For wholesalers and distributors who take orders by phone, WhatsApp or through sales staff.
Customer message
Your customer asks for 200 units of goods. This message starts the order.
Keep all orders together
Easily track orders
See each order’s progress
See whether an order is waiting for approval, being packed or has been sent.
Your team should
Confirm when packing and dispatch are complete.
Update the order as staff complete each step.
Compare ordered and packed quantities
See any short quantity before deciding what to send or leave pending.
Your team should
Decide whether to send a part order or take another agreed action.
Ordered
Packed
To resolve
Blue shows the packed quantity.
Keep dispatch documents with the order
Keep packing photos, the final slip and transport details together.
Your team should
Check the required documents before marking dispatch complete.
Attach each file to the correct order and flag missing required documents.
Send customers an order update
Send an agreed update after your staff confirm an order stage.
Your team should
Confirm the order status before an update is sent.
Send the approved update through the connected messaging service.
Finding an order
Checking an incomplete order
Checking dispatch details
Useful when several people handle the same order and need the latest details.
Someone must update the actual quantities and confirm packing and dispatch.
Live stock, accounting and automatic billing are separate connections to assess.
Possible Routes
Orders from calls and messages
Staff enter orders received by phone or WhatsApp, including the customer, products and quantities.
Orders placed by customers
Customers can place orders through a private order page if it suits the way they buy.
Packing and dispatch updates
Staff add the actual packed quantity and the agreed packing and transport documents.
Updates sent to customers
After staff confirm an order stage, the agreed customer update can be sent through WhatsApp.
Answering 100 order-status questions
Time before
Time with this workflow
Time saved
Estimates
Assumes 2 minutes per order-status question before and 1 minute with the workflow. Allows 20 minutes for checking and updates.
Before
3 hours
With workflow
1.5 hours
Saved
1.5 hours
Show us one order, from the first message to dispatch. We’ll identify which details need to stay together and which steps your staff should control.
Helpful things to discuss
Where do orders arrive today?
Who approves, packs and dispatches them?
Which customers and products should we start with?