OrderTaker logo

OrderTaker

by OrderTaker · Since 2017
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ActiveAvailable globallyCloudOn-premise
Quick facts
VendorOrderTaker
Year launched2017
StatusActive
LocationHead Office Summit, New Jersey 07901, USA
Countries servedGlobal
Languages10
Integrations7+
Free tierN/A
Free trialN/A
Contact salesN/A

About OrderTaker

OrderTaker is an order management software from OrderTaker that simplifies the order processing workflow. It combines inventory tracking, order history, and customer management so businesses can efficiently handle client transactions. This platform allows users to monitor stock levels in real time, track past orders for better decision-making, and manage customer information to improve service. OrderTaker also provides analytics tools that offer insights into sales performance and inventory turnover. Key capabilities: inventory tracking order history management customer management analytics tools reporting features Best for: retail businesses and e-commerce companies that need a reliable solution for managing orders and customer interactions.

OrderTaker by OrderTaker is a robust route planning and sales automation software tailored to streamline operations for wholesalers, consumer packaged goods (CPG) suppliers, manufacturers, and brands. Its core functionality centers on optimizing direct store deliveries, managing purchase orders, and improving efficiency across multiple warehouses and client locations. This platform delivers a suite of tools that facilitate route planning, sales tracking, customer mapping, and inventory management, empowering field reps and sales teams to manage on-the-go operations seamlessly. Designed for businesses prioritizing efficiency in field sales and order management, OrderTaker includes powerful features such as sales automation, scheduling, real-time tracking, and custom pricing, making it a compelling solution for companies handling complex supply chains and distribution channels. One of OrderTaker’s standout qualities is its user-friendly interface, designed to simplify complex workflows and improve accessibility for users of various technical backgrounds. The dashboard is visually appealing and intuitively organized, offering quick access to essential functions like route planning, order tracking, and customer management.

Pros & Cons

Pros
  • Mobile-first: Designed specifically for field sales representatives, enabling easy order taking on the go.
  • Real-time data: Provides access to up-to-date product information, pricing, inventory, and customer data.
  • B2B eCommerce: Offers a web store solution for online ordering and sales.
  • Integration capabilities: Connects with popular accounting and ERP systems.
  • Pricing: Relatively affordable starting price.
Cons
  • Unproven track record: While the company aims to democratize the industry, its long-term impact and reliability are yet to be fully established.
  • Feature depth: Compared to more established competitors, OrderTaker might lack advanced features or customization options.
  • Support and resources: The level of customer support and available resources may not be as extensive as larger software providers.

Features

Key features

1, Mobile Order Taking

Enables sales reps to take orders on mobile devices, increasing efficiency and productivity.

2. Mobile CRM

Provides a comprehensive view of customer information, including account details, contact information, and order history.

3. Task Management

Helps sales reps prioritize and manage their tasks effectively.

4. B2B Ecommerce

Offers a customizable online store for customers to place orders directly.

5. Route Accounting DSD

Optimizes delivery routes and streamlines the direct store delivery process.

6. Trade Promotions

Manages and tracks promotional offers to incentivize sales.

7. Proof of Delivery

Captures electronic signatures and proof of delivery for accountability.

8. Retail Merchandising Surveys

Collects data on product placement and merchandising execution.

9. Inventory Management

Tracks inventory levels and restocking needs.

10. Mobile Order Tracking

Provides real-time visibility into order status and delivery progress.

Additional features

1. Retail Merchandising Surveys

Survey creation and distribution

Survey data collection and analysis
2. Inventory Management

Inventory levels tracking

Stock alerts
Inventory adjustments
3. Mobile Order Tracking

Real-time order status updates

Delivery tracking
Push notifications

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Economy
USD 55/mo
billed monthly
Business
USD 80/mo
billed monthly
Enterprise
USD 105/mo
billed monthly

Countries & Languages

Global
Countries served
10
Interface languages
1
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutchChineseJapaneseKorean

Billing currencies

🇺🇸USD

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