Software for Distributors - Key Features

Ontrak™ is made to respond the way you work. Screens have been designed utilizing the expertise of users with many years of sales experience and to minimize the time required for your customer to receive a quote and place a order.

Your ontrak™ dashboard lets you quickly produce quotes and email them directly to your customer. Fast access to Vendors, Master Quotes, Inventory level, and Item Managers with 1-click.

With Ontrak™ you can...

  • Quickly produce quotes and email them directly to your customer
  • Automatically assign shipping from the proper stocking locations
  • Manage price level by item and by customer type with our unique ontrak™ Price Matrix™
  • Manage multiple Locations with different or shared inventory
  • Be up and running in a few days - not a few months!
  • Export key performance and sales data to Microsoft Word™, Microsoft Excel™, and other popular accounting packages
Click to Open. Intuitive User Interface

ontrak™ Dashboard with Intuitive User Interface

ontrak™is made to respond the way you work. Screens have been designed utilizing the expertise of users with many years of sales experience and to minimize the time required for your customer to receive a quote and place a order.


Click to Open. Recent Items

Recent Items

The dashboard keeps track of recent activity and displays the last 5 Customers, Quotes, Sales Orders, and Vendors.

Click to Open. Item Manager

Item Manager

The Item Manager allows for easy management of the items you sell.

Click to Open. Item Details;

Item Details

Realtime inventory items are always available.

Click to Open.
Customer Summary

Customer Summary

The Customer Summary screen is the ultimate dashboard. Everything you want to know about a customer is available from here.

Click to Open. Quote Notes

Quote Notes

You can add notes to a quote. Notes appear when you mouseover each quote to help identify exactly which quote you want to view.

Click to Open. Sample Quote

Sample Quote

View a Sample Quote generated from ontrak™. This is the quote that your customer will recieve.

Click to Open. Vendor Rebates

Vendor Rebates

Vendor Rebates are easy with ontrak™. Setup the items for each customer and rebate reports can be generated with the click of the mouse.

Click to Open. Recurring Sales Orders

Recurring Sales Orders

Recurring Sales Orders and Purchase Orders are made simple with the ontrak™ system. Setup recurring shipments to your customer and even allow them to release and view the order via the Internet.