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Announcing our $8M fundraise to bring AI to wholesale. Read our manifesto
Announcing our $8M fundraise to bring AI to wholesale. Read our manifesto
Make order writing effortless everywhere your reps sell markets, showrooms, or in the field. With deep ERP integration, real time inventory, and an AI sales copilot that guides reps at every step.
migrated from repzio
migrated from MARKET TIME
migrated from AMP
migrated from BRANDWISE
migrated from repzio
migrated from repzio
migrated from repzio
migrated from ECAT
migrated from ECAT
migrated from NetSuite
Product Modules
Enable reps to find and showcase the right products instantly.
AI-powered search, smart recommendations, quick catalogs, and live inventory so reps can present the perfect assortment anytime, anywhere.
Help reps turn customer interest into orders effortlessly.
Build carts, create quotes, and write orders in seconds with multi cart workflows, easy reorders, offline support, and seamless ERP-backed pricing and inventory.
Understand your customers and your sales data at a glance.
Kai – WizAI
The AI Sales Copilot reads the customer’s entire history—orders, quotes, abandoned carts, and product views—and generates a clean, actionable summary in seconds.
The AI Sales Copilot analyzes buying patterns, past orders, open carts, and product behavior to surface the most relevant products for each customer—helping reps recommend with confidence.
The AI Sales Copilot gives reps instant answers about customers, products, and trends—so they never waste time digging through data or switching tools.
Product Discovery & Presentations
Serve better recommendations with “View Similar” for quick substitutes when items are unavailable, and “Frequently Bought Together” to grow cart size with natural add-on products.
Create polished catalogs and presentations in minutes—add products to a wishlist/cart, choose a template, and send it automatically to customers and internal teams.
Quotes, Carts & Orders
Build and manage multiple carts per customer with a smooth, D2C-style experience. Reps can add products, customize line items, apply promotions, and convert any cart into a quote or order with a single click.
Sales Intelligence & Analytics
Give reps instant, AI-curated assortments like Most Ordered This Year or Trending This Quarter, tailored to each customer’s buying patterns and business needs.
Integrations
Reps can view real-time product data, in-stock availability, and upcoming ETAs for out-of-stock items—so they always recommend the right products with complete confidence.
Reps can view real-time product data, in-stock availability, and upcoming ETAs for out-of-stock items—so they always recommend the right products with complete confidence.
Once an orders placed, reps can instantly view order status, shipping progress, and delivery updated—helping them answer customer questions without relying on customer service.
10%
increase in revenue
2-5
hours saved per rep daily
40+
hours saved every week
2x
faster Quote & Catalog Generation
30%
increase in revenue
25%
decrease in order entry time
30~
day seamless implementation
30~
day Netsuite integration
20%
lift in revenue
4+
rep hours saved weekly
A B2B order-taking app is a sales rep–focused application designed to help wholesale teams capture orders accurately and efficiently during in-person meetings, trade shows, or remote selling. It replaces manual methods like paper forms, spreadsheets, or emails with a structured, digital workflow that reflects how wholesale reps actually sell. Tools like WizOrder are built specifically for the complexity of wholesale pricing, catalogs, and customer-specific rules.
B2B order-taking software provides sales reps with a centralized, digital product catalog accessible on mobile or web. Reps can select products, apply customer-specific pricing, check real-time inventory, and create orders in the moment. Once submitted, orders are validated and synced directly with back-office systems like the ERP, eliminating manual re-entry and reducing downstream errors.
A B2B order-taking platform reduces order errors, speeds up order submission, and improves data accuracy across sales and operations. For sales reps, it removes administrative friction and replaces slow, manual processes with fast, reliable workflows. For the business, this results in cleaner orders, faster fulfillment, and a more consistent buying experience for customers.
Key features include a digital product catalog built for wholesale, customer-specific pricing and discounts, real-time inventory visibility, flexible ordering workflows, and seamless ERP integration. Modern platforms also reduce manual work by automating validation and ensuring orders are clean and complete before they reach operations and finance teams.
A B2B order-taking app improves sales efficiency by removing time-consuming manual tasks such as calculating pricing, checking availability, and re-entering orders later. Sales reps can capture accurate orders on the spot, spend less time fixing mistakes, and focus more on selling and building customer relationships.
An AI-powered B2B order-taking app helps product discovery by surfacing relevant products based on customer behavior, order history, and buying patterns. Instead of searching through large catalogs, reps can quickly identify bestsellers, complementary items, or suitable alternatives, helping guide more complete and confident orders.
A B2B ordering platform automates the order process by validating pricing, inventory, and business rules at the time of order creation, then syncing the finalized order directly into the ERP. This removes the need for manual checks, re-entry, or follow-ups, and ensures downstream teams receive clean, ready-to-process orders.
ERP integration is foundational to effective B2B order-taking software. It ensures that pricing, inventory, customer data, and orders stay consistent across systems. Sales reps work with accurate, real-time data, and operations teams receive orders that don’t require manual cleanup or correction.
While some basic invoicing or simple mobile CRM applications may offer rudimentary, free versions that can capture customer information, dedicated, full-featured B2B order-taking apps with ERP integration, custom pricing rules, and AI-driven features like those in WizOrder typically operate on a subscription model due to the complexity and high value of the services provided.
The best B2B order-taking platforms for small wholesale businesses are those that are easy for reps to adopt, flexible enough to support growth, and tightly integrated with existing systems. Platforms like WizOrder stand out because they are designed around real-world wholesale selling, not adapted from retail or generic CRM tools.
