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Use OrderTaker’s B2B mobile and desktop ordering app for wholesalers to increase order size, sell faster, smarter and more effectively.
Customize product catalogs, images, tiered pricing, trade promotions, inventory and more into a single desktop or mobile platform for creating estimates, invoices, sales orders or credit memos available anytime, anywhere
Deliver a unified, consistent, and centrally managed CRM experience, combining online desktop and face-to-face transactions
Access CRM, deals, tasks, activities, appointments and more both online or offline on a desktop or with a native Android, iOS or iPad mobile app personalized for sellers
Fast, secure cloud or on-premise integrations with any ERP or Accounting System, including QuickBooks Online/Desktop, Sage, SAP, Microsoft Dynamics, NetSuite, Xero, Odoo and more
Empower field reps to make fast, efficient quotes, capture orders, create returns and credit memos, view deliveries, collect payments and much more using e-catalogs, order history, wish lists and barcode scanning.
Get up-to-date, detailed customer information, including order history, accounts receivables, items purchased in the past 30/60 days, credit availability and other analytics to allow field reps to increase order size.
Stun buyers with beautiful high-definition catalogs, visually organized into categories and sub-categories with detailed product information, including prices, stock availability, product details, ingredients, instructions and more
Find products quickly and easily through organized categories, sub-categories, a variety of filter options and lists, name search and more to help you grow sales
Set delivery schedules, payment methods and order types while routing shipments to specific locations for increase order-to-cash of your operations.
Stop worrying about connectivity issues as OrderTaker’s native, B2B mobile ordering app for Wholesalers works even when offline with all the same features, allowing synchronization with your ERP once connectivity returns.
Accept cash, credit, debit and other payments through field rep app integration with payment gateways
OrderTaker is easy-to-use, simple and completely intuitive to help Wholesale buyers engage with the platform regularly and maximize your sales
Support all kinds of product or item trade promotions, order total-based promotions, payment type promotions, transaction type promotions, mix and match and phased package promotions and much more
Setup inventory and credit validation rules so specific order documents are limited to exceeding product inventory volumes and unable to be submitted when customer credit limits are exceeded
Setup and personalize OrderTaker to the local language, currency, time zone, tax rules and other options to support global implementations
Define price lists, discounts and trade promotions per customer imported directly from your ERP or Accounting system or built into our back-office. Allow reps to change prices manually as needed as per the discount rules you setup
Setup inventory and credit validation rules so specific order documents are limited to exceeding product inventory volumes and unable to be submitted when customer credit limits are exceeded
OrderTaker’s analytics dashboard and reports allow real-time action-oriented insights on sales by product, customer and more to allow you to optimize buyer accounts
Fast, secure integration with your back office/ERP system allows buyers to access just-in-time information like product info, promotions, stock availability, order history and more anytime, anywhere
OrderTaker runs on the AWS cloud or for on-premise solutions, allowing your data to be secure and scalable from any configuration, location and requirements
OrderTaker allows reps to plan out their day on a map while allowing sales managers to setup daily routes and show reps’ GPS coordinates from where orders were taken and the time spent at each customer to help manage your sales teams more effectively.