For B2B distributors & wholesalers
AI agents that read orders from WhatsApp, voice notes, email and PDF, answer price and stock questions and follow up on payments. Connected to Tally or your ERP, with a person approving what matters.
Where the hours go
Orders, rates, stock and payments, handled one message at a time.
Retailers send WhatsApp texts, voice notes, photos of handwritten lists and PDF POs. Someone retypes each one into Tally or the ERP.
"Rate for 50 cases?", "Is it in stock?", "When will my order reach?" Each one means checking the price list, the scheme sheet and the godown.
Outstanding grows quietly. Reminders depend on someone pulling the ageing report and calling each party.
Salesman-wise sales, scheme claims and outstanding by route are put together in Excel every week, when there is time.
Workflows
Each one reads from and writes to the books you already keep. Start with the one that takes the most hours.
Orders in any format are read, matched to your item codes and the customer's price list, and turned into a draft sales order.
You approve each draft. Unknown items and unclear handwriting go to a review queue.
Rate and availability questions are answered from your current price list, customer-specific discounts and live stock. Formal quotes go out as PDF.
Anything below your margin floor needs a person's approval.
Retailers and dealers ask about stock and order status on WhatsApp and get an answer from your inventory and dispatch records.
Dates and quantities come only from your records, never from a guess.
Overdue bills are pulled from Tally, and each party gets a polite reminder with their ledger and a UPI link. Promises to pay are logged, and salespeople get the overdue list for their route.
You set tone, timing and which key accounts are handled personally.
Supplier invoices are read and checked against the purchase order and goods received before entry. Short supply and rate differences are flagged.
Nothing posts to your books until someone approves it.
Each morning the owner gets a WhatsApp summary: sales by salesman and route, top movers, outstanding and low stock. Follow-up questions work in plain language.
Read-only access. Reports never change your data.
Example workflow
One workflow, start to finish. Order capture is usually the first build for a distributor.
As a WhatsApp text, a voice note or a photo of a handwritten list, in English, Hindi or a mix.
Local product names and short forms are matched to your item master.
The customer's price list, active schemes, credit limit and stock are checked.
A ready sales order arrives for one-click approval. Problems are highlighted, not hidden.
The approved order goes into Tally or your ERP. No retyping.
Items, total and dispatch date are sent back in the same chat.
| Item code | Qty | Rate | Amount |
|---|---|---|---|
| TD-1KG | 20 | ₹148 | ₹2,960 |
| SFO-1L-12 | 3 | ₹1,740 | ₹5,220 |
| BAS-5KG | 10 | ₹520 | ₹5,200 |
| GST 5% | ₹669 | ||
| Total | ₹14,049 | ||
Integrations
Connected to your accounting or ERP system. Nothing to migrate.
TallyPrime connects through its built-in XML interface, on the machine that runs it or through your Tally-on-cloud host.
Try it live
These demos use the same parts we put into a distribution workflow.
A PDF invoice is read into a clean row, and anything unclear goes to a review queue.
Try the invoice demo →Ask a question in plain English, like top 10 parties by outstanding, and get a table and chart back.
Try the data demo →Incoming messages are sorted and answered with a draft that a person approves before it is sent.
Try the enquiry demo →FAQ
Yes. Everything runs on the WhatsApp number your retailers already message, and on your existing email.
Only if you choose. By default it prepares drafts and a person approves them. Some teams later allow automatic entry for repeat orders from trusted parties.
TallyPrime has a built-in XML interface. We connect through it on the machine that runs Tally, or through your Tally-on-cloud host. Busy, Zoho Books and most ERPs connect through their APIs.
It goes to a review queue with the original message, voice note or photo attached. If you allow it, the agent also asks the retailer a short clarifying question.
You set the wording, timing and frequency, and can exclude key accounts or route them to their salesperson. Each reminder includes the ledger, so the customer sees exactly which bills are open.
Contact
Tell us how orders and payments reach you today. We will tell you honestly whether it is worth automating and what it would take.
Or email [email protected]