Best Order Taking Software for B2B Business

Order Taking App to Streamline Field Sales and Maximize Every Visit

Faster, Smarter Order Booking on the Go

Allow your field reps to record orders directly on their mobile devices using the Order Taking App.
Show real-time product availability, pricing, and offers at the time of order.
Avoid missed SKUs or errors with guided product lists and dynamic order forms.

Boost Cross-Selling with Built-In Recommendations

Showcase related or bundled SKUs based on order history or store type.
Encourage full-range selling with visual product prompts and smart filters.
Enable field reps to sell more without needing deep product knowledge.

Comprehensive Scheme Management

Display applicable schemes during order taking—based on store profile, product, or quantity.
Auto-apply discounts, free goods, or combo offers without manual inputs using the smart logic of the Order Management System.
Ensure every outlet benefits from your trade promotions, not just top-performing ones.

Eliminate Stockouts and Over-Ordering

Track past orders and store buying patterns to guide optimal order quantity.
Set order limits based on product movement and expiry risks.
Minimize returns by reducing overstocking of slow-moving items.

Complete Visibility for Managers and Supervisors

Track all placed, rejected, or pending orders in real time through the central Order Management Software.
Analyze rep-wise, region-wise, or product-wise order performance instantly.
Use live dashboards to ensure field reps are covering the right outlets and pushing the right SKUs.

What Our Customers Say

PepUpSales is a full-fledged integrated Sales Force Automation along with Distributor and Dealer Management solution. It provides us a 360 degree view of all the sales orders and deliveries along with Sales and field activities. PepUpSales team has integrated our SAP with the solution giving the 2 way communication and visibility at each required point. Excellent application with support and highly recommended!!

By using PepUpSales CRM and SFA we are able to manage our Leads, Projects, and Sales activities. The system is well equipped in giving the real time marketing and sales information and helps our sales team to engage better with customers by having the required information on the go even if they are offline.

PepUpSales has integrated the solution with our complex Oracle ERP and has given our sales team and customers a very user-friendly and easy to use application. With millions of SKU and large data in our system, the team has managed to run the app in a streamlined way with fast syncing time.

With excellent support and services, PepUpSales has helped us to manage to execute channel development. The sales team can effectively work with the easy to use the app on the field and company has a complete data of the activities going at each dealer point. Support is undoubtedly the best !!

PepUpSales provided us with a Visual Merchandising and Retail Execution solution. Their multi industry implementation experience and knowledge leverages the solution with the best practices to be incorporated and giving the edge in the market to our sales and merchandising team. Superb support by the team!!

After trying different solution and not getting the solution and support as required in our industry, we moved to PepUpSales. We have been using the solution for many years and must say the support and services is one of the best. The team is very happy using the easy to use solution.

PepUpSales has helped us to manage and execute Channel Development in Aftermarket Business handling for Multi brand Spares part business. PepUpSales Loyalty and Sales Management has boosted our sales in existing markets and helped us in developing new markets having the real time data of the Retail execution and Mechanics in different markets. The After sales support of PepUpSales team is exceptional !!

One of the best SFA provider for FMCG, We are using their Mobility Software for Pre Sales and Van Sales, highly recommended.

Frequently Asked Questions

What Is an Order Taking App? +

An Order Taking App is a mobile solution that allows field sales representatives to book orders digitally during store visits. It helps eliminate paperwork, reduce errors, and speed up the order booking process — while giving field sales reps access to real-time product availability, pricing, and schemes.

What Is Order Management Software Used For? +

Order Management Software helps businesses manage and track orders from creation to fulfillment. It automates order capture, applies schemes, monitors inventory availability, and ensures seamless communication between field reps, distributors, and back-end systems — resulting in faster and more accurate order processing.

How Is PepUpSales Order Management System Different? +

PepUpSales’ Order Management System is designed specifically for field sales operations. It offers real-time stock visibility, in-app scheme application, guided order suggestions, multilingual support, and seamless ERP or DMS integration. The system is lightweight, offline-enabled, and built for quick field adoption.

Can Field Reps Place Orders in Low or No Network Areas? +

Yes. The Order Taking App works in offline mode. Field reps can take orders without internet connectivity, and the data syncs automatically when the device comes back online. This ensures uninterrupted order booking even in rural or remote locations.

How Does the App Help Prevent Order Errors and Missed SKUs? +

PepUpSales provides guided product catalogs, smart filters, and visual prompts that help reps select the right SKUs. Scheme eligibility is auto-verified, and dynamic order forms reduce the chances of manual entry errors — making the entire process more accurate and efficient.

Can Field Reps View Ongoing Schemes While Taking Orders? +

Absolutely. The app displays all applicable schemes, discounts, or combo offers in real time, based on the store type, product, and quantity. This encourages higher order value and ensures consistent scheme adoption across retail outlets.

Does the Order Management Software Help with Cross-Selling? +

Yes. The app recommends related SKUs or combo packs during order entry based on past orders or store behavior. This built-in recommendation engine supports full-range selling and helps increase average order value.

Is the Order Taking App Easy for Field Reps to Use? +

Yes. The app is designed with a clean, intuitive interface. Reps can place orders in just a few taps, check stock availability, view ongoing offers, and even see previous order history. It supports regional languages and works smoothly even on basic Android devices.

Can This System Be Integrated with ERP, DMS, or Tally? +

Definitely. The Order Management System integrates seamlessly with ERPs like SAP, Tally, and DMS platforms. This ensures real-time syncing of orders, stock, and financial data across your sales ecosystem.

Smart Order Taking System to Boost Sales Efficiency and Revenue Growth

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