What is OrderTaker?

OrderTaker delivers an integrated ERP solution that streamlines business operations for manufacturers, wholesalers, distributors, and small businesses. The platform combines robust accounting, inventory management, CRM, POS, and B2B eCommerce functionalities in a single, user-friendly system accessible on mobile and desktop devices. Its intuitive interface allows seamless order management, inventory tracking, sales tasks, purchasing, and automated workflows, helping teams sell smarter and faster while reducing operational costs.

With advanced features such as real-time inventory visibility, customizable user permissions, secure multi-device access, and deep integrations with major accounting and eCommerce platforms, OrderTaker empowers organizations to gain full control over their business processes. The system offers detailed analytics, customizable reporting, route optimization, merchandising surveys, and automated trade promotions, all designed to enhance efficiency, boost sales, and optimize business growth.

Features

Unified ERP Platform: Combines accounting, inventory, order management, CRM, and B2B eCommerce in one system
Real-Time Inventory Management: Enables tracking of products, warehouses, bin locations, serial and batch numbers, and stock movements
Customizable User Roles and Permissions: Secure access for different user types with configurable permissions
Mobile and Desktop Compatibility: Full-featured mobile apps for Android, iOS, tablet, and desktop access
Advanced Reporting and Analytics: Provides dashboards, custom and template reports, analytics, and deal pipeline management
Integrated POS and CRM: Supports mobile and desktop POS, customer data management, and trade promotion automation
Workflow Automation: Approvals, task management, reminders, and lifecycle tracking for projects and sales
Seamless Integrations: Connects with popular accounting, ERP, CRM, and eCommerce systems such as QuickBooks, Xero, Sage, SAP, Oracle, Shopify, BigCommerce, WooCommerce, and more
Route Tracking and Optimization: Allows creation, scheduling, and optimization of sales and delivery routes with geo-tracking
B2B eCommerce Portal: Branded self-service online portal and mobile app for buyers with personalized catalogs and pricing

Use Cases

Managing end-to-end sales and purchase orders for wholesale distributors
Automating inventory control and tracking for multi-warehouse operations
Enabling field sales agents to process mobile orders and access customer data on the go
Facilitating real-time product catalog browsing and trade promotion campaign management
Optimizing delivery routes for van sales and proof of delivery verification
Customizing B2B eCommerce storefronts for manufacturing and retail clients
Streamlining merchandising surveys and retail shelf audits
Integrating existing financial systems for unified reporting and business intelligence

FAQs

What is the difference between Economy, Business, and Enterprise tiers?

The Economy tier is designed for small businesses with basic order-taking needs, the Business tier caters to larger businesses with scaling sales teams, and the Enterprise tier allows for large-scale personalizations and customizations along with advanced support.
Do your costs include back-office integration?

Yes, every OrderTaker implementation involves integration with back-office accounting systems and CRMs as part of their professional services, providing real-time data synchronization tailored to client requirements.
What type of support can I get from OrderTaker?

OrderTaker provides professional services, implementation assistance, hands-on training, and 24-hour turnaround support to address any issues and ensure customer satisfaction.