Can I make a sales order on WhatsApp?
Yes. Tell Mei the customer and what they ordered, check the preview and reply 1, and Lucco Boss makes the sales order. When goods go out it becomes a delivery order, you can deliver in parts, and you bill once.
From an order message
Customers often order in a WhatsApp message. Tell Mei the customer and the items, and she prepares the sales order with quantities and prices for you to check. Nothing is made until you reply 1.
Delivery
Each time goods go out, make a delivery order for how many go this time. The rest stays on the same sales order, every line shows Ordered, Delivered, Invoiced and Left to deliver, and stock goes down once, on the delivery order.
Invoice
When you want to bill, tick the customer's delivery orders and make one invoice. It opens as a draft so you can check it, and stock is not taken again.
On the web too
Sales orders and delivery orders are on the web under Invoices & books. If you do not see them, tick Use sales orders and delivery orders in Settings.
Updated · Lucco Technology
