What a pilot covers
What is in it, and what is not.
Order capture
- WhatsApp orders written in English, in the customer's own words (needs WhatsApp, not available yet)
- Purchase orders as machine-readable PDF, XLS and XLSX files (needs reading, not switched on yet)
- Every order on a customer record, with a person choosing when unsure
- Possible duplicates flagged and linked, never thrown away
Order desk
- One list of orders with fixed statuses
- The original message or file beside every draft (needs reading, not switched on yet)
- Clarifying questions recorded on the order (sending them needs WhatsApp, not available yet)
- Confirm, amend and cancel on the record, with frozen versions
- Price overrides approved by a second person
Catalogue and pricing
- SKUs, descriptions and the names customers use for them
- Units of measure with conversions
- Default, tier and customer-specific prices with effective dates
- Spreadsheet import with a preview
Customer updates and exports
- Status updates from WhatsApp templates you approve, sent when a person moves the order (needs WhatsApp, not available yet)
- Delivery notes and receipt notes from an order (not available yet)
- Order exports in CSV, XLSX, XML and TSV
Customers module
- Orders on the customer's timeline, with order value on the customer record
- Customer grouping, purchase patterns and a list of customers due to reorder
- Leads, deals, activities, campaign planning, dashboards and reports, available today
- The AI assistant, switched on per workspace once we have set up and checked the AI provider
Setup and training
- A look at your real orders before anything is configured
- Loading your catalogue, prices and customers
- Setting up order entry by hand. WhatsApp is not available yet
- Training for the people who run the order desk
- Scope and support written down before you sign
Not in the first version
- Voice orders
- Languages other than English
- Scanned or handwritten documents
- Warehouse bins, pick lists, batches and production
- Route optimisation by map or traffic
- Tax invoices, GST and payments
- Accounting, ERP or inventory system connections
In the product, outside the standard pilot
- Stock on hand, counts and low-stock alerts
- Delivery runs, with delivered or failed recorded on the driver's phone
- Quotations as PDF
- Order data as a file for your accounting system
- Each is switched on only if your quotation names it
How a pilot is quoted
“We quote against your orders: how they arrive, roughly how many there are, how big your catalogue and price lists are, and how many people work the order desk. The quotation is the pricing document, and you get it in writing before any work starts.”
Before you ask
A pilot is for a business that takes orders every day.
It fits a Singapore business whose customers order by WhatsApp or by purchase order, where an order can go missing between the chat and the inbox, and where prices depend on who is ordering. If you take a handful of orders a week, a spreadsheet will serve you better, and we will say so on the demo.
The next step
Bring what you have. We will tell you whether a pilot fits.
Bring a few real orders, your product and price list, and the names of the people who take and confirm orders now.
Bring three things
- A few real orders, as they arrive today.
- Your product and price list, in whatever form it is in.
- Who takes and confirms orders now.
Leave with three answers
- Whether the pilot fits.
- What we would set up, and how.
- What it would cost, written down.