Order Taker Competitive Differentiators Feature Overview
Order Taker comes with the most customizable and advanced features to help you personalize the Wholesale Mobile Ordering App and B2B eCommerce web store to your specific business requirements.
Customizable Direct Marketing Promotions
Increase sales conversions with customizable direct marketing promotions and special deals advertised in the sales rep and buyer’s product catalog. Apply Buy X Get Y free, Discount % Off Promotions, Expiry Dates and more. Allow promotions to be applied to select customers, select products and units of measurements and select product properties in real-time.
Real-time Access to Account Information and Credit Availability
Allow sales reps to access all real-time customer information from the mobile app anytime, anywhere, including credit availability, credit limit, billing and shipping details, buyer contact details and much more at the tip of a finger.
Never let your product catalog be in the wrong hands by taking control of which users can access your catalog and from what devices with advanced security features that put the power to manage privacy settings and security in your hands.
Develop custom integrations of Order Taker with any 3rd party accounting system and CRM while developing a customizable Field Sales Mobile Ordering app built for your unique Distribution, Broker or Enterprise Brand business and requirements.
Easy-to-use and Intuitive Interface for Non-technical Sales Reps/Managers
With an incredibly easy to use UI for both technical and non-technical users, finding products and adding them to a cart for checkout is a breeze with advanced search and filter options, carefully positioned products in categories and sub-categories and much more. Extended training is also provided.
Open API’s to Integrate with Any Accounting or CRM System
Integrate with SAP, Netsuite, Sage, Intuit QuickBooks, Xero and many other enterprise on-premise and cloud accounting systems and CRM’s to provide real-time updates on all accounting system data.
Enable a custom-built B2B eCommerce web portal to help buyers access custom product catalogs, prices and promotions to place orders from anytime, anywhere.
Sales Manager/Administrator access to an Analytics Dashboard for up-to-the-moment performance reporting, setup and configuration
Give Sales Managers access to an Admin Console where they can access a wide range of sales, product and user Dashboard Analytics to manage their team and sales efficiently and configure the solution to their custom needs, including creating and deploying promotions, setting up new users and catalogs, uploading additional product images and much more.
Sales Reps also have access to a proprietary Analytics Dashboard on the OrdrTakr mobile app to access real-time performance data and reports to ensure they are tracking and meeting targets.
Route Tracking and In-app Messaging
Managers can view sales rep routes on a day-to-day basis and send in-app messages to communicate with them in real-time and inform them of urgent issues, plan their day, recommend product promotions and much more.
Product Notes on Orders
Sales Reps can attach notes on orders of products that get sent back to management to review and approve.
Off-line Mode Access for Sales Reps
Sales Reps can access the mobile or tablet app off-line so when they’re not connected to the internet, orders can still be prepared, order history can still be reviewed and account information can still be collected. Orders only get synchronized to the back-office when they are back on-line and connected.
Support for Customer Price Lists and Item Units of Measurement
Enable customer price lists changes, accept units of measurement, including packaging details, barcodes, prices and support multiple warehouses and inventory.
Mobile Ordering App for Sales Reps and Buyers
Real-time product catalog, custom pricing, just-in-time inventory stock levels, order history, account information and more available via an iOS or Android mobile app that supports bar-code scanning, eSignatures, payment gateway and much more.