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Quick Summary
Field sales software lets sales reps take orders, check stock, and see customer history from a phone or tablet. Instead of writing orders on paper, the rep enters them on the spot. For wholesale businesses, the software keeps each account’s prices and products in one place.
- Field sales software saves time and reduces mistakes by entering orders on the spot.
- Wholesale businesses need software that handles orders, pricing, and inventory, not just route maps.
- Check whether the tool connects with QuickBooks so orders and invoices stay in sync.
- Confirm that the app works offline and syncs orders later for areas with weak signal.
- Ask each vendor for a demo using your own products and customers before you buy.
What Field Sales Software Does for a Wholesale Business
Field sales software lets sales reps take orders, check stock, and see customer history from a phone or tablet. Instead of writing orders on paper and typing them in later, the rep enters them on the spot. That saves time and reduces mistakes.
For a wholesale business, this matters a lot. Your reps visit many accounts each week, and each account may have its own prices and products. The software keeps that information in one place, so the rep always has the right details.
Orders in Seconds offers OIS Pro, a mobile app for field sales reps that works for wholesale orders. Reps can build orders during store visits.
Top Field Sales Software Options Compared
Many tools claim to help field teams, but they are built for different jobs. Some focus on mapping routes. Others focus on tracking leads. A wholesale business needs software that handles orders, pricing, and inventory, not just territory maps. The table below compares options on wholesale fit, not just feature lists.
| Software | Workflow focus | What to evaluate | Vendor details |
|---|---|---|---|
| Orders in Seconds | Wholesale order capture and connected sales workflows | Customer pricing, inventory visibility, offline ordering, and QuickBooks setup | View product and plans |
| Badger Maps | Sales mapping, route planning, and territory management | Order-entry requirements and connections to your existing systems | View product and plans |
| SPOTIO | Field sales activity, territory, and pipeline management | Wholesale order capture and accounting or inventory connections | View product and plans |
| SalesRabbit | Canvassing, lead management, and field team management | Fit for repeat wholesale orders, catalogs, and customer pricing | View product and plans |
| Salesforce Maps | Mapping and routes within the Salesforce ecosystem | Required Salesforce licenses, data setup, and order workflow | View product and plans |
| Salesforce Sales Cloud | Customer relationship and sales pipeline management | Mobile order entry, inventory visibility, and ERP integration requirements | View product and plans |
Use the vendor links above to review current plans and request a quote. Compare the full cost of licenses, required add-ons, integrations, setup, training, and support. A free trial and a permanent free plan are different.
Orders in Seconds: Built for Wholesale Distributors
Orders in Seconds offers products for field sales, inside sales, inventory, and deliveries, along with QuickBooks integration. Explore OIS Pro for field sales and OIS wholesale B2B software. Confirm which products and integration services are included in your proposed setup.
Pros:
- Connects with QuickBooks
- Covers orders, inventory, and deliveries together
- Offers separate products for field sales, inside sales, inventory, and delivery workflows
Before choosing:
- Confirm the complete cost of the apps, integration, implementation, and support your workflow needs
Best for: wholesale distributors who want one system for field orders and back-office work.
Route and Territory Tools: Badger Maps, SPOTIO, and SalesRabbit
Route and territory tools help reps plan their days.
If your main need is taking orders, check whether a route tool can handle that before you buy it.
What to Ask Before You Buy
Ask each vendor to demonstrate the same workflow using your own products and customers:
- How do customer-specific price lists and order minimums work?
- How often does inventory update, and how is available stock calculated?
- Which functions work offline, and how are sync conflicts handled?
- Which records connect to your accounting or ERP system?
- What does implementation include: data import, training, and a pilot with your reps?
Match the tool to your biggest pain point first.
B2B Order Management Software: What to Look For
B2B order management software tracks orders from the moment they are placed until delivery. Good software handles customer-specific pricing, order history, and stock levels.
When you compare options, look for these features:
- Customer-specific pricing and catalogs
- Inventory visibility with clear update timing and stock availability rules
- Order history for each account
- Integration with your accounting system
- Offline access for areas with weak signal
Orders in Seconds provides inventory visibility for sales teams and an eCommerce app for customer ordering. Ask how product availability and customer pricing are shared across the apps you plan to use.
QuickBooks Integration for Wholesale: How It Works and What to Check
Many wholesalers use QuickBooks for accounting. A good integration sends orders from your field app into QuickBooks, which saves retyping and reduces data-entry errors. Follow a step-by-step guide to integrating order management with QuickBooks to see how it works. But integration depth matters more than a logo on a website. You need to know how data flows, how often it syncs, and who owns the data.
Before you buy, check these points:
- Which QuickBooks version you use. Editions differ in what they support. Check whether QuickBooks Manufacturing & Wholesale fits your business.
- How your products, customers, and prices are mapped between systems.
- Whether invoices and payments sync back to the field app.
- How much setup work your existing workflows need.
- How often data syncs, real-time, hourly, or manual.
- What happens when the sync fails or conflicts occur.
- Whether you can export your data if you leave the software.
Orders in Seconds connects with QuickBooks, and its OIS Connect service links third-party software. Ask the vendor to show how your specific QuickBooks setup will work before you sign.
Beyond QuickBooks: ERP, Inventory, and CRM Integrations
Wholesale businesses often run more than QuickBooks. You may have an ERP for inventory, a CRM for customer history, or a warehouse system for stock levels. Ask whether the field sales software can connect to these systems, and how deep the connection goes.
A common pattern is that vendors offer a native QuickBooks integration but require custom work for other systems. That custom work can add cost and time. Ask about API availability, sync frequency, and whether the integration is one-way or two-way. For example, can a rep see live inventory from your ERP, or only a daily snapshot?
Data Ownership and Security
Your customer lists, pricing, and order history are valuable. Before you buy, confirm who owns the data and how you can get it out. Ask about role-based permissions so reps see only what they need. Check whether the vendor provides audit trails for orders and price changes. These details protect you if a rep leaves or if you switch systems later.
Watch out: some vendors charge extra for data export or limit how much you can pull out. Get the export terms in writing before you commit.
Mobile Sales App for Wholesalers: Working From the Field
A mobile sales app lets reps take orders from a phone or tablet. For wholesalers, the app should show pricing, stock levels, and past orders for each customer. It should also work when the signal drops.
Offline access matters more than many buyers expect. Reps often visit stores in rural areas or basements with no signal. Confirm that the app saves orders offline and syncs them later.
Booking Your Demo and Choosing Your Software
Start by listing your must-have features. Include order entry, pricing rules, inventory, QuickBooks sync, and offline use. Then shortlist two or three tools.
Ask each vendor for a demo that uses your own products and customers. Watch how long it takes a rep to place a real order. Ask about training and support too, since adoption often decides whether the software succeeds.
To see how Orders in Seconds fits your operation, book a demo through the company’s website. You can review the OIS Pro app, the eCommerce app, and the integration options with your team before you buy.
See field sales software in action
Test your wholesale order workflow with Orders in Seconds using your products and accounting requirements.
Frequently Asked Questions
What is the best software for wholesale distribution?
The best choice depends on your team. Wholesale distributors usually need order taking, inventory visibility, customer pricing, and accounting integration in one place. Orders in Seconds is built for this kind of work, with tools for field sales reps, inside sales, warehouse staff, and delivery drivers. Compare a few options against your daily tasks, then book a demo to see how each one handles your real orders and your QuickBooks setup.
Can field sales software connect to QuickBooks?
Many wholesale field sales tools can connect to QuickBooks, but the depth of that connection varies. Ask each vendor whether orders, customers, products, and invoices sync in both directions. Also ask how they handle custom fields and legacy workflows. Orders in Seconds connects with QuickBooks and offers integration options through its OIS Connect tool. Confirm the exact setup for your account during a demo.
What features should I look for in wholesale field sales software?
Start with order taking on a phone or tablet, live inventory so reps do not sell out-of-stock items, and customer-specific pricing. Route planning and visit tracking help reps who drive between accounts. Offline access matters if your reps work in areas with weak signal. Finally, check whether the software can grow with your business and whether it is easy for your team to learn.
How does field sales software improve B2B order management?
Field sales software lets reps capture orders digitally rather than retyping paper forms or spreadsheets. Connected workflows can then share those records with office and warehouse teams. Update timing, offline behavior, and error handling depend on the setup, so test the full workflow before rollout.
