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What is Order Taker?

Order Taker is recognized as the leading app for mobile ordering in wholesale and B2B eCommerce, known for its exceptional user-friendliness and rich feature set. We pride ourselves on providing an experience that is not only easy to navigate but also intuitive for users who may not have a technical background. Our platform offers a highly customizable DSD mobile ordering solution that seamlessly integrates with any back-office accounting systems. Moreover, we provide advanced mobile ordering capabilities designed specifically for field sales and B2B web stores, catering to the specific needs of sales representatives and buyers alike. Sales representatives can take advantage of the mobile or tablet app's offline functionality, allowing them to place orders, access order history, and retrieve account information even when they are not connected to the internet. This versatile mobile ordering app and B2B eCommerce platform address the varied demands of wholesale distributors and large brands, regardless of their scale. Additionally, our dedication to innovation drives us to constantly improve our platform, ensuring it evolves to meet the changing needs of our community. As a result, we help our users stay ahead in an increasingly competitive market.

What is CIS-Companion Route?

Our Companion® Route software offers unmatched benefits for enhancing delivery operations. Users on the mobile platform can swiftly input quantities to invoice, whether by product or customer, utilizing established screens for billing, orders, and returns. Additionally, the mobile interface allows users to answer various questions and capture images. Office reports enable comprehensive access to these responses and photographs. Customers can also examine sales and return data from the previous week, broken down by product. This system facilitates a quick review of critical statistics such as sales figures, returns, and return percentages, both in monetary terms and unit counts, categorized by customer and product. Such insights empower more effective decision-making. All data is securely stored in a cloud vault that is accessible to the handheld device, ensuring confidentiality. For added security, the delivery personnel only have access to the card type and the last four digits, safeguarding sensitive customer information. Users can feel confident knowing their data is protected while still benefiting from the software's robust features.

Media

Media

Integrations Supported

QuickBooks Online
Acomba
Infor Financials & Supply Management
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
NetSuite
Oracle Fusion Cloud ERP
QuickBooks Online Advanced
SAP Business One
SAP ERP
Sage 100
Sage 300
Sage 50
Sage X3
Xero

Integrations Supported

QuickBooks Online
Acomba
Infor Financials & Supply Management
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
NetSuite
Oracle Fusion Cloud ERP
QuickBooks Online Advanced
SAP Business One
SAP ERP
Sage 100
Sage 300
Sage 50
Sage X3
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$50 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

OrderTaker

Date Founded

2017

Company Location

United States

Company Website

ordrtakr.co

Company Facts

Organization Name

CIS Group

Date Founded

1977

Company Location

Canada

Company Website

www.cis-group.com/en/suites-en/cis-companion-route/

Categories and Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Order Entry

Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management

Categories and Features

Distribution

Barcoding / RFID
Import / Export Management
Inventory Management
Order Management
Purchasing
Returns Management
Sales Forecasting
Shipping Management
Warehouse Management

Food Service Distribution

Costing
Customer Management
Import / Export Management
Inventory Management
Lot Tracking
Order Management
Picking & Routing
Purchasing
Quotes / Estimates
Traceability
Vendor Management
Warehouse Management

Mobility

App Management
Barcode Scanning
Compliance Management
Content Management
Data Collection
Data Management
File Management
Forms Automation
Mobile Messaging
Remote Access
Remote Systems Monitoring

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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