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B2B Order Taking App for Wholesale Teams

A B2B order taking app must start from the customer account.

Capture B2B customer orders, assisted baskets and rep-supported orders with private products, agreed prices and supplier review connected.

Branded Porosi buyer app home screen for B2B suppliers that need customer, staff and rep orders captured with account context
B2B account
Porosi supplier dashboard showing wholesale orders
Porosi customer order screen for B2B suppliers that need customer, staff and rep orders captured with account context
Example order B2B account capture
  1. 01

    Account opened

  2. 02

    Private range visible

  3. 03

    Basket adjusted

  4. 04

    Review queue receives order

Real Porosi product screens. Customers can order on iOS, Android or the web, and submitted orders appear in the supplier dashboard for review.

B2B capture

B2B order taking is weaker when every buyer starts from the same basket.

Approved trade customers need account products and prices in the flow before staff rely on the order.

01

Select the account

Anchor the order to a known B2B customer.

02

Use private product context

Show products, prices and history that match the relationship.

03

Support self-service and help

Let buyers order directly while staff can still assist when needed.

04

Send for review

Keep notes and delivery details visible to the supplier team.

One order, two perspectives

B2B capture has to protect account rules and buyer speed.

A buyer builds the order from the products, prices and history available to their account. When they press submit, B2B customer selection, private product ranges, account prices and usual products stay with the order, so the supplier can check it without retyping a call, email or message.

Customer side

B2B buyers need

  • Products and prices that match their account.
  • A fast way to repeat or adjust normal orders.
  • A clear route for notes and delivery detail.
Supplier side

Supplier teams need

  • Assisted orders that do not lose customer details.
  • Fewer price checks after submission.
  • A structured review state before picking, delivery or invoicing.
What the supplier receives

Compare B2B order taking by customer details.

The supplier team receives one order record with B2B customer selection, private product ranges, account prices and usual products. Staff can check exceptions before picking, delivery or invoice preparation begins.

Buyer
Generic order form

The order ignores private account rules.

Account route

The basket starts with the customer relationship.

Products
Public range

Staff correct visibility later.

Private range

Product access reflects the approved account.

Review
Loose order

Notes and context get chased later.

Supplier review

The dashboard keeps account and order detail together.

Rollout

Launch with accounts that have different products and prices.

A B2B order-taking test must include customers with real account rules, not a generic sample basket.

01

Pick account examples

Use one simple customer and one customer with special products or prices.

02

Submit app and assisted orders

Check both buyer self-service and staff help.

03

Staff review stays visible

Show the order clearly before fulfilment.

FAQ

Frequently asked questions about B2B Order Taking App for Wholesale Teams

How would B2B Order Taking App for Wholesale Teams work for a regular customer?

Approved trade customers need account products and prices in the flow before staff rely on the order.

What can buyers do with b2b order taking?

Products and prices that match their account. A fast way to repeat or adjust normal orders.

What does the supplier team receive from b2b order taking?

Assisted orders that do not lose customer details. Fewer price checks after submission.

Are Porosi mobile apps fully white-label?

Yes. The customer-facing iOS and Android apps carry the supplier name, icon, colours and ordering experience, connected to the supplier's own customer accounts and Porosi tenant.

See it with your own accounts

See B2B order taking with your customer accounts.

Bring account products, prices and recent order examples so the flow can be tested properly.