Pharma
Field order booking for pharma distributors
Pharmacy, stockist, and distributor calls need credit control and a clear record of every visit. Order Booker keeps both on the rep's phone and in the manager's dashboard.
Last updated October 2026
How Order Booker works for pharma teams
Credit checks before booking
Each shop has a credit limit and available credit. Orders over the limit can be blocked or flagged.
A record of every visit
Check-ins, check-outs, and visit reports are kept per shop, so managers can see what happened on each call.
Quotations at the shop
Send a priced quotation during the visit and turn it into an order when the customer accepts.
Verified collections
Reps record cash, bank transfer, or credit payments, with an optional photo of the proof. The office verifies each one before the balance changes.
From shop to dashboard
Step 1
Admin sets up
Import customers and products, or set them up in the dashboard. Assign territories and plan each rep's day.
Step 2
Rep starts the day
The rep opens the app to their assigned route, daily targets, and shop list.
Step 3
Visit and book
At each stop the rep checks in, books the order, and checks out.
Step 4
Office sees it
Orders, visit reports, and verified collections appear in the dashboard the same day.
Questions
Can managers stop an order that goes over a shop's credit limit?
Yes. Depending on the setting, an order over the limit is blocked or allowed with a warning.
Does the rep need signal to book orders?
No. Orders are saved on the phone and sync when the connection returns.
Can it connect to our ERP or accounting software?
Yes. Integration with ERP, accounting, and warehouse software is mapped for each customer.
Try it with your reps this week
The 14-day trial is free, with no credit card required. Choose a plan after you sign in.