B2B ordering portal for SOS Inventory
Your catalog in their pocket.Their orders in your SOS.
Your own B2B ordering portal, connected to SOS Inventory. Your customers and reps see their prices and order from any browser; each order lands in SOS as an Estimate.
Works on desktop, tablet and phone. Nothing to install.
A 20-minute demo. 30-day free trial.
Orders come from everywhere.
- Phone calls, texts, emails, spreadsheets.
- Someone retypes every order into SOS.
- A wrong quantity, a missed line, an order found two days late.
Your customers order at their own prices.
Each customer sees the prices you set for them in SOS: their price tier, their quantity breaks and your minimum prices. No price list to send, no wrong price to correct afterwards.
Repeat orders take less work.
Customers find their past orders, see where each one stands, and send the same order again in one tap — at today’s prices.
- Pictures and categories
- Search by name or SKU
- Kits ordered as one product
- PO number and notes on every order
Your sales reps take orders wherever they sell.
A rep picks a customer and orders for them, with that customer’s prices, from a phone in the store or a computer at the office. The rep’s name goes on the order and into the Estimate, so your team knows who took it. Each rep sees the orders they placed.
Orders reach SOS without retyping.
Every order becomes an Estimate in SOS for the right customer: the lines at the prices the customer saw, their PO number, their notes and an order code you can search for. Your team reviews it, then accepts it or converts it to a sales order, as usual.
Your team stays in control. PocketPO never creates a sales order or an invoice on its own.
Everyone is kept informed. The customer gets a confirmation email; you get a new-order email. The portal shows the customer when an order is accepted or refused in SOS.
No duplicates. If SOS doesn’t answer, the order is kept and sent again safely.
Your portal, your brand, every device.
Customers see your name, your logo and your colours, at your own address (yourcompany.pocketpo.com). Emails go out under your company’s name, and replies come to you. PocketPO only appears as a small line at the bottom of the page.
Works in the browser people already use.
On a computer at the office, a tablet in the warehouse or a phone on the road. Nothing to install, and no password: people sign in with a link sent to their email.
Also included
- French and English, chosen by each person.
- Reports of portal sales by period, customer and product, with export to Excel.
- Hide products or whole categories you don’t sell online.
Up and running in three steps.
1. Connect SOS.
Approve PocketPO in SOS. Your products, prices and customers come in, and stay up to date every night or whenever you click Sync now.
2. Choose your catalog.
Hide what you don’t sell online, product by product or a whole category at a time.
3. Invite your customers and reps.
Type their email addresses. They get an invitation and start ordering.
SOS stays in charge.
- SOS stays your system of record. PocketPO reads your catalog, prices and customers, and creates Estimates. It changes nothing else.
- Your data is hosted in Toronto, Canada, kept separate from every other distributor’s, and yours to take: on request, we send you a full export.
PocketPO doesn’t take payments, create invoices or connect to QuickBooks. It shows “In stock” or “On order” from SOS but doesn’t reserve stock; your team confirms availability.
One plan. Everything included.
CA$349 a month, or CA$290 a month billed yearly (CA$3,480). Plus taxes.
Unlimited customers, orders and sales reps. 30-day free trial. No setup fee.
See PocketPO with your own catalog.
In a 20-minute demo, we show you the portal from both sides: your customer ordering, and the Estimate arriving in SOS. Connect your SOS to a demo portal before the call — two clicks in SOS, no password shared — and we show it with your own products and prices.
What happens next
- Demo
- We set up your portal with you
- 30-day free trial