Wholesalers and distributors
Every order booked once, every dispatch sent complete, and every credit bill followed up on its day.
Trading firms that take dozens of orders a day from dealers and retailers: on the phone, on WhatsApp, in voice notes and through salesmen in the field. Goods leave the godown on credit. Billing and the ledger sit in Tally or Busy. What sits nowhere is the order between the call and the bill, the balance quantity that was to go tomorrow, the dealer's promise to pay on Tuesday, and what each salesman did today.
- Orders arrive as calls, voice notes and photos of a slip. By evening one has been missed, and the dealer calls to ask.
- Half the order goes today and the balance is promised for tomorrow. Nobody writes the balance down.
- Goods go on credit, and the dealer's promise to pay next week lives only in the salesman's memory.
- The same parties stay past their credit days month after month, because follow-up happens only when someone is free.
- You do not know which shops your salesman visited today until the salesman tells you.
- The godown says the item is in stock. The picker cannot find it. The bill is already made.
What we set up for wholesalers and distributors
Start with the one that hurts most. Each opens as a live demo with sample data. The next one is added only when the first is used every day.
Order & Payment Tracker
See which order is stuck, what goes out today and who owes you money, on one screen. Payment reminders go out on WhatsApp.
Payment Follow-up
See who to call today, which promise was broken and how old every bill is. Reminders go on WhatsApp, and you see collection salesman by salesman.
TaskEasy
Give work in ten seconds, see what is late without asking, and get one report of what got done. Checklists for the jobs that repeat.
Enquiry Follow-up
Enquiries from calls, WhatsApp, IndiaMART and your website in one list. Each salesperson sees who to call today, and you see what was missed.
Service & AMC Manager
Note a complaint in a minute, assign a technician, close it with a job report, and see every AMC that is about to end before it lapses.
Purchase & Vendor Follow-up
See which material is late, which vendor has moved the date and which customer order is waiting for it. Reminders go to vendors on WhatsApp.
Stock Register
Receive and issue stock from the phone, see what is low or finished, send the reorder list to purchase and correct stock after a physical count.
Dealer Order App
Dealers order from your price list on a link, with schemes applied. The office accepts, packs and dispatches from one screen, with a credit limit check.
Quotation Tracker
All your quotations in one list: who sent it, when to follow up, when it lapses and why it was lost. Reminders to the customer go on WhatsApp.
Field Sales Tracker
Salesmen check in at each shop from the phone, with the order and the payment. You see visits, orders, collection and skipped shops the same day.
Renewal Reminders
Every renewal date in one list, with one person responsible. WhatsApp reminders go 30, 15 and 7 days before, and every day after, until it is renewed.
Owner's Daily Report
Sales, collection, pending orders, cash and bank, and the few things that need you today. Built from your Tally or Busy export and your own sheets.
How the work runs today
The phone rings from the time the shutter goes up. A dealer reads out an order. Another sends a photo of a handwritten slip. A salesman forwards three orders from the market as voice notes. Someone at the counter turns these into a packing slip, the godown picks the goods, and the bill is made in Tally or Busy. It works, as long as nobody is on leave and nothing is short.
The trouble starts with what is not on the bill. The item that was short and was to go tomorrow. The dealer who promised to pay on Tuesday. The order that came at 8 pm on the owner's own number. None of these is written anywhere that a second person can see.
What to fix first
Ask where the money leaks. For a trading firm it is usually one of two places: orders that are missed or sent short, and credit that is not followed up on time. Pick one. The other can wait a month.
What we set up
One process at a time, on your own data, in about two weeks, at a fixed price.
For orders, the Order & Payment Tracker keeps every order in one list from booking to dispatch. An order that went short stays open until the balance has gone. For credit, Payment Follow-up lists every bill past its credit days, logs each promise with its date, and sends a polite reminder on WhatsApp from your own number. If your dealers are ready for it, the Dealer Order App lets them place the order themselves from a link, from your own item list.
The owner gets one message in the evening: orders taken, orders sent, what is still pending, money collected and money still to collect.
What stays as it is
Tally or Busy stays for billing, stock value and the ledger. WhatsApp stays for talking to dealers. Your rates, schemes and credit terms stay your own decision. We do not replace the salesman's relationship with the dealer. We make sure the dealer's promise is written down.
How we work with you
You share one week of orders as they really arrive, screenshots included, and the outstanding list from Tally. We come back with a working demo on that data. If it fits, you get the scope and the fixed price on one page. Setup, loading parties and items, and training the counter, godown and sales staff take about two weeks. One person on your team keeps it updated. After go-live, a small monthly plan covers fixes and small changes.
What wholesalers and distributors ask us
We bill in Tally or Busy. Will there be double entry?+−
The order is entered once in the tracker, and the bill is made in Tally or Busy as today. Outstanding amounts are loaded from a Tally export on the days you choose, so nobody types the ledger a second time.
Can dealers place orders themselves?+−
Yes, if they are ready for it. The Dealer Order App is a link, not an app to install: the dealer picks items and quantities, and the order lands in your list. We suggest starting with your own staff entering orders, and adding this once the list is in daily use.
Will salesmen really fill in their visits?+−
Only if it takes seconds and the owner looks at it. In the Field Sales Tracker the salesman checks in at the shop with the order and the amount collected. The evening report shows which shops were visited and which were skipped, so a day with no entries is noticed.
Does it handle schemes, rate lists and expiry?+−
The first setup keeps to one process: orders and dispatch, or credit follow-up. Party-wise rates can be loaded. Schemes, claims and expiry tracking are separate pieces of work, and each gets its own quote.
How long does it take to start?+−
About two weeks for one process, including loading your current data and training your staff. You first see a demo on your own data, before you pay anything.
Is it charged per user?+−
No. The setup has one fixed price and the monthly plan is flat. Add as many staff as you have.
We also set up systems for
See it on your own data first
Share last month of orders, enquiries or tasks. We come back with a working demo, then a fixed price on one page.