Journey · Sales and orders

A dealerorders on their own

Dealers order at their own prices and hear about dispatch and dues on WhatsApp.

5 steps

Step by step

Step 1
The dealer orders at their price
A dealer places their own order at their own price, at any hour, without calling your team. Their credit limit follows the rules you set.
Sales order · Dealer Network → Sales
Step 2
Picked and sent on its way
The warehouse gets the pick list on its scanner, and the goods leave with their delivery note. The stock figure moves as it happens.
Pick list · Stock → Warehouse Scanner + Delivery note · Warehouse Scanner → Logistics
Step 3
A dispatch alert on WhatsApp
The dealer hears that the goods are on their way on WhatsApp, where they actually read.
Dispatch alert · WhatsApp → Dealer Network
Step 4
A payment reminder on WhatsApp
When the bill falls due, a payment reminder reaches the dealer on WhatsApp, where they actually read.
Payment reminder · WhatsApp → Dealer Network
Step 5
Paid, and matched
The money the dealer sends is matched to the right invoice on its own, and reconciliation stops being a week's work.
Payment · Banks & Reconciliation → Accounting

Live on ERPNext

The demo opens on a demo company in a new tab. You make, in order: Sales Order → Pick List → Delivery Note → Sales Invoice → Payment Entry.

An online order, start to finish
A shop order is picked, shipped, billed and paid, and nobody types it twice.
Order from the WhatsApp catalogue
The catalogue goes out on WhatsApp; the order comes in through your store.
A quotation becomes an order
An enquiry gets a quote by email, and the yes becomes an order in one click.