Order management
Process every order without retyping the same details.
Bring orders from WhatsApp, email, phone, salespeople and files into one process. Check price, stock and delivery before you confirm.
WhatsApp09:14
Kamath Traders
Please send:
Ball bearing 6204 — 120
Drive belt A-52 — 40
Need by Friday
- PriceDistributor price
- StockAvailable
- DeliveryFriday
- Ball bearing 6204120
- Drive belt A-5240
- Received
- Checked
- Confirmed
- Ready
Order handling time calculator
How much team time goes into processing orders manually?
Enter a few numbers from your business. We’ll estimate the time spent reading, entering and correcting orders.
Where orders slow down
Where does order processing take extra time?
The delay is often not one big problem. It is many small checks between receiving the order and dispatch.
Order received
Where is the latest order?
- WhatsApp message
- Email attachment
- Salesperson’s message
Order entry
Is the same information typed again?
- Customer copied again
- Items typed again
- Quantity checked manually
Price check
Which price or discount applies?
- Price checked in Excel
- Old quotation opened
- Salesperson asks accounts
Stock check
Can we promise the quantity?
- Someone calls the store
- Stock checked in another system
- Partial stock not clear
Approval
Who needs to approve this?
- Special discount
- Credit limit
- Urgent dispatch
Confirmation
What have we actually promised the customer?
- Price confirmed
- Quantity confirmed
- Delivery date confirmed
Dispatch
Is the order ready or blocked?
- Waiting for stock
- Waiting for approval
- Ready to pick
Enter the order once. Carry the same details forward.
Customer, item, quantity, price and delivery details should not need to be typed again at every step.
WhatsApp · Kamath Traders
Ball bearing 6204 — 120 · Drive belt A-52 — 40 · Need by Friday
- Customer
- Kamath Traders
- Items
- Bearing 6204 × 120 · Drive belt A-52 × 40
- Price
- ₹1,46,400
- Delivery
- Friday
Pick listPL-2087
- Customer
- Kamath Traders
- Items
- Bearing 6204 × 120
- Drive belt A-52 × 40
DispatchDN-2087
- Customer
- Kamath Traders
- Items
- Bearing 6204 × 120
- Delivery
- Friday
InvoiceINV-2087
- Customer
- Kamath Traders
- Items
- Bearing 6204 × 120
- Price
- ₹1,46,400
The same customer, items, price and delivery date — written once, read everywhere after that.
Before you confirm
Confirm only what you can actually supply.
Check the important things before promising price, quantity and delivery.
SO-2087
Kamath Traders
₹1,46,400
- Ball bearing 6204120
- Drive belt A-5240
- PriceCorrect price and discount?Distributor price applied
- CreditCan the order be released?Within credit limit
- DeliveryWhen can it be dispatched?Friday is possible
- StockEnough quantity available?Short by 8Ball bearing 6204 · requested 120 · available 112
So the team can decide before confirming the order
- Send 112 now and 8 on the next dispatch
- Or agree a revised delivery date for the full quantity
Know what happens next on every order.
Once the order is confirmed, everyone should be able to see what is ready, waiting or blocked.
Kamath Traders
SO-2087 · ₹1,46,400
Ready to pick
- ReceivedDoneWhatsApp · 09:14
- CheckedDonePrice, credit, delivery
- ConfirmedDone112 now, 8 to follow
- PickNowReady to pick
- DispatchWaiting
- InvoiceWaiting
8 units waiting for stock
The rest of the order is ready. Everyone can see which part is moving and which part is not.
Order manager view
See which orders need action today.
Know what is ready, what is blocked and who needs to act.
- 24New orders
- 6Need approval
- 11Ready to dispatch
- ₹12.8LOrders ready this week
- SO-2087Kamath TradersOrder value ₹1,46,400Ready to dispatchOwner
- SO-2091Nandi MotorsOrder value ₹62,800Stock shortOwner
- SO-2094Deccan HardwareOrder value ₹2,18,500Price approval neededOwner
- SO-2096Vaibhav AgenciesOrder value ₹94,200Customer confirmation pendingOwner
- SO-2098Sri Lakshmi StoresOrder value ₹1,05,600Credit approval neededOwner
The team can focus on orders that need action instead of checking every order one by one.
See the full process
Order to Cash
See how one order moves from confirmation through dispatch and invoice to the payment reaching your account.
Explore Order to Cash- Order
- Confirmation
- Dispatch
- Invoice
- Payment
What we can improve
Explore the order areas we can improve.
Start with the part of order processing that takes the most time. Connect the rest later.
Take the order however it arrives
Bring orders from WhatsApp, salespeople and every other channel into one place, without typing them again.
WhatsApp + Phone + SalespersonOne order
Let customers and dealers order themselves
Give them their own products and prices, so a routine order does not need a phone call to your office. Dealers and distributors have a pillar of their own.
CustomerTheir price listOrder
Check it, confirm it, and keep everyone informed
Apply the right price, send exceptions to the right person, and let staff and customers see where the order has reached.
PriceApprovalStatus
Spend less time processing every order.
Show us how orders reach your team today. We'll help you find where the work can be simplified.
