HomeTask Management
Get real-time alerts on up-coming tasks to always stay on top of things and execute
Allow administrators to manage all tasks for all sales reps centrally to allow management’s engagement with field execution
View reports and analytics on the status, priority, duration and assignment of tasks per customer and sales rep so management always has a detailed grasp on sales execution
Configure OrderTaker’s B2B eCommerce web store with branded elements including logos, fonts, graphics, images and more.
Offers a buyer-specific experience with customized catalogs, price lists, promotions, payment options, shipping methods and much more
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
All channels share the same back-end where configuration and changes can be made to products, price lists, promotions, workflow and customer information centrally
Allow your buyers to access your full catalog on OrderTaker via a web store or mobile app (on iOS or Android) even without connectivity
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
Configure business rules and workflow approvals so pre-defined exceptions in an order always require manager approval before final submission
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
Segregated front-end and back-end for your B2B eCommerce web store allows for optimized user experiences
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