Unify capture routes
Let app, web and assisted orders feed the same supplier workflow.
Wholesale Order Taking Software
Wholesale order taking software that gives the office cleaner first orders.
Move calls, messages, rep notes and customer self-service into a supplier-owned capture workflow with account pricing and review attached.
Example order
Order taking control board
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01
Customer selected
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02
Products and prices checked
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03
Order notes captured
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04
Supplier review starts
Real Porosi product screens. Customers can order on iOS, Android or the web, and submitted orders appear in the supplier dashboard for review.
Software route
Order taking must reduce retyping before the morning queue builds.
The first version of a wholesale order must already include customer, product, price, quantity, note and delivery details.
Start from the account
Use customer products, prices, history and delivery expectations from the beginning.
Capture notes clearly
Keep exceptions and practical details attached to the basket.
Review centrally
Give staff a structured order before fulfilment or finance work starts.
One order, two perspectives
Cleaner order taking helps buyers and protects staff time.
A buyer builds the order from the products, prices and history available to their account. When they press submit, customer self-service orders, staff-assisted baskets, rep-supported orders and account pricing stay with the order, so the supplier can check it without retyping a call, email or message.
Customer side
Customers and reps need
- A fast route for routine orders.
- Support when a customer still needs help.
- Confidence that the supplier sees notes and changes.
Supplier side
Order desks need
- Fewer calls and messages to rebuild.
- Customer details visible before review.
- One workflow for customer and assisted orders.
What the supplier receives
What matters in order taking software: what the office no longer retypes.
The supplier team receives one order record with customer self-service orders, staff-assisted baskets, rep-supported orders and account pricing. Staff can check exceptions before picking, delivery or invoice preparation begins.
Channel
Scattered capture
Orders arrive from calls, messages and notes.
Connected capture
App, web and assisted orders meet in one workflow.
Context
Blank entry
Staff add account rules later.
Account-aware start
Products, prices and history shape the order early.
Next step
Office rebuild
The first usable order is created by staff.
Reviewable order
Staff check a structured basket instead of recreating it.
Rollout
Start with the channels that create the most retyping.
Use recent calls, message orders and rep-assisted orders to test whether capture becomes cleaner.
List order sources
Map calls, WhatsApp, email, POs, rep orders, app orders and web orders.
Choose frequent accounts
Use customers whose order history and prices matter every week.
Check review quality
Compare the captured order with what staff currently have to rebuild.
FAQ
Frequently asked questions about Wholesale Order Taking Software
How would Wholesale Order Taking Software work for a regular customer?
The first version of a wholesale order must already include customer, product, price, quantity, note and delivery details.
What can buyers do with order taking software?
A fast route for routine orders. Support when a customer still needs help.
What does the supplier team receive from order taking software?
Fewer calls and messages to rebuild. Customer details visible before review.
How does Porosi start a rollout?
Use recent calls, message orders and rep-assisted orders to test whether capture becomes cleaner.
See it with your own accounts
Check wholesale order taking software against your current workflow.
Use current order examples and account rules so the capture flow can be evaluated honestly.