How does our B2B Sales App work?

The Orderchamp B2B Sales App is now available for iPad, iPhone, and Mac with Apple Silicon (M1, M2, etc.) through the App Store.

The app is designed to give you a simple way to create orders for your Portal customers while on the go, such as at fairs or in showrooms. Once you sync your catalog, you can use the app offline and later sync your orders back when you're online.

1. Sync your catalog and customer data first
   Always start by syncing the latest catalog and customer information. This ensures you have the most up-to-date products and pricing when creating orders.
2. Create a new order properly
   When you want to start a new order, make sure to select the "Create New Order" option before going to the catalog tab.
3. Uploading orders
   • Orders can be uploaded without shipping information.
   • Shipping details can be added or edited later in the backoffice by you or by the retailer themselves.
4. Order numbers
   • The order number shown in the app is temporary.
   • Once uploaded, the order will receive a real B2B Portal order number, which will then sync back to the app.
5. Offline use
   The app can be used offline once your catalog and customer data are synced. Any orders you create offline will automatically sync to your backoffice as soon as the device is online again.

Supported functionalities

Language support — The app is available in English, Dutch, French, and German. To switch languages, go to Settings, select Language, and choose your preferred language. After switching, resync your catalog so all categories, products, and translations appear in the new language.
Product names, descriptions, and custom categories are translated when you have provided translations in your Portal. If translated content is missing, check that translations have been added in the Portal.

Custom categories — Your custom category structure from the Portal is automatically synced to the app (requires version 1.13 or newer). Browse your full category tree with the same hierarchy and display settings your customers see online. Tap Catalog and use the category navigation to browse your products. After changing category settings in the Portal, resync the catalog in the app to see the updates.

Agent support — Agents can now log in with their own account, browse the catalog, create customers, and place orders independently. Set up agents as Agents in the Backoffice first (see "Working with Agents in your team").

Improved quick order flow — The catalog views in the quick order flow have more space to manage your order while browsing, with a more prominent order summary.

Welcome email on customer upload — When adding a new customer, toggle "Send welcome email with Portal access" before saving to send them Portal access automatically. The app remembers your last setting.

Order history — View a customer's previous orders directly in their profile and quickly add the same items to a new order. Requires an active internet connection.

All product images — Swipe through the full image gallery of any product. Images are cached after viewing online, so they remain available offline.

Compact list view — Switch between grid and list view in the catalog using the layout toggle in the top-right corner. Useful when browsing large product ranges.