This guide is in English for now. The tool itself works in your language.
How to let customers order by WhatsApp
Your saved items and prices become a page where the customer taps how many they want. The order reaches your WhatsApp as clean text, and you turn it into a draft Sales Order in one press.
Step by step
- Open the Order catalogue tab. Items with a selling price are listed. Untick what you do not want to show.
- Say how GST is shown. Choose Prices include GST, GST is extra or no mention. The customer sees this note.
- Add a minimum order and a note if you want. For example "Delivery in town only".
- Make the link and send it. Send it in a WhatsApp group or status, or print the QR.
- When an order arrives, open Orders received. Paste the message. The items are read line by line. Choose the GST rate and press Make a draft Sales Order, then open it in the Sales order maker to finish.
Worked example
Anita taps Atta 5 kg ×2 and Dal 1 kg ×1 and presses Send order on WhatsApp. You receive: "ORDER for Sharma Hardware, Name: Anita, 1. Atta 5 kg x 2 pack @ 250.00 = 500.00 …, Total: 610.00". Pasted in Share it becomes a draft Sales Order for ₹610 (prices that include GST are turned back into the rate before GST, so the total matches).
Remember the limits: there is no server, so what you send is a snapshot of the day you made it. Whoever has the link can read it unless you add a passcode. See the snapshot format for sizes.
Good to know
- About 30 items fit a chat link. For a longer list send the file; the QR works only for short lists.
- The catalogue does not check your stock. Confirm availability, price and delivery before you confirm the order.
- The customer's order is a message they send themselves. Nothing is sent until they press Send in WhatsApp.
Common mistakes and how to fix them
- Changing a price and not sending the new link. The customer sees the prices of the day you made the link.