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Explore WizOrder: The Sales Rep App

A. What is WizOrder?

WizOrder is the AI-first order-taking app sales reps actually love.

Designed from the rep's point of view, WizOrder supports how reps actually sell, on the road, in person, at trade shows, and in fast-moving conversations. The workflows are intuitive, flexible, and built to reduce friction, not add it. AI handles the repetitive work so reps can focus on selling.

B. Who uses WizOrder?

  1. In the field: Sales reps use WizOrder to take orders quickly and accurately, on the road, at trade shows, and during customer visits.

  2. Behind the scenes: Admins use WizOrder to manage product catalogs, pricing, oversee team performance, and ensure data flows cleanly into backend systems. 

Note: WizOrder also supports additional roles (beyond Sales rep and Admin), which include finance, managers, warehouse staff, and more. Admins control all user creation, role assignments, and access permissions.

→ Learn more about user roles and management (add link to User Management article)

C. Access WizOrder on Mobile and Web

WizOrder is available as an app (iOS and Android) and as a browser-based portal. Both experiences support the same core sales workflows, with small UI differences based on device.

  • App: Designed for sales reps selling on the go.

  • Web portal: Best for larger screens and back-office work.

→ Download the WizOrder app (iOS | Android)
→ Access WizOrder on the web (Desktop)

Finding Your Way Around WizOrder

WizOrder is built around how you sell. Here's where to find Products, Orders, Customers, and other key features on the App and Web portal.

1. The WizOrder App Layout

Sales reps are the primary users of WizOrder. This section shows where to find the key features reps use most often.

  • Exploring the Products page: wizorder 1

The Products page shows your complete product catalog. Use it to search for products, check inventory, apply filters, and add items to the cart.

 

Here's what you'll find on the Products page:

A. Top Section:

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  1. Customer Profile: Switch between customers you're serving.

  2. Notification: View alerts, updates, and downloads.

  3. AI Search bar: Find products by name, SKU, images, and more.

  4. Barcode scanner: Scan product barcodes

  5. Order Mode: Turn on to add multiple products to the catalog, cart, and wishlist.

  6. Price list: Switch between pricing options.

  7. Wishlist: Access your saved product lists.

  8. Cart: View items in your current order.

B. Main Content Area:

 wizorder 3

  1. AI-recommended products (Kai’s Smart Pick): Shows products based on the customer's order history and overall platform trends.

  2. Previously Purchased: Items the selected customer has ordered before.

  3. Categories: Browse products by category (E.g., Vases, Mirrors, Coasters, Candles, etc.)

  4. Collections: View curated product groups (E.g., New Arrivals, Best Sellers, Premium, etc.)

  5. Filter: Narrow down products by Category, Collections, Price, Inventory, size, color, shape, and other options.

  6. Sort By: Change how products are ordered (E.g., New Arrivals, Price, Name, etc.)

  7. Product Display: Switch between grid and list view.

Note: The previously purchased section appears when you select a customer, and AI-recommended products (i.e., Kai Smart picks) update to reflect their buying patterns.

C. Bottom Section:

 wizorder 4

Navigation bar: Switch between different pages: Home, Products, Customers, Sales, and More. This section stays the same across all pages.

What each page shows:

  1. Home: Dashboard/overview page

  2. Products: Product catalog and browsing

  3. Customers: Customer management

  4. Sales: Order, Quotes, Catalog, and Cart management

  5. More: Settings and additional features.

Note: When you log into WizOrder, the Products page opens by default. This is also the only page with a similar layout across all users, regardless of role.

Exploring the Home page for Sales rep:


The Home page (Dashboard) gives you a quick overview of your sales activity, recent orders, quotes, and key metrics. Sales reps see their own performance, while admins can view data across all reps and customers for operational oversight.

Note: The sections below show what sales reps see on their dashboard.

Here's what the sales rep will find on the Home page:

A. Top Section:

 wizorder 6

  1. New dashboard toggle: Switch between classic and new dashboard layout.

  2. Notifications: View alerts and updates.

  3. User profile: Access account settings and access information

B. Main Content Area:

 wizorder 7

  1. Sales Summary: The Sales Summary section provides a high-level snapshot of business performance filtered by the selected criteria.

  2. Quick Filters: Filter metrics by time, customers, and sales reps.

  3. Metrics cards - View key numbers: Draft Orders, Booked Revenue, Gross Revenue, Booked Orders.

  4. Order and Quotes panel: View orders and quotes in a summarized format.

  • Exploring the Customers page

The Customers page allows sales reps to view and manage their assigned customer accounts. From here, reps can quickly search for customers, review order and quote history, view account details, and track activity, helping them stay organized and follow up effectively.

 wizorder 8

Here's what the sales rep will find on the Home page:

A. Top Section:

 wizorder 2

  1. Search bar: Search customers by name.

  2. Create Customer: Add a new customer account.

B. Main Content Area:

wizorder 11

  1. Customers: View and manage all customer accounts in one place.

  2. Offline: Create and access customers without an internet connection. Changes sync automatically once you’re back online.

  3. Filters: Narrow down the customer list using parameters such as price list group, sales rep, or last updated date.

  4. Sort by: Organize customers by recently updated or alphabetically (A–Z or Z–A).

  5. Customer Card: A summary view of each customer, showing key account details and activity at a glance.

  • Exploring the Sales page

The Sales page allows sales reps to view and manage their orders, quotes, drafts, and catalogs in one place. From here, reps can quickly search transactions, track order status, monitor payment and fulfillment progress, and create new orders, helping them stay on top of active deals and customer activity.

wizorder 12

Here’s what the sales rep will find on the Sales page:

A. Top Section:

 wizorder 13

  1. Search bar: Search by Reference ID to quickly locate a specific order or quote.

  2. Create Order: Start a new order for a customer.

B. Main Content Area:

 wizorder 14

 

  1. Orders: View all confirmed and processed orders.

  2. Quotes: View and manage customer quotes.

  3. Drafts: Access orders that are created but not yet confirmed.

  4. Offline: Create and manage transactions without the internet. Changes sync once back online.

  5. Catalogs: Access and manage saved catalogs (if enabled).

  6. Filters: Narrow down results using parameters such as total value, customer ID, document status, and more.

  7. Sort by: Organize transactions by most recent, oldest, or other sorting criteria.

  8. Order Entry: Displays each order in a structured list format, to quickly scan key details such as status, customer, value, and fulfillment progress.

  • Exploring More page

The More page provides access to additional tools and settings beyond core sales and product workflows. From here, sales reps and admins can access reports, files, payments, notifications, and system-level functions.

Here’s what the sales rep will find on the Sales page:

 wizorder 15

  1. Settings: Access account and system configuration options.

  2. Notifications: View system alerts and updates.

  3. Report: Open the reports and analytics section.

  4. Files: Access uploaded documents and organized folders.

  5. WizPay: Manage payment collection and payment-related activity.

  6. Refer: Access referral options.

  7. Physical count: Manage or record physical inventory counts.