DOCUMENTATION

Welcome to the Ordizi documentation — a software suite for mobile sales, sales representative automation, data exchange, and integration with ERP systems.

Here you will find instructions for installing Ordizi Service, configuring the Ordizi Agent mobile application on Android, and synchronizing reference data, orders, stock levels, prices, and documents.

Ordizi Quick Start

If you are installing Ordizi for the first time, start with the quick-start guides. They will help you prepare the data exchange server, install the mobile client, and verify the first synchronization between the device and the ERP system.

  • installation and initial configuration of Ordizi Service;
  • installation of the Ordizi Agent APK on Android;
  • checking the mobile device connection to the exchange server;
  • initial synchronization of reference data, orders, stock levels, and prices.

Main documentation sections

Ordizi Agent — mobile application for sales representatives

Ordizi Agent is an Android mobile application for sales representatives, supervisors, and field sales staff. This section covers APK installation, connection to the exchange server, and the user’s daily work in the field.

  • routes and customer visits;
  • creating orders, returns, and requests;
  • working with products, stock levels, prices, and the customer database;
  • offline operation when the internet connection is unstable;
  • data synchronization with Ordizi Service.

Ordizi Service — data exchange server

Ordizi Service is the server component of the Ordizi software suite. The service handles data exchange between mobile devices, the ERP system, and the company database.

This section covers installing Ordizi Service on Windows, configuring connections, exchange settings, and working with reference data, documents, and mobile clients.

Supported databases
  • MS SQL Server
  • PostgreSQL
  • MySQL

Integration of Ordizi with ERP systems

Integration of Ordizi with the company’s ERP system describes the rules for data exchange between the server, mobile clients, and an external information system. This section is useful when deploying Ordizi within an existing sales and accounting infrastructure.

  • exchange of products, customers, and sales outlets;
  • transfer of stock levels, prices, and sales terms;
  • import of orders, returns, and visits;
  • configuration of data exchange rules between the ERP system and Ordizi Service;
  • verification of data integrity after synchronization.

Go to the integration section

Synchronization connects Ordizi Agent, Ordizi Service, and the ERP system. This section explains how data is transferred between the mobile application, the exchange server, and the database.

  • exchange of reference data and documents;
  • transfer of orders from mobile devices;
  • retrieval of current stock levels and prices;
  • handling exchange errors and repeating synchronization;
  • diagnosing delays and verifying exchange results.

Licenses and terms of use

This section contains licensing information for Ordizi software, including terms of use, limitations of liability, and legal materials for users, partners, and organizations.

  • Ordizi license terms;
  • rules for using the software suite;
  • legal information for organizations;
  • materials related to software delivery and operation.

Downloading and updating Ordizi

The download page provides the latest files for installing and updating Ordizi: the Ordizi Service server package archive and the Ordizi Agent APK file for Android.

  • Ordizi Service archive for installation on Windows;
  • Ordizi Agent APK file for Android;
  • current versions of the software suite;
  • files for initial installation and updates.

Need help with Ordizi?

If you could not find the instructions you need, encountered an installation error, synchronization issue, or have a question about integrating Ordizi with your ERP system, send us a message using the contact form.

Specify the Ordizi version, the database and ERP system you are using, and the step where the problem occurred. This will help us identify the issue more quickly.

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