OrderTaker

What OrderTaker is

OrderTaker is an application layer that connects sales and ordering workflows with an ERP. It brings together order management, point of sale, CRM, B2B ecommerce, inventory consolidation, and AI predictive recommendations for manufacturers, wholesale distributors, and sales agencies. Mobile and desktop ordering tools support digital catalogs with product images, videos, and details, as well as real-time account and credit information. Inventory tools show stock across multiple warehouses and bin locations, with batch and serial number traceability. Buyers can order through a branded self-service B2B portal or mobile app and browse customer pricing, promotions, stock availability, and order history. The mobile-first platform supports offline operation, including van sales workflows for inventory, returns, invoices, payment collection, and proof of delivery. Native Android, iOS, and iPad CRM apps are available and can also work offline. The company lists integrations with systems including SAP, Sage, Microsoft Dynamics, Xero, Epicor, SYSPRO, QuickBooks, Shopify, Magento, WooCommerce, and Square. Configurable permissions control access to information such as company financials and pricing. Annual plans are priced per user: Economy is $50 a month, Business is $75 a month, and Enterprise is $100 a month. There is no free plan.

Who it suits

OrderTaker is aimed at manufacturers, wholesale distributors, and sales agencies that want ERP-connected ordering, customer management, and inventory tools. Its offline mobile workflows and buyer ordering options may also suit field sales teams and businesses serving customers through B2B ecommerce.

Limits

There is no free plan. The least expensive listed plan, Economy, costs $50 per user per month billed annually and includes CSV import and export and QuickBooks Desktop/Online integration; features such as analytics, custom reporting, and API integrations are listed under Business, while route tracking and planning are listed under Enterprise.

Getting started

1. Visit the OrderTaker website.
2. Choose an annual plan: Economy at $50 a month, Business at $75 a month, or Enterprise at $100 a month.
3. Use the included implementation assistance to tailor integrations with back-office accounting systems and CRMs.
4. Use the mobile apps on Android or iOS, or access OrderTaker on the web.

Verdict

Choose OrderTaker if your sales operation needs ERP-connected order entry, CRM, inventory visibility, or offline field workflows. The Economy plan includes mobile CRM and ordering with unlimited listed order and customer records. Look elsewhere if you need a free plan or do not want annual per-user billing.