OrderTaker

About OrderTaker

OrderTaker is a field sales app for wholesale distributors, brands, manufacturers, Consumer Packaged Goods (CPG) companies, and small business suppliers that offer Direct Store Delivery (DSD). Field sales reps, employers, and clients can access real-time data on products, prices, trade promotions, and purchase histories.

Users can manage inventory, track routes, and access customer relationship insights from a single dashboard. Other key features include the ability to create purchase orders, edit bills, handle delivery, set order limits, and monitor promotions in real-time. OrderTaker enables users to sign documents with digital signatures.

OrderTaker supports Stripe payments and allows sales representatives to create or edit trade promotions, charts, invoices, and credit memos on the go. Wholesalers can map out customer locations, schedule visits, and change driving routes in real-time. The platform enables companies to visualize customers and each sales rep's performance.