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SMARTUP · PLATFORM OVERVIEW

Sales, orders and finances In one platform

Choose a product for your process: SFA for field teams, FIN for company finances, B2B Marketplace for direct orders or POS for retail operations and records.

Discuss product optionsChoose a product
SmartupTask → product
SFARoutes and visitsFINReports and analysisB2B MarketplaceDirect B2B ordersPOSSales and stock
Your ERPorSmartup core
ERP options are for distribution. Product scope and data exchange are agreed for the project.

Where do you need to start?

Choose an area of work. You do not need all four products.

Sales team

Smartup SFA

Plan routes and visits, capture orders and manage work at retail outlets.

For: Sales managers and field sales teams.

First workflow: One route: a visit, shelf checks and an order.

Before launch: Master data, team permissions and order exchange with the accounting system.

Explore product workflowsCompany finances

Smartup FIN

Analyse profit, cash movements and financial position through P&L, Cash Flow and Balance Sheet. Antifraud helps identify transactions for review.

For: CFOs and finance teams.

First workflow: One financial question and data for a chosen period.

Before launch: Transaction sources, recognition dates and report scope.

Explore product workflowsSuppliers and buyers

Smartup B2B Marketplace

Connect retail outlets and HoReCa with manufacturers and suppliers. Ordering is available 24/7; processing and delivery follow the supplier's terms.

For: Manufacturers, suppliers, retailers and HoReCa.

First workflow: A buyer's order with one supplier.

Before launch: Catalogue, prices, dispatch terms and supplier readiness.

Explore product workflowsRetail outlet

Smartup POS

Manage sales, inventory, finances, taxes, product marking and outstanding balances in a retail ERP.

For: Store owners and retail staff.

First workflow: Goods receipt, a sale and a stock check.

Before launch: Hardware, payment connections and accounting requirements.

Explore product workflows

ERP AND DATA EXCHANGE

Your ERP or the Smartup core

Two accounting options for distribution with SFA/DMS. Define scope and data ownership with your business and IT teams. This is an architecture choice, not a requirement to use all four products.

With your ERP

Keep agreed records and master data in your ERP. Smartup manages execution and exchanges the required data.

Explore integrations

With the Smartup core

Manage execution and ERP records in Smartup within the agreed project scope. Define accounting coverage and data migration before launch.

Explore ERP and accounting

In both models, each task has an owner, a due date and completion evidence. The result is verified before closure.

How the products work together

An example linking a supplier’s and a store’s processes. Each participant uses the products they need; exchange of orders, documents and other data is agreed separately.

  1. Order

    A sales representative uses SFA, or the customer orders directly through Marketplace.

    SFAB2B Marketplace

  2. Delivery

    The supplier reviews the order and dispatches goods under its terms.

    Warehouse and logistics

  3. Sale

    The store manages goods receipts, sales and stock in POS.

    POS

  4. Finances

    FIN supports analysis of company financial transactions and reporting.

    FIN

Capabilities by process

A product covers an area of work; a module covers a specific process. For example, SFA supports sales teams, while Task Management helps assign and verify work. The solution scope is agreed separately.

Sales and field teams

Supply and retail operations

Finances and analytics

Integrations and launch

Your first implementation phase

Start with one workflow and your current systems. If the solution scope is unclear, we can discuss it through your daily work. Before estimating, agree on the scope, data sources and acceptance criteria.

  1. Goal

    Choose the process, participants and what needs to be checked.

  2. Scope

    Define products, modules and the first phase.

  3. Data

    Agree on sources, connections and owners.

  4. Validate and launch

    Test the chosen workflow against agreed criteria and prepare the team to use it.

Before choosing a platform

Do we need all four products?

The solution scope depends on your needs. We will help you select products and discuss the order in which to connect them.

How does FIN differ from Finance & AR and POS records?

POS manages store transactions. Finance & AR supports receivables, credit limits and payments in distribution. FIN supports company financial management: P&L, Cash Flow, Balance Sheet, analytics and antifraud.

How does B2B Marketplace differ from SFA?

SFA helps sales teams work with customers. B2B Marketplace lets customers order directly from suppliers, including when a sales representative is unavailable.

Can we keep our existing ERP?

Yes. For distribution, SFA/DMS can connect to your ERP or use the Smartup ERP core for the agreed accounting scope. Data sources, integrations and responsibilities are defined separately for each selected product.

How can we estimate the cost and launch timeline?

For SFA, describe the team, territory and visit workflows; for FIN, the reports and transaction sources; for Marketplace, the participants, catalogue and order rules; for POS, the outlets, hardware and accounting requirements. Include integrations, data migration and training needs. These inputs help estimate project scope. Pricing and the launch plan are agreed once the work is defined.

Let’s discuss your workflow

Show us one process as it works today. Together we will identify the product, data sources and what to validate before the first phase.

Discuss product optionssales@smartup24.com

Book a 30-minute process review

We will review your distribution process and define the first execution workstream, 3–5 pilot KPIs and data requirements.

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