Route Accounting DSD

Drive Van Sales and Maximize Opportunities

RouteAccounting DSD

  • 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

Personalized Route AccountingDSD

Personalize Selling and Grow Sales

Customize product catalogs, images, prices, promotions, wish lists and more into the B2B eCommerce experience available anytime, anywhere

Optimize Van Sales Operations

View action-oriented insights, dashboard analytics and reports to allow van sales reps to optimize sales

Eliminate Downtime With Native, Offline Apps

Order online or offline with a native Android, iOS or iPad mobile app personalized for buyers


Seamlessly Integrate with your ERP/Back-office Systems

Fast, secure cloud or on-premise Integrations with any ERP or Accounting System

Key Differentiators

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.

Route Accounting

OrderTaker allows van sales 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 van sales teams more effectively.

Monitor Sales Performance

By geo tracking and time stamping sales orders on a map, managers can track when and where orders were taken to ensure customers get the maximum in-person exposure they need to make informed decisions

Proof of Delivery

Confirm deliveries by capturing eSignature and submitting the delivery to capture GPS coordinates and time stamp.

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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

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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

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.

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.

Route Maps

OrderTaker app for Wholesale Distributors integrates with Google Maps and iMaps to visually map out customer visits seamlessly to ease the journey from customer to customer.

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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

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Collect Payments

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


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

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Key ValuePropositions

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

Manager Workflow Approvals

Managers receive real-time workflow order approval notifications on their smartphone, allowing them to approve or reject price changes, orders that exceed credit limits and more.

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

Drive Van Sales and Maximize Opportunities

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