Open the right account
Start every rep order from a customer relationship and known product context.
Sales Rep Order Taking App for Wholesalers
A sales rep order taking app that keeps the office out of retyping mode.
Help reps capture customer orders with account products, pricing context, order notes and supplier review behind every submission.
Example order
Rep order-taking flow
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01
Rep opens account
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02
Products searched
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03
Customer notes added
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04
Office reviews order
Real Porosi product screens. Customers can order on iOS, Android or the web, and submitted orders appear in the supplier dashboard for review.
Rep capture
Make rep-captured orders operational from the first basket.
A rep order must not arrive as handwriting, a message or a phone call that the office has to rebuild.
Build a real basket
Use products, quantities, notes and delivery expectations while supporting the buyer.
Keep pricing visible
Reduce guesswork around account-specific prices and product access.
Submit for review
Let the supplier team check the order before fulfilment or invoice preparation.
One order, two perspectives
Reps can support customers while operations keep control.
A buyer builds the order from the products, prices and history available to their account. When they press submit, customer selection, account prices, product search and repeat orders stay with the order, so the supplier can check it without retyping a call, email or message.
Customer side
Sales reps need
- A fast way to capture orders during visits, calls or customer support.
- Customer details that reduces price and product guessing.
- A workflow that lets them help customers without creating more admin.
Supplier side
Order desks need
- Structured submissions instead of rep notes.
- Delivery detail and exceptions visible before fulfilment.
- A single operational flow for assisted and self-service orders.
What the supplier receives
Compare sales rep order taking by office cleanup avoided.
The supplier team receives one order record with customer selection, account prices, product search and repeat orders. Staff can check exceptions before picking, delivery or invoice preparation begins.
Capture
Field notes
The office turns notes into an order.
Structured basket
The rep captures product lines and quantities directly.
Accuracy
Guess and confirm
Pricing or product details are checked later.
Customer details
Customer-specific context is visible during order taking.
Workflow
Parallel channel
Rep orders sit outside normal review.
Dashboard next step
Assisted orders enter supplier review with app and web orders.
Rollout
Launch with reps whose orders create the most follow-up.
Use real rep-assisted orders where customer context, pricing or delivery detail currently has to be checked after the fact.
Pick active reps
Use reps or account managers who already help customers order.
Use real baskets
Capture the products, notes and delivery details they handle today.
Measure retyping
Compare the office work before and after assisted capture.
FAQ
Frequently asked questions about Sales Rep Order Taking App for Wholesalers
How would Sales Rep Order Taking App for Wholesalers work for a regular customer?
A rep order must not arrive as handwriting, a message or a phone call that the office has to rebuild.
What can buyers do with sales rep order taking?
A fast way to capture orders during visits, calls or customer support. Customer details that reduces price and product guessing.
What does the supplier team receive from sales rep order taking?
Structured submissions instead of rep notes. Delivery detail and exceptions visible before fulfilment.
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 sales rep order taking with your actual accounts.
Bring rep-created orders, account rules and the office next step you want to reduce.