RFQs drafted, your estimator signs
An enquiry on WhatsApp or email becomes a priced draft, GST and terms included. Nothing reaches the buyer until a person approves it.
Dealer POs and WhatsApp RFQs become drafts your team approves. Job status goes back on your own number. Tally stays the books.
Setup fee back if it doesn't work in 45 days
An RFQ sits in email or WhatsApp. A real price, sent first, usually takes the job.
A dealer sends a PDF or a photo. Someone reads it, then keys the same lines into Tally.
Status lives with the supervisor. Sales cannot give a date without walking the floor.
A missing sheet, resin or casting stops the line. The vendor chase is still in someone's head.
Start with the desk that hurts. It reads your books and runs on your own WhatsApp number.
An enquiry on WhatsApp or email becomes a priced draft, GST and terms included. Nothing reaches the buyer until a person approves it.
A dealer PO is matched to your item master and parked as a draft sales order. New items, rate changes and missing quantities wait.
When a buyer asks where the order is, sales replies from the job: running, waiting on material, or ready to dispatch.
A statement goes out on your WhatsApp number. A promised date is logged. A dispute comes back to a person.
We also build
What a first build looks like for an auto parts and packaging unit that takes dealer POs on WhatsApp, plans jobs in Excel and keeps its books in Tally. An example, not a named customer.
A 30-minute call on how RFQs, purchase orders, job status and dispatch move today.
Tally, Busy or ERPNext, plus your WhatsApp Business number and the inbox POs arrive in.
Live in 3–6 weeks on real orders. Your team approves every draft before it posts.
Vendor chase, collections or job-status replies, once the first one earns its keep.
We provide the system. You decide what can be sent, posted or promised.
Order acknowledgements, quotes and job updates go out from your WhatsApp Business account. Shortage notes and margins stay inside.
We read parties, items and outstanding. Entries land as drafts. Nothing posts into your accounts unless a person approves it.
Rate tolerances, approved vendors and a value cap. Every read, draft and approval is logged, and you can pause it.
No. Those stay the books. We read parties, items and outstanding, and park sales orders as drafts for someone on your team to approve. Your accountant's close does not move. A full ERP replacement is a different project, and we will say so if that is what you actually need.
Yes, plus PDFs, Excel sheets and plain messages. It matches the party and item codes to your masters. Anything unsure, a new item, a rate that does not match, a missing quantity, is shown to a person. It does not guess a code into the books.
Whoever you name, usually the estimator or the owner. The draft uses your rate card or the last accepted price, with GST shown separately. Above a limit you set, it cannot send. Your margin rules stay with your people.
Not for the first build. We do not replace work orders, BOMs or the planning board. If job status already lives in Excel or your ERP, sales can read it and reply. A full planning system is a later decision, not week one.
Yes, as a second workflow. Open purchase orders get a follow-up for acknowledgement and a promised date. Overdue dealers get a statement on your WhatsApp number, and a promised date is logged. A real dispute is handed back to your team.
One workflow is live in 3–6 weeks. Most factories should start with purchase-order entry or RFQ drafts, then add job-status replies, vendor follow-up or collections. If it does not work in 45 days, the setup fee comes back.
Book a 30-minute call. We'll look at how enquiries, purchase orders and job updates move today and tell you what to automate first.
Book a 30-min call