Mobile/Desktop Order Taking

Use OrderTaker’s B2B mobile and desktop ordering app for wholesalers to increase order size, sell faster, smarter and more effectively.

Mobile/ Desktop Order Taking

  • Allow your field or inside sales reps the ability to create invoices, estimates, sales orders and credit memos to sell smarter, faster and more effectively anytime, anywhere

  • View high-definition digital catalogs with multi-media images, videos, product details, tiered pricing, inventory availability and more to quickly and easily navigate to products and create orders

  • Access a 360-degree view of every account, credit information, tasks, activities, appointments, orders and more in a real-time timeline view

  • Get up-to-the-minute access to trade promotions, field rep and customer dashboards and more to help reach targets and increase day-to-day performance

  • Take advantage of a plethora of desktop and mobile omni-channel ordering capabilities and features for both field and inside sales teams

Personalized Mobile Order TakingApp

Personalize Selling and Grow Sales

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

Optimize Omni-channel Experiences

Deliver a unified, consistent, and centrally managed CRM experience, combining online desktop and face-to-face transactions

Eliminate Downtime With Native, Offline Apps

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

Seamlessly Integrate with your ERP/Back-office Systems

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

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.

360° Customer View

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.

Capture (11)

Detailed Product Information

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

Capture (4)

Quick Search and Filter Options

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

Rapid Order-to-Cash Features

Set delivery schedules, payment methods and order types while routing shipments to specific locations for increase order-to-cash of your operations.

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.

Capture (9)

Collect Payments

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

Capture (14)

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


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


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.

Shopping Basket