How it works
A customer sends a request. Offload prepares the order. Your team checks the details and decides what happens next. The conversation stays connected throughout.
One connected workflow
Keep email and WhatsApp requests connected to the order.
Match the product, convert units, and apply the relevant price.
Compare the request with the proposed order. Resolve exceptions before approval.
| # | Customer Request Remarks | Final Resolution | Status |
|---|---|---|---|
| Line 1 | Customer Request RemarksThe usual blue-pack flour, small packs
Customer Request Remarks 12 ctn of the usual blue-pack flour, small packs. Need Wed. Customer wording retained. Product match needs review. | Final Resolution ProposedPF-001 — Plain flour, 1 kg bag
Customer Request Remarks Confirm the proposed product and Wednesday’s delivery date. Qty adjusted · 12 CTN → 120 BAG Catalogue pack: 10 × 1 kg bags/carton · S$2.40/bag | Review |
This example is illustrative. It contains fictional information and does not show a customer account or a production screenshot.
Behind the draft
It compares the customer’s words with the records your business already uses.
A linked email address or WhatsApp contact points to the likely customer.
Compare the buyer, outlet and delivery details with customer records and past corrections.
Show the buying account and delivery place separately for staff to check.
Customer account delivery location
The description, product code, brand and requested pack size stay visible.
Compare your product list, this customer’s past purchases and any saved corrections.
Propose the product, convert the quantity when the pack size supports it, and apply the relevant price.
Catalogue product quantity, unit and price
For changes to an earlier order, the customer account and any stated purchase order number help find it. Unclear matches go to staff for review.
Before approval
The original request appears beside the proposed order, so staff can spot differences quickly.
Confirm the item and pack size. If the units differ, check that the total amount is right.
Confirm that the price matches the selling unit and the line total uses the proposed quantity.
Check the customer, delivery place, date and instructions. Ask the customer when something is unclear.
Approve using your agreed process. Customer replies stay connected to the order.
What staff work with
Email and WhatsApp conversation views, assignment, status, and tags help organise incoming work. Search across subjects, email text, and attachments.
Search orders by order ID, customer account, delivery account, or request. Keep order status and the source conversation visible together.
Review team workload and recent requests to understand where follow-up is needed. Keep responsibility visible as work moves through the team.
Start with your workflow
Walk through your customer conversations, follow-ups, order work and the systems your team uses today.
