Field sales tracker
Salesmen check in by location, log visits and book orders from the field. The owner gets a daily report.
- Geo check-in
- Visit + order
- Daily report
Stock reorder automation watches item levels in your inventory or accounting system and, when an item falls below its reorder level, creates a draft purchase order for the usual supplier at the usual quantity. You approve it with one tap and it goes to the supplier, so items don’t run out because nobody noticed.
Stock levels are checked daily against reorder levels, which can be set per item or worked out from recent sales.
A purchase order is drafted for the preferred supplier with suggested quantities and last purchase rates.
After approval the PO is sent to the supplier on WhatsApp or email and recorded in your books.
You can set them per item, or the system can suggest them from average sales and supplier lead times.
Yes. Items can be grouped so each supplier gets one purchase order.
Only if you want it to. By default every draft waits for approval.
Salesmen check in by location, log visits and book orders from the field. The owner gets a daily report.
Most of my 50+ automations started as a process someone described in one message.
Describe it on WhatsAppLive sales, payments and dues for every flat, pulled straight from Tally.
One system for a steel trader to run orders, coil stock, dispatch, collections and GST.
A free 30-minute call. You walk me through the process; I tell you what can be automated, roughly how, and what it would take.