Orders confirmed on WhatsApp, invoices sent on confirm
A buyer calls or messages an order. The CRM builds the summary with rates, GST and delivery date and sends it with Confirm and Change buttons. On Confirm, a proforma invoice PDF goes out with the payment link. Dispatch and delivery messages follow as your team updates the order.
- Order summary with Confirm / Change quick replies
- Proforma invoice PDF with GST split (CGST+SGST or IGST), bank details, validity
- Payment link, bank transfer with UTR, COD and credit terms per buyer
- Dispatched and Delivered updates with driver and vehicle