Dealers order in one app that checks stock, credit and schemes, and pay online

Dealers order at any hour in an app that shows depot stock, applies the scheme running that day, checks their credit and takes payment online. The order reaches Odoo with no retyping.

Used day to day by
  • Dealers
  • Order desk
  • Area sales managers
  • Accounts team

How it runs with AI

Dealers order in the dealer app at any hour. It shows stock at their nearest depot from Odoo, applies the scheme running that day and checks their credit in Zoho Books. When an order goes over the limit, the dealer pays the overdue amount online, and the order goes straight into Odoo with a confirmation and dispatch dates on WhatsApp.

Step by step

Where the work happens, what the AI does, and where it hands over to a person.

  1. Step 1, AI

    Takes the dealer's order in the app, starting from their usual items

    Needs to know: Each dealer's usual items

    In Dealer app , Odoo

  2. Step 2, AI

    Checks stock for each item at the dealer's nearest depot in Odoo and gives a dispatch date

    Needs to know: Nearest depot per dealer, Dispatch lead times

    In Odoo , Dealer app

  3. Step 3, AI

    Applies the scheme running that day from Odoo and shows the order value

    Needs to know: Schemes running today, Dealer price lists

    In Odoo , Dealer app

  4. Step 4, AI

    Checks the dealer's credit limit and unpaid invoices in Zoho Books

    Needs to know: Credit limit rules, Who approves more time

    In Zoho Books , Dealer app

    Exception to step 4

    Sends a credit request to the area sales manager when the dealer asks for more time

  5. Step 5, Person

    Pays the overdue invoice online in the app, which brings the order within the limit

    In Dealer app , Razorpay

  6. Step 6, AI

    Places the order in Odoo, records the payment in Zoho Books and confirms on WhatsApp

    Needs to know: How payments are recorded

    In Odoo , Zoho Books , WhatsApp

What stays with a person

  • Pays the overdue invoice online in the app, which brings the order within the limit

Apps in this example

  • Dealer app
  • Odoo
  • Zoho Books
  • Razorpay
  • WhatsApp

The same flow works with the apps you use.

This fits you if

  • You sell through more than 100 dealers or distributors
  • Dealers phone or message their orders to a salesperson or the order desk
  • Your stock and orders are in Odoo and your accounts are in Zoho Books
  • You run schemes that change through the year, and dealers ask which one applies

What to watch for

  • Credit limits and exceptions stay with your area sales managers and accounts team. A dealer who asks for more time sends a request, and the sales manager decides
  • The app shows stock as Odoo records it, so the depots enter stock moves the same day for the dispatch dates to hold
  • Someone in sales sets each scheme's dates and rules before it starts, and the app applies only the schemes running that day
  • Dealers choose to get order updates on WhatsApp when they join the app

Read more

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