countries and Australia. Klipboard serves customers in 70+ countries and has over 1,600 team members globally.