Sales Rep App & Customer
Ordering Portal
Reps take orders and quotes from anywhere, even offline, customers order on their own 24/7, and every order, invoice and credit lands in your accounting system — with each customer’s prices, promotions and commissions handled for you.
Works with QuickBooks, Xero, Odoo, Shopify & WooCommerce
From $55 per user/month · Already a customer? Sign in
See it in action
The features reps and customers use every day
Shown with sample data for ABC Company.
Take an order in under a minute
Pick the customer and their prices, terms and promotions are already applied. Search, scan or reorder from last time.
- Customer-specific pricing and promotions applied automatically
- Works offline and syncs when you are back online
- Send it as an order or a quote, with a signature
A 24/7 ordering portal for your customers
Customers sign in, see their own prices and stock, and order between rep visits, with no phone calls and no re-keying.
- Their pricing tier, promotions and recommendations
- Order history, invoices and one-click reorders
- Every order flows straight into your accounting system
Know where every rep stands
Sales by month, top customers, open orders and invoices, and each rep’s goal and commission on one screen.
- Commissions calculated for you
- Monthly goals with progress at a glance
- Low-stock alerts before a rep sells what you don’t have
Built for the road
The full app on a phone or tablet, made for reps who sell standing in a customer’s store.
- Big, tap-friendly order screen
- Scan barcodes with the camera or a Bluetooth scanner
- Reorder last order in one tap
Wholesale distributors
Field reps take orders on-site and retailers reorder through the portal between visits.
Manufacturers
Dealers and distributors check stock and order 24/7, with fewer phone calls and no manual entry.
Food & beverage suppliers
Route reps order store by store, and grocers, cafés and restaurants reorder on their own.
Everything your sales team needs
From the first quote to the paid invoice and the rep’s commission.
Order entry for sales reps
- Take orders and quotes on a phone, tablet or computer, in the store or on the road
- Live stock levels and each customer’s own prices while you order
- Favorites and a saved shopping bag for fast reorders
- Orders go straight to your accounting system — no retyping in the office
Field sales tools
- Works offline: keep taking orders with no signal, and they send themselves when you’re back online
- Scan barcodes with the phone camera or a Bluetooth scanner to add items fast
- Customer signatures on orders and proof of delivery with photos
- Route and visit planning with a map, check-ins and visit notes
- Trade-show mode: scan business cards and badges to capture leads
Customer ordering portal
- Customers browse their catalog and order 24/7 on their own
- They see their own prices, promotions and live availability
- Order history, invoices and reorders in one place
- Unlimited customer logins with the portal add-on
Quotes, orders, invoices & credits
- Turn a quote into an order in one click
- Invoices and credits with payment terms and tax codes
- Automatic document numbering that matches your accounting system
- Email copies of orders and quotes to customers
Pricing, catalogs & promotions
- Retail, wholesale, distributor or custom pricing tiers per customer
- Customer-specific prices with quantity breaks and start/end dates
- Custom catalogs so each customer sees only their products
- Promotions with special prices or % off — reps and customers are alerted automatically
Commission tracking
- Pay the writing rep, the account reps, or a split between them
- Count commission when an invoice is fully paid or per payment
- Credits come off automatically; tax can be in or out
- Commission reports and payouts per rep
Customers & account management
- Each rep sees only their own customers, matched to QuickBooks sales reps
- Customer notes, follow-up tasks and full order history
- Product ratings and feedback from customers
- Admin, sales rep and customer access levels
Purchasing
- Vendors and purchase orders
- Low-stock alerts before you run out
- Purchase orders sync to QuickBooks
- See what’s on order next to what’s on hand
Reports & dashboards
- Sales by rep, customer and product
- Top customers, trends and buying patterns
- Exportable reports for the office
- Audit log of every change
Accounting sync
- Works with QuickBooks Online, QuickBooks Desktop, Xero and Odoo
- Customers, products, prices, stock and invoices come in automatically
- New customers and approved orders go back to your accounting system
- Your accounting stays the way it is — no migration
Online stores & integrations
- Shopify and WooCommerce: product photos, barcodes and stock matched to your catalog by SKU
- Optionally send approved orders to your store for fulfillment
- Zapier app to connect thousands of other tools
- Open API and webhooks for your own systems
Connects to the tools you already use
Keep your accounting and your online store. Fulfillt Sales fits in between.
Accounting
QuickBooks OnlineQuickBooks Desktop
Xero
OdooCustomers, products, stock and invoices come in. New customers and orders go back out.
Online stores
Shopify
WooCommercePhotos, barcodes and stock matched by SKU. Orders can go to your store too.
Automation
ZapierNew orders, approvals, deliveries, customers and invoices, sent the moment they happen.
Alerts that keep reps selling
In-app, phone and desktop notifications for new promotions, low stock and order updates — each person chooses what they get.
Everyone sees only what they should
Admins see everything, reps see their accounts, and customers see their own catalog and prices.
Keeps working offline
Basements, warehouses and rural routes are no problem: orders and visits are saved on the device and sent when the signal returns.
Scan instead of search
Point the camera at a barcode, or use a Bluetooth scanner, and the item is on the order.
Signed and delivered
Capture the buyer’s signature on the order and proof of delivery with photos, right on the phone.
Guided setup
We connect your accounting system, import your customers and products, and get your reps taking orders.
Fulfillt Sales · Starting at
$55/user/month
Each admin and sales rep is a user.
Customer portal add-on
Add it to your quote
Unlimited customer logins for 24/7 self-service ordering.
Also included in Fulfillt Complete. Month to month, 2 months free on annual plans.