● Live in productionEnterprise ToolQuickBooks Integration

Order Chain Management (OCM)

A web & Android platform that sits on top of QuickBooks, letting distributors, sales representatives and customers place and fulfill orders as a connected chain — with every order landing back in QuickBooks as a Purchase Order automatically.

Client
OCM Solutions
Industry
Distribution & Wholesale
Duration
3 months
Team size
4 engineers
Location
USA
Platforms
Web · Android
OCM dashboard screenshot
Project background

QuickBooks is great at accounting, not at chains of customers

QuickBooks is a strong tool for managing invoices, purchase orders and expenses — but it has no concept of multiple companies trading the same products as a chain of vendors and customers. OCM fills exactly that gap, giving distributors and their downstream network a shared ordering layer that writes straight back into QuickBooks.

Distributors share products or items with Sales Representatives, who can in turn share them further down to customers. When an order comes in — from a rep or a customer, via the web panel or the Android app — the distributor reviews it and imports it directly into their QuickBooks account as a Purchase Order.

What we delivered

  • Full QuickBooks API integration — importing item categories straight from the connected account
  • An email-based invitation system for distributors and reps to onboard their own customers or vendors
  • Product sharing by category or by individual item, down the chain
  • Selective or bulk order processing, with one-click export to QuickBooks as a Purchase Order
QuickBooks API integration screen
Screens

A look inside the product

Tech stack

Built with

Front-end
Angular 7
TypeScript
RxJS
Backend
Spring Boot 2
Maven
Mobile
Kotlin
RxJava
Gradle
Testing & Ops
Crashlytics
Codomanage + Google Sheets
Challenges & solutions

Where it got hard

Challenge

QuickBooks' API wasn't built for this use case

Creating Purchase Orders autonomously through QuickBooks' API meant working through a genuinely complex permissions and data model never designed for a multi-party order chain.

Solution

An explicit OAuth handshake per distributor

Each distributor explicitly grants permission to their own QuickBooks account; once connected, OCM imports categories and items directly and keeps the Purchase Order creation scoped to that single authorized account.

Challenge

Onboarding a chain of strangers

Distributors needed to bring sales reps and customers into the system without a clunky manual account-creation process for every new relationship.

Solution

Email-based invitation system

A simple invitation link, usable by both distributors and reps, that lets anyone in the chain pull their own customers or vendors in without back-and-forth setup.

Impact

Where it landed

3 mo
Idea to production launch
2
Platforms — Web & Android
1-click
Export straight to QuickBooks