Mobile Order Entry for Complex Promotions in Field Sales
Case study of Milwaukee Tool replacing manual order writing with mobile OMS to handle complex promotions at trade shows and store visits.
Milwaukee Tool outgrew its paper-and-Excel order process as field reps managed customer-specific promotions across dozens of annual trade shows. The company implemented Handshake Rep, a mobile order entry application that supports tiered pricing, buy-get promotions, and offline use. After deployment, reps halved order-writing time, improved accuracy, and captured larger orders by presenting real-time pricing during in-person sales conversations.
Mobile OMS eliminated multi-step manual entry and reduced order cycle time by 50 percent
Complex promotional logic including volume tiers and buy-get offers was configured once and applied automatically
Offline capability allowed reps to write accurate orders at trade shows without network access
Single-entry workflow cut transcription errors between paper, Excel, and ERP
Faster quoting and order capture increased average order size during growth phase
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