Know the buying account.
Connect an email address or WhatsApp contact to the customer record, then check the buyer and delivery place before preparing the order.
For distributors
A connected order desk for distributor sales teams.
Keep the customer conversation, account context and proposed sales order together. Offload prepares the work while your team handles exceptions and approves the result.
Built around the order desk
Give staff the context behind each request.
Wholesale orders often arrive in a customer’s own words. The team still needs to know who is asking, which item they mean and who should handle the next step.
Make the next step clear.
Use agreed assignment rules to direct work to a team member. Staff can clarify a request or change ownership when the situation calls for it.
Keep the request beside the draft.
Compare the customer’s wording with the proposed product, quantity, selling unit and price before an order is approved.
From message to order
A practical path through the work.
- 01
Receive and assign
Email and WhatsApp requests enter the team workspace with an owner and status.
- 02
Recognise
Offload proposes the customer and item using connected records and prior purchase context.
- 03
Translate
The draft shows proposed quantities, units and prices. Pack conversions depend on the product record.
- 04
Review and send
Staff resolve ambiguity, approve the order and follow the agreed ERP handoff.
SAP is the currently validated ERP connection. We assess other ERP connections with your team.
Evaluate with your own workflow
Bring one representative request to a demo.
A real request makes the customer match, item wording, unit conversion, team handoff and ERP requirements easier to assess.
What to check together
- How the request arrives: email text, document attachment or WhatsApp message.
- Where customer and product records come from, and which past purchases help staff.
- How unclear products, replacement items, quantities and selling units reach a reviewer.
- Which team approves the order and what your ERP needs to receive.
See team and AI features, ERP integration scope, and pilot planning.