OrderTakerCRM
Mobile Ordering POS / CRM
Free · Designed for iPad. Not verified for macOS.
The OrderTaker CRM app allows sales reps to gain access to their entire product catalog customized per customer and perfectly organized into select categories and sub-categories to easily find and add items to a cart from a mobile or desktop. With support for unlimited images, barcode scanning, eSignatures, advanced filtering, email/print PDF orders, account details, a range of customized promotions and a beautiful analytics performance dashboard, OrderTaker's plethora of advanced features allow any Wholesale Distributor to scale their field sales business, increase cross-sell and upsell revenues and reduce back-office administrative costs. If you're interested in connecting the OrderTaker app to your back-office accounting system to send orders to you in real-time, go to www.ordertaker.us/contact-us/ and start today.
more - Improved product catalog browsing, search, and purchase history.
- Enhanced shopping cart accuracy, pricing verification, and promotional offer calculations.
- Improved order totals, discounts, delivery charges, and order editing.
- Fixed issues affecting order synchronization, task management, and quotation viewing.
- Optimized app startup, login, customer selection, and navigation.
- Improved loading performance, image handling, memory usage, and database efficiency.
- Enhanced overall app stability, security, and reliability.
1.1.118 Oct 18
What’s New
* Added promotional batch selection in the cart for buyers and sales reps.
* Improved cart summaries to display maximum palette weight and volume together.
* Enhanced promotional stock validation for multiple batches and alphanumeric batch IDs.
* Simplified the buyer view for regular items while supporting promotional batch selection.
* Introduced a combined filter sheet for purchase history and stock availability.
* Expanded availability filters and extended purchase history to 24 months.
1.1.117 Oct 11
• Improved app stability and performance.
• Enhanced workflows and overall user experience.
• Added smarter promotional stock warnings.
• Minor bug fixes and improvements.
1.1.116 Oct 7
• Improved app launch and login stability.
• More reliable offline data synchronization for a smoother experience.
• Added alerts when promotional product quantities exceed available stock.
• Added maximum order weight validation for customers.
• Added filters to find products not purchased in the last 3, 6, or 12 months.
• Improved purchase history filters for clearer date ranges.
• Improved promotional offer titles for better readability.
• Simplified the product and cart experience for buyer accounts.
• Improved cart order weight calculations for greater accuracy.
1.1.115 Oct 4
- Promotional Offers in Cart: View promotional badges directly on items in your shopping cart when active deals apply. Tap any badge to see promotion details and volume discount tiers.
- Dynamic Pricing on Order Edits: Adjusting item quantities when editing an existing order now automatically recalculates quantity-based discounts, special promotions, and updated totals.
- Custom Price Preservation: Custom negotiated prices entered by sales representatives are now reliably preserved across edit and repeat order workflows.
- Accurate Cost Information: Fixed product purchase cost display within customized cart layouts.
- Performance and Stability: Enhanced browsing stability across catalog categories and product listings.
1.1.114 Sep 20
• Dynamic Cart Navigation & Quotations: Dynamically updates the top navigation bar to display search, quotation PDF, configuration, and options whenever the shopping cart contains items, and presents only configuration and options when the cart is empty.
• Email Composer Cancel and Close Actions: Resolved an issue where the Cancel and Send buttons were unreadable when composing emails from customer details, and ensured the compose window closes smoothly when dismissing or saving drafts.
1.1.113 Sep 15
• iPad Layout and System Bar Fixes
• Direct Discount Dollar Editing: Allows manual entry of discount amounts directly in the cart configuration, automatically updating the percentage discount to stay in sync.
• Custom Order Prefixing: Appends a domain-specific prefix to order numbers displayed in the order history and pending list views for easier identification.
1.1.112 Aug 24
• Automatic Address Autofill: Entering a postal code now automatically finds and fills the correct country, state, and city, with offline support and improved mapping accuracy.
• Layout Improvements: Fixed form field scrolling and positioning bugs so all fields remain clickable when adding new locations.
• Due Date Selection: Choose an order due date at checkout to track deadlines.
• Invoice Quick Links: Jump directly to unpaid invoices from a customer's profile, and view online invoice PDFs in the pending list.
• Pricing Accuracy: Displays correct order totals by fixing double-tax invoicing bugs on list views.
• App Reliability: Fixed crashes occurring on startup or during background address searches.
1.1.111 Aug 12
We’ve made under-the-hood improvements and bug fixes to ensure a smoother, faster experience
1.1.110 Aug 4
Here is a release note draft formatted specifically for the App Store's **"What's New in This Version"** description:
***
**What's New in Version 1.1.109:**
- Persistent Product Variations: The app now remembers your selected item packaging variant (e.g., Box vs. Case) as you navigate between listings, details, and cart additions, providing a smoother catalog ordering experience.
- Account Deactivation: Added a self-service option to deactivate your account directly from "My Profile" and "Settings". Deactivating securely clears your credentials and database cache to protect your privacy.
- Performance & Stability: Minor adjustments to inventory calculations and general performance improvements.
1.1.109 Jul 31
- Performance improvements.
- Bug fixes and stability enhancements.
- General usability improvements.
- Various under-the-hood optimizations for a better experience.
1.1.108 Jul 17
- Performance improvements.
- Bug fixes and stability enhancements.
- General usability improvements.
- Various under-the-hood optimizations for a better experience.
1.1.107 Jul 11
- Performance improvements.
- Bug fixes and stability enhancements.
- General usability improvements.
- Various under-the-hood optimizations for a better experience.
1.1.106 Jun 29
- Added support for fractional/decimal quantities in carts and stepper controls.
- Added regular price display (oPrice) next to packaging details in cart cells.
- Added automatic pre-population of default values (Location Type, Deal Stage, Price Level) on the Create Account screen.
- Added real-time duplication validation for company names.
- Improved offline company database synchronization.
1.1.105 Jun 18
- Improved sync reliability for smoother online and offline usage
- Better customer and address data consistency
- Stronger stability across order and timeline flows
- Performance enhancements and important bug fixes throughout the app
1.1.104 Jun 15
- Improved sync reliability for smoother online and offline usage
- Better customer and address data consistency
- Stronger stability across order and timeline flows
- Performance enhancements and important bug fixes throughout the app
1.1.103 Jun 3
- Improved sync reliability for smoother online and offline usage
- Better customer and address data consistency
- Stronger stability across order and timeline flows
- Performance enhancements and important bug fixes throughout the app
1.1.102 Jun 1
- Improved sync reliability for smoother online and offline usage
- Better customer and address data consistency
- Stronger stability across order and timeline flows
- Performance enhancements and important bug fixes throughout the app
1.1.101 May 21
- Improved sync reliability for smoother online and offline usage
- Better customer and address data consistency
- Stronger stability across order and timeline flows
- Performance enhancements and important bug fixes throughout the app
1.1.100 Apr 29
- Improved sync reliability for smoother online and offline usage
- Better customer and address data consistency
- Stronger stability across order and timeline flows
- Performance enhancements and important bug fixes throughout the app
1.1.99 Apr 27
- Improved sync reliability for smoother online and offline usage
- Better customer and address data consistency
- Stronger stability across order and timeline flows
- Performance enhancements and important bug fixes throughout the app
1.1.98 Apr 21
- Improved sync reliability for smoother online and offline usage
- Better customer and address data consistency
- Stronger stability across order and timeline flows
- Performance enhancements and important bug fixes throughout the app
1.1.97 Apr 17
- Improved sync reliability for smoother online and offline usage
- Better customer and address data consistency
- Stronger stability across order and timeline flows
- Performance enhancements and important bug fixes throughout the app
1.1.96 Apr 4
- Improved sync reliability for smoother online and offline usage
- Better customer and address data consistency
- Stronger stability across order and timeline flows
- Performance enhancements and important bug fixes throughout the app
1.1.95 Mar 25
- Various bug fixes to improve overall stability and reliability
- Performance improvements for faster load times and a smoother experience across the app
1.1.94 Mar 17
- Improved product catalog browsing, search, and purchase history.
- Enhanced shopping cart accuracy, pricing verification, and promotional offer calculations.
- Improved order totals, discounts, delivery charges, and order editing.
- Fixed issues affecting order synchronization, task management, and quotation viewing.
- Optimized app startup, login, customer selection, and navigation.
- Improved loading performance, image handling, memory usage, and database efficiency.
- Enhanced overall app stability, security, and reliability.
more Version 1.1.118 Oct 18
Data Not Collected The developer does not collect any data from this app.
