When reps take orders in the field, speed and accuracy both matter. Our B2B Sales Rep Mobile Ordering Solution gives them a mobile sales order app with the right catalog, pricing, terms, and inventory for each account, then creates correctly priced draft orders without using Shopify Admin.
Give reps a clean, account-scoped interface to browse, search, add to cart, and submit a draft order while talking to the buyer. This mobile sales order app keeps ordering consistent with Shopify B2B rules, without exposing admin access or theme complexity.
Reps log in, see only the companies they manage, and work inside a mobile sales order app designed for one-handed use. This keeps access controlled and reduces mistakes when teams cover multiple territories. Free Demo
Reps see the storefront experience as the customer would, including assigned catalogs, negotiated pricing, shipping and billing context, and terms. This supports mobile order taking that matches real buyer conditions, not generic pricing. Free Demo
Use search and customer-specific assortments to build carts quickly, including configuration-heavy products. This b2b order taking app helps reps avoid wrong variants and supports accurate line entry during conversations. Free Demo
Show current inventory, pricing, and discount logic while building the order. The mobile order entry app keeps reps aligned with what can ship, preventing surprise edits later. Free Demo
Create a draft order with the correct pricing and terms, then send it for buyer review and approval. This sales representative mobile app order-taking app fits trade show follow-ups and quick replenishment calls. Free Demo
These examples show where a B2B Sales Rep Mobile Ordering Solution wins, when speed, context, and accuracy all matter.
Reps need a trade show order-taking app that works fast, even when the buyer wants to check items on the spot. The b2b sales rep mobile ordering app view keeps account pricing and terms correct while the rep builds the draft order.
When a buyer is walking the floor, reps need a field sales order app that makes ordering simple. This b2b mobile app keeps the cart tied to the right customer context, then saves the order as a draft for approval.
Support teams often place orders for customers who call in. A b2b order taking app reduces time on admin screens while keeping pricing and terms intact.
Some products need a strong PDP context to avoid mistakes. The mobile order entry app keeps key product details visible, so reps place the right lines the first time.
When accounts change hands, access must follow assignments. The B2B sales representative mobile app supports clean handoffs without broad admin access.
As a Shopify b2b eCommerce agency, We map company locations, users, and roles, then store them in Metaobjects and Metafields so self-serve account rules stay consistent across channels and ongoing integrations.
We add new sections through Customer Account UI Extensions so the b2b customer portal feels native, and role-based navigation matches each team member. It works on desktop and mobile without training guides today.
Merchants define roles, and a company admin assigns them. This covers b2b customer account management and supports approvals, spend limits, and page access.
Use Admin API queries to show company-scoped orders, invoices, and balances. This doubles as a b2b online order management portal for finance roles and a b2b sales portal view for internal reps.
Create a virtual hierarchy for departments and parent-child groups, then manage shipping to addresses in one place. This supports b2b vendor portal management and keeps b2b customer portals governed as the org changes.
Track key actions, limit privileged calls to the backend, and document workflows so teams stop hitting shopify b2b limitations during account maintenance. The build ships as a b2b self serve account management portal.
Move user invites, exits, and address edits to the buyer side so your team stops doing account chores. Company admins handle routine requests without opening tickets.
Role rules and spend limits reduce wrong purchaser use, wrong address use, and mismatched approvals before checkout. The portal shows what each role can do, so teams stop guessing.
Managers see company history and repeat lines quickly, with filters that match how teams buy. Saved addresses and past items stay available across users on the same account.
Accounts payable gets invoices and balances in one place, with links back to each order. This prevents email chains over payment status and missing paperwork.
A b2b buyer portal view shows what accounts browsed and reordered, helping reps prioritize outreach. Reps can answer order history questions without asking ops for screenshots.
The company portal keeps roles, hierarchy, and addresses controlled as teams change. It reduces gaps that appear when companies grow from a few users to dozens quickly.
The Folio3 team has been absolutely amazing to work with. They're solution-oriented, deliver quality work based on our business requirements, and play a critical role in launching our initiatives.
After months searching for the right partner, Folio3 completely nailed our complexity. Their detail oriented, highly skilled team delivered a sophisticated website that created measurable business performance that we're thrilled with.
Folio3 understands our vision perfectly, providing cost-effective solutions with zero communication barriers that tripled daily orders, allowing us to compete with industry leaders
We have been working with Folio3 since 2018. We are extremely fortunate to have found such a fantastic team of people. They are professional, organized, time-sensitive, and their work is stellar. Most recently, we needed support with dynamic schema mark-up and GA4 event integrations.
As you know our project is quite complicated & involves some fairly intricate customizations. Overall we are very happy with the progress so far. We feel that your team understands our requirements very well & also anticipates issues & provides effective solutions.
The Folio3 team is a pleasure to work with. During the project, they were responsive and their turnaround time was always stellar.
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Shopify admin draft orders work, but reps need a purpose-built field tool. This mobile sales order app uses Shopify as a backend while keeping reps out of admin.
It is a rep view that mirrors the customer experience, catalogs, pricing, terms, and checkout context, so reps build the right draft order for that account.
Some flows can be designed to handle weak connectivity, but final draft creation requires a server call to Shopify.
It can be delivered as iOS and Android using native or cross-platform builds, with a secure backend.
Companies, locations, catalogs, products, variants, inventory, customers, order history, and draft orders.
Experience how reps place accurate, account specific orders on the go, with pricing, inventory, and draft creation aligned to your sales structure.
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