Quick Sales Order
Let customers order from a product list with quantities and delivery details.
WhatsApp automation for Distribution
Let trade customers and field reps place, track and approve orders over WhatsApp.
Distribution
Let trade customers and field reps place, track and approve orders over WhatsApp.
Typical customer journey
- Outlet requests stock
- Order form with price list sent
- Rep or manager approves
- Depot dispatches
- Proof of delivery captured
Relevant forms
- Quick Sales Order
- Credit Application
- Proof of Delivery
Automations
- Route orders to the right depot
- Credit-limit approvals
- Re-order reminders
Benefits
- Fewer order errors
- Visibility by depot and rep
- Faster credit decisions
Templates to start from
Proof of Delivery
Recipient name, signature, photo and location.