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Sales rep order taking

A sales rep order taking app that keeps the office out of retyping mode.

A sales rep order taking app for wholesale customer accounts. Help reps capture customer orders with account products, pricing context, order notes and supplier review behind every submission. Porosi helps wholesale suppliers whose reps capture customer orders during visits, calls or account support move repeat trade orders into a branded customer app and web portal while keeping product access, account pricing and order review under supplier control.

Porosi supplier admin dashboard for wholesale suppliers whose reps capture customer orders during visits, calls or account support
Rep workflow
Porosi dashboard order detail view for supplier staff
Customer pricing
Porosi buyer order detail screen for wholesale suppliers whose reps capture customer orders during visits, calls or account support
Order desk review
Workflow scene Rep order-taking flow
  1. 01

    Rep opens account

  2. 02

    Products searched

  3. 03

    Customer notes added

  4. 04

    Office reviews order

See customer selection, account prices, product search, repeat orders, order notes, delivery context and office review working against your products, prices and customer ordering habits.

Rep capture

Make rep-captured orders operational from the first basket.

A sales rep order taking app has to remove guessing, price checking and office retyping from the rep-assisted order. A rep order should not arrive as handwriting, a message or a phone call that the office has to rebuild.

Porosi is not a consumer takeaway marketplace. It is a white-label ordering platform for suppliers that need customer-specific pricing, repeat order history, app and web continuity, and dashboard workflows that the supplier team can operate every day.

01

Open the right account

Start every rep order from a customer relationship and known product context.

02

Build a real basket

Use products, quantities, notes and delivery expectations while supporting the buyer.

03

Keep pricing visible

Reduce guesswork around account-specific prices and product access.

04

Submit for review

Let the supplier team check the order before fulfilment or finance handoff.

Two-sided adoption

Reps can support customers while operations keep control.

Porosi supports a connected order-taking workflow where customer context and order notes reach the supplier dashboard for review. For field sales reps, account managers, order desk teams, customer support staff and supplier operations managers, Porosi keeps familiar products, usual quantities, customer prices and delivery detail in the ordering experience. For the supplier team, orders arrive in a form that is easier to review than a message thread or handwritten note.

Sales reps need

  • A fast way to capture orders during visits, calls or customer support.
  • Account context that reduces price and product guessing.
  • A workflow that lets them help customers without creating more admin.

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.
Decision proof

Compare sales rep order taking by office cleanup avoided.

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.

Account context

Customer-specific context is visible during order taking.

Workflow
Parallel channel

Rep orders sit outside normal review.

Dashboard handoff

Assisted orders enter supplier review with app and web orders.

Launch plan

Pilot with reps whose orders create the most follow-up.

Bring real customer examples into the demo so you can see Porosi against your actual products, accounts and staff workflow. Use real rep-assisted orders where customer context, pricing or delivery detail currently has to be checked after the fact.

A practical rollout for wholesale suppliers whose reps capture customer orders during visits, calls or account support starts with customer selection, account prices, product search, repeat orders, order notes, delivery context and office review and the customers most likely to adopt first. That gives your team a clear launch path before every live account starts ordering online.

01

Pick active reps

Use reps or account managers who already help customers order.

02

Use real baskets

Capture the products, notes and delivery details they handle today.

03

Measure retyping

Compare the office work before and after assisted capture.

FAQ

Sales Rep Order Taking App for Wholesalers questions.

What makes Porosi useful for wholesale suppliers whose reps capture customer orders during visits, calls or account support?

Porosi gives wholesale suppliers whose reps capture customer orders during visits, calls or account support a supplier-owned route for app and web ordering. It supports customer selection, account prices, product search, repeat orders, order notes, delivery context and office review, while keeping orders attached to account context and supplier dashboard review.

Is Porosi a takeaway marketplace or consumer ordering app?

Porosi is not a consumer takeaway marketplace. It is built for wholesale suppliers that sell to trade customer accounts and need ordering under their own brand.

Can customers use both app and web ordering?

Yes. Field sales reps, account managers, order desk teams, customer support staff and supplier operations managers can use the route that fits the order, whether that is a branded mobile app for quick repeat buying or a web portal for larger desktop orders.

What makes a Porosi demo useful?

Bring real products, prices, delivery notes, usual order history and the customer accounts you want to move online first. That lets the demo show how Porosi fits your wholesale operation, not a generic sample catalogue.

Does Porosi replace every manual order channel immediately?

No. A production rollout usually moves routine repeat orders online first, then leaves staff free to handle exceptions, customer service, substitutions and complex account questions.

Supplier-owned rollout

See sales rep order taking with your actual accounts.

Bring rep-created orders, account rules and the office handoff you want to reduce.