ERP, POS and enterprise data integration.
Each system records one part of the operation. Essential 137 connects those pieces and organizes them into a shared business model, so teams can analyze the same reality.
When every system tells a different story.
The ERP records orders and invoices; the POS, consumer sales; commercial files, targets and agreements. The same product can carry different codes, units or names in each of them.
The outcome is familiar: the team ends up reconciling spreadsheets before it can answer a question. And the challenge is not only technical. It also means defining what each data point means and when it can be used to make a decision.
What information we need, and why.
Before integrating, we review which sources exist, who manages them and how they can be accessed. This is the usual starting information:
| Source | What we need | What for |
|---|---|---|
| ERP | Products, customers, orders, invoices, returns and dates. | Connect the commercial operation. |
| POS | Sales by product, store and date; returns and availability where it exists. | Understand how product moves out through the channel. |
| Master data | Code equivalences, presentations, units, stores and suppliers. | Avoid inconsistent comparisons. |
| Rules | Currencies, taxes, periods, permissions and owners. | Build comparable metrics and appropriate access. |
| Access | Authorized APIs, databases or files; frequency and quality. | Define feasibility and refresh cadence. |
We assess each source by its interface, permissions and update frequency. The integration is designed for the real conditions of each system.
A common foundation that preserves meaning.
Quarks surveys the available sources, agrees on definitions with the team and builds the integration flows. Essential organizes the business entities —product, customer, store, order— and the relationships between them.
Quality rules help detect incomplete records and discrepancies across systems. The refresh frequency is agreed source by source. Dashboards, applications and AI experiences can be built on this foundation.
What the project can include.
Scope is defined during the assessment, based on the sources and the prioritized use case. Typical deliverables are:
- Map of sources and owners.
- Agreed integrations and refresh rules.
- Catalog of entities, equivalences and indicator definitions.
- Quality controls and load monitoring.
- Access model and a first view or application for the prioritized use case.
Cobeca Pulse: bringing distribution and point of sale together.
With Essential 137, Quarks connected Cobeca's sell-in information with the sell-out of the integrated pharmacies. A common model relates products, pharmacies, suppliers and sales, and Cobeca Pulse presents that information according to each user's profile.
Read the Cobeca Pulse caseIntegration opens the door to talking with the business.
In Cobeca Pulse, Orbit brings that foundation to users through natural language, powered by AWS analytics and AI capabilities.
A question such as
- How did sales in this category change over the last month?
That question is valuable when category, sales and period share a definition. For other operations, Quarks designs the scope of that experience according to the available sources and permissions.
Explore Essential 137Frequently asked questions
- Do I need to replace my ERP?
- No. The work starts by connecting your existing systems. Access limitations of each system are reviewed with its vendor.
- Can it be real time?
- It depends on the sources, their interfaces and the business need. Latency and controls are agreed for each case; it is not a blanket promise.
Let's talk about your systems.
Tell us which sources you have and what decision you want to support. A Quarks partner will review the starting point with you.