Retail Merchandising Execution

Keep management informed of Retail merchandising enablement activities through OrderTaker’s Retail execution platform to optimize in-store selling decisions in real-time

Retail Merchandising Execution

  • Keep management informed of Retail merchandising enablement activities through Retail execution to optimize selling decisions in real-time

  • Conduct in-store audits, take planograms, assess shelf attractiveness and execute surveys for merchandising and Retail enablement

  • Avoid stock-outs and voids, maintain execution gaps, manage assets and ensure product compliance

  • Stay informed of Retailers’ placement, positioning and promotional activities for your products and those of competitors so you can optimize them

  • Manage merchandisers’ activities and gain insight on valuable Retail execution information to help you make informed selling decisions

PersonalizedRetail ExecutionApp

Optimize Retail Compliance and Performance

Discover compliance errors and resolve them effectively while consistently tracking merchandising performance

Apply Smarter In-Store Execution

Review planograms and shelf availability to ensure stock-outs and voids, maintain execution gaps and manage on-shelf assets

Improve Management of Field Sales Teams

Deploy field sales teams to specific routes to maximize territory coverage and assign them to in-store merchandising activities to grow revenues

Review Execution Activities

Use advanced visual dashboards and analytics to gain insights from planogram compliance, product availability and merchandising execution by territory, region, store, category and more to plan and make more informed decisions

Value Propositions

Fast & Efficient

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.

Visibility into In-Store Execution:

Review planograms and in-store display intelligence to reveal insights on pricing, competitive intelligence and strategies to improve in-store selling

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Maximize Retail Merchandising

Allow field reps to quickly create and update surveys, take planograms, place replenishment orders and share dashboards and analytics on team performance and execution

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Goal Tracking

Stay up-to-date on how you are tracking to team and individual sales rep goals so you can share these insights with leadership anytime

Support Any Trade Promotion

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

Improve Product Availability

Avoid stock-outs and voids to ensure your products are always well-stocked and moving on and off the shelves

Online/Offline Mode

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.

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Collect Payments

Accept cash, credit, debit and other payments through field rep app integration with payment gateways

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Intuitive User Experience

OrderTaker is easy-to-use, simple and completely intuitive to help Wholesale buyers engage with the platform regularly and maximize your sales

KeyDifferentiators

Support Any Trade Promotion

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

Define Business Rules

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

Supports Global Requirements

Setup and personalize OrderTaker to the local language, currency, time zone, tax rules and other options to support global implementations

Customer Specific Pricing

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

Inventory and Credit Validation

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

KeyFeatures

Insightful Data and Analytics

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

Seamless Integration with your ERP/Back-office Systems

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

Cloud or On-premise Support

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

Plan Customer Visits and Route Accounting

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.

increase order size, sell faster, smarter and more effectively.

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