Sales Order Agent·Mar 25, 2025·3 min read
AI Sales Order Entry for TallyPrime ERP
Daniel Emaasit
CEO, Logistify AI
TLDR
A trading business in India takes its orders on WhatsApp and keys them into Tally by hand. Logistify reads WhatsApp messages and photos, matches each line to your Tally stock items, and creates Sales Order vouchers in TallyPrime. Orders with an unmatched item, a price that doesn't add up, an unusual quantity, or a customer over its credit limit are held for a person first. WhatsApp orders need the Business plan or above.
The question
A trading business in India sent us this through our contact form:
"We get orders on whatsapp. Add on tally accordingly around 10-15"— A trading business in India
It is a short message, and a common setup in India: customers send orders on WhatsApp, and someone in the office types each one into Tally. An FMCG distributor in India described the same problem to us in March 2025: orders come from many sources and each one is copied into the ERP by hand.
How WhatsApp orders get into TallyPrime
- 1Orders reach Logistify from WhatsApp: typed messages, photos of order lists, and PDF attachments. Email, Excel and CSV orders work too.
- 2Logistify reads each order and matches every line to your Tally stock items, using your item list and that customer's past orders.
- 3An order with an open question is held for a person, with the reason: an item it can't match, a price that doesn't add up, an unusual quantity, or a customer over its credit limit or with an overdue balance.
- 4Orders with no open question go into TallyPrime as Sales Order vouchers.
- 5The customer gets a reply on the channel they used, saying the order was received.
Logistify is a managed service: it sets up the item matching from your Tally stock items and keeps it tuned, so your team handles only the orders that need a decision.
Further reading
The Coordination Tax: The $1.6 Trillion Cost of Running Supply Chain on Human Hands
The CEO's thesis on why every manual handoff in your supply chain is a hidden tax — and why AI Agents are the only way to eliminate it.
Read the memoWhich plan WhatsApp orders need
| Plan | Order channels | Completed tasks a month | Price |
|---|---|---|---|
| Core | Email only | 500 (about 25 orders a day) | $499 a month billed annually, or $599 month to month |
| Business | Email and WhatsApp | 1,500 (about 70 orders a day) | $999 a month billed annually, or $1,199 month to month |
| Enterprise | All channels | Unlimited | Custom contract, annual billing |
For orders on WhatsApp, the channel decides the plan, not the volume: around 10 to 15 orders is well inside Business, and Core doesn't take WhatsApp.
Holding orders from distributors who owe you
TallyPrime lets you save a sales order over a party's credit limit after a warning. Logistify holds those orders before they reach Tally. Our post on checking a distributor's outstanding before dispatch covers how that works, and the report of items each distributor isn't buying.
What Logistify doesn't do
- It doesn't read WhatsApp voice notes; typed messages, photos and attachments are fine.
How to start
- 1Send a week of real WhatsApp orders, including the messy ones.
- 2Logistify sets up item matching from your Tally stock items and your customers' past orders.
- 3Run the 30-day pilot: one workflow on your own orders, up to 150 completed tasks, for $1,000, credited toward an annual Core or Business plan signed within 14 days of the pilot ending.
Frequently Asked Questions
Taking orders on WhatsApp?
Send us a week of real WhatsApp orders. We'll show which ones Logistify would put into TallyPrime and which it would hold, and why.
