Dealers place orders on their own without an app by opening a public or personal web link you send them, usually on WhatsApp, picking quantities from the catalogue, and sending the order so it lands in your inbox for one-tap conversion. Personal links still ask the buyer for a mobile number. A customer order link on WhatsApp is that page: no login, priced server-side, with category chips to filter the catalogue. On a Guwahati wholesaler with five salesmen and about 120 dealers, Gupta Stores sits on Station Road with Raju. The owner pastes the personal link into the morning thread. Fourteen cartons go in, the number is typed, and the order waits in the inbox until one tap converts it to a Sales Order. This article walks the public link, the personal link, the number step, and what happens after conversion.
Key Highlights
- A public or personal web link lets the buyer place an order with no app and no login. Category chips filter the catalogue. Prices are resolved server-side
- Personal links still ask the buyer for a mobile number before the order is sent
- The order lands in the merchant's inbox for one-tap conversion, and that converted line is a Sales Order the same way a field booking is
In This Article
- How can my dealers place orders on their own without an app?
- Public link and personal link
- Customer order link on WhatsApp, from the owner to Gupta Stores
- Priced server-side, with category chips
- The inbox and one-tap conversion
- After conversion: Today's load and the Load sheet
- Frequently Asked Questions
How can my dealers place orders on their own without an app?
They open a web link. The owner sends it. The kirana does not install anything and does not make an account. He sees the catalogue, filters it with category chips, puts in quantities, and sends. The line lands in the merchant's inbox. One tap converts it.
That is the loop a customer order link on WhatsApp is for. Tuesday, 8:40. Gupta Stores used to send a voice note: "14 carton atta bhej dena, kal subah." Somebody in the office replayed it, guessed the SKU, and typed a Sales Order after tea. The link takes that typing off the morning. The kirana enters the 14. The owner converts.
The Salesman app for Tally is still how Raju books at the counter. Salesman order taking without re-entry is that counter job. The self-order link is the other door: the dealer who already knows what he wants, and would rather tap than wait for Raju's scooter. Both doors write a Sales Order. The field order collection app still matters when Raju is standing in the shop. The link matters when he is not.
Beat-wise sales management is the named lists this order will sit on once it is a Sales Order. Gupta Stores is on Station Road. After conversion, Station Road's pending pile can pick it up.
Public link and personal link
There are two shapes of the same page. A public web link is the catalogue at a URL anyone with the address can open. A personal web link is the same idea, pointed at one dealer. Gupta Stores gets the personal one. A kirana the owner has not placed yet can be sent the public one.
Both are web links. The buyer places the order with no app and no login. The owner pastes a URL into WhatsApp, which is already how this market talks.
The difference the owner actually uses is who the link is for. Personal is Gupta Stores. Public is the URL he puts in the broadcast when a new Fancy Bazaar shutter asks "rate list bhej do." He still converts every order himself. Nothing becomes a Sales Order until that tap.
Personal links still ask the buyer for a mobile number. Gupta Stores' kirana types the number he uses on WhatsApp, then sends. The number rides with the order into the inbox. That is the identification step on a personal link. There is no password to forget and ring the office about.
Customer order link on WhatsApp, from the owner to Gupta Stores
A customer order link on WhatsApp, on this book, is a paste. Tuesday, 8:42. The owner is still on GS Road traffic. Gupta Stores has already pinged. He opens the personal link for that party, copies it, and drops it in the thread: "Ispe order laga do, quantity khud daalna."
The kirana opens it in the browser already on the phone. Category chips sit across the top. He taps Atta, sets 14, and checks the line. Prices on that page are priced server-side. He types his mobile number and sends.
By 8:47 the order is in the inbox. Raju will see the line later on Today's load if it sits in the 3-day window. The morning voice-note pile is one dealer shorter.
Five salesmen, about 120 dealers, five roads. Station Road, GS Road, Fancy Bazaar, NH-37, Beltola. The owner sends the personal link to the shops that already order this way, and keeps Raju on the shutters that still want a visit. What a beat is in distribution sales is still Station Road as a dealer list. The link does not replace the beat. It lets one shop on that list order before Raju arrives.
Field teams on a Tally app in India still need the counter. The customer order link on WhatsApp is for the dealers who will use a URL while Raju is elsewhere.
Priced server-side, with category chips
Priced server-side means the rate the kirana sees is worked out on the merchant's side, from the books. He picks a quantity against a rate the office already holds. The kirana does not set the rate.
Category chips filter the catalogue so Gupta Stores finds atta without walking the full item list. Atta, oil, biscuits, or whatever this company's groups already are. A chip is a filter. The same items Raju would pick on the phone sit behind those chips.
The buyer needs a working data connection to open the page and send. Creating an order needs signal. Personal links still ask for the mobile number at the end of that send.
The inbox and one-tap conversion
The order lands in the merchant's inbox. The owner opens it, sees Gupta Stores' 14 cartons, and converts with one tap. Until then the line is a request sitting with him.
One-tap conversion turns it into a Sales Order, the ordinary Tally voucher Sales order on mobile already describes for field booking. Same party. Same items. Same books. Nobody in the office retypes the 14. The kirana entered the quantity on the link, instead of Raju at the shutter.
The owner can leave it sitting. Conversion is his. A personal link does not write Tally on send. Public does not either. The inbox is the hold. Tuesday at 8:47 he converts Gupta Stores because the godown will load atta anyway. A Fancy Bazaar broadcast order at 9:10 he reads twice, because he does not know the shutter yet.
About 120 shops, five men, one inbox. The owner is the person who taps. Member permissions can later limit who sees which parties, the same discipline as restricting salesman access. The tap itself is still conversion to a Sales Order.
After conversion: Today's load and the Load sheet
Once the line is a Sales Order, it is a pending order until the office invoices it. That is the pile pending orders not yet invoiced lists in one place. It is also the pile Today's load and Dispatch read.
At 9:15 Raju opens Today's load for Station Road: pending orders from a 3-day window including today. Gupta Stores' 14 cartons are on it if they still sit inside that window. The salesman did not take the order. He still has to know it is going out.
In the godown, Dispatch totals pending orders across Station Road, GS Road, Fancy Bazaar, NH-37 and Beltola into one item list, then a dispatch load sheet per beat with the per-dealer breakdown. Gupta Stores is on the Station Road sheet with those 14. The van loads from the totals. The delivery boys work from the sheet.
Older pending sits behind a chip on Today's load. A Friday link order that was never invoiced is still a Sales Order, just outside the 3-day window Raju sees first. Tally holds a Sales Order. Create beats and assign a salesman put Raju on Station Road so Today's load has an owner after Gupta Stores ordered from the sofa.
Frequently Asked Questions
Q: How can my dealers place orders on their own without an app?
A: You send a public or personal web link, usually on WhatsApp. The dealer opens it, filters the catalogue with category chips, enters quantities, and sends. No app and no login. The order lands in your inbox for one-tap conversion to a Sales Order.
Q: How do I send a customer order link on WhatsApp?
A: Copy the public or personal web link and paste it into the thread you already have with the shop. Gupta Stores gets the personal link in the morning chat. The kirana opens it in the phone's browser. You convert from the inbox when the line arrives.
Q: Do personal links skip the mobile number?
A: No. Personal links still ask the buyer for a mobile number. Gupta Stores' kirana types the number he uses on WhatsApp, then sends. That number rides with the order into the inbox. There is no password step.
Q: Who sets the rates the dealer sees?
A: Prices are resolved server-side from the merchant's books. The kirana picks quantities. He does not set the rate.
Q: Does the converted order show on Today's load?
A: Once you convert, it is a Sales Order, so it is a pending order until invoiced. Today's load shows pending orders from a 3-day window including today for that beat. Dispatch totals the same pile across beats, then a Load sheet per beat with the per-dealer breakdown.
Q: Can a dealer on Station Road order before Raju arrives?
A: Yes. The personal link is independent of the visit. Gupta Stores can send 14 cartons at 8:47. Raju still walks Station Road. Today's load picks the line up if it sits inside the 3-day window.
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