QuickBooks Online and Desktop

OrderTaker field rep mobile ordering and B2B eCommerce integration with QuickBooks Online and Desktop. Integrate QuickBooks Online and Desktop with OrderTaker to help your field reps sell smarter, faster and more effectively.

OVERVIEW​

As a certified QuickBooks partner, OrderTaker’s QuickBooks Online and Desktop sales app is your best option for integrating effectively and securely with QuickBooks Online and Desktop to allow for mobile order taking, trade promotions, B2B eCommerce, route accounting, direct store delivery and order management in an all-in-one solution for Wholesale Distributors and Manufacturers.

Using a seamless integration process, OrderTaker’s QuickBooks Online and Desktop sales mobile app offers an advanced integration using the OrderTaker-QuickBooks plugin that enables real-time data sharing of customers, products, pricing, inventory, promotions and all order documents including quotes, orders, invoices, delivery documents, returns, credit memos and much more.

OrderTaker is available on the QuickBooks marketplace app store.

MobileOrder Taking

Equip your field reps with an easy-to-use mobile app to increase order size, sell faster, smarter and more effectively.
  • Allow your field reps the ability to increase order size while selling smarter, faster and more effectively anytime, anywhere with OrderTaker’s QuickBooks integrated sales mobile app

  • View high-definition digital catalogs with multi-media images, videos and product details

  • Access a 360-degree view of every account, credit information and more in real-time

  • 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

Route Accounting DSD

Drive Van Sales and Maximize Opportunities.
  • Allow your van sales reps the ability to increase order size while selling smarter, faster and more effectively anytime, anywhere, including offline

  • Automate van sales rep processes including tracking real-time inventory, stock replenishment, creating returns, sharing invoices, collecting payments, confirming proof of delivery and more

  • Access a 360-degree view of every account, credit information and more in real-time to allow van sales reps to make optimal decisions on the van sales

  • Manage van sales reps more efficiently with geo-tracked and time-stamped views of where and when orders were taken.

Mobile CRM

Allow reps to access a 360° view of any customer at their fingertips.
  • 360° view of assigned customers, anytime, anywhere

  • View past and present order documents from assigned customers to maximize interactions

  • Access sales intelligence data on accounts, credit information, contacts, locations and more in real-time to help reps make informed buying decisions

  • Mobile CRM for Wholesalers accessible via a native Android, iOS or iPad app, accessible offline

TradePromotions

Sales with customized promotions to fit any campaign.
  • Configure trade promotions across all channels through one highly configurable interface

  • Personalize promotions for cross-sell and upsell through a range of available business rules.

  • Offer bundled package promotions via the mobile app or B2B eCommerce portal uniformly

  • Eliminate expiring inventory and promote stagnant products through a range of customer appealing real-time promotions

B2B eCommerce

Allow your customers to buy from you anytime, anywhere.
  • Allow Retail, Convenience store and Hospitality buyers to order from your self-service, branded B2B eCommerce portal or mobile app anytime, anywhere

  • Provide a customized buyer experience with the ability to browse your extended catalog, customer pricing, trade promotions, stock availability, order history and more

  • Manage an analytics dashboard of insights from both online and field-rep channels to allow you to maximize buyer behaviors, promotions and more.

  • Combine the omnichannel of both online and field-rep channels into a single platform for more efficient management and unified buyer experience

Sell with Swagger using OrderTaker in the B2B Apparel & Accessories industry

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Better than any visual

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It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using ‘Content here, content here’, making it look like readable English. 

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