WhatsApp to Tally

WhatsApp Orders Into Tally, Without Retyping

Short answer: with ZunderFlow, an order a dealer sends on WhatsApp lands in the same queue as app orders, as a structured order with that dealer's prices and a credit check. Your team confirms it and it's pushed to Tally, where the invoice is created. Nobody types it twice and your dealers don't have to stop using WhatsApp.

Dealers keep WhatsAppPrices and credit checkedInvoices stay in Tally
Live in 72 hours

How it works

How a WhatsApp order reaches Tally

Four steps. Only one of them needs a person: the confirm.

  1. 1

    The dealer sends the order

    On WhatsApp, as they do today: a typed list, or a photo of a handwritten one.

  2. 2

    It becomes a structured order

    It lands in your order queue next to app, portal, email and field sales orders, with items and quantities read from the message.

  3. 3

    Prices and credit are applied

    The dealer's own price list and schemes are applied and their credit limit is checked. Your team reviews it and confirms.

  4. 4

    It's pushed to Tally

    The confirmed order reaches Tally, where the invoice is created. Your accountant works in Tally as before.

Checked on

Before and after

WhatsApp orders typed into Tally by hand vs ZunderFlow

What changes for your order desk and your accounts team.

Compared onTyped in by handWith ZunderFlow
Where orders liveSpread across chats and groups, mixed in with delivery and payment messagesOne queue, whether the order came from WhatsApp, the app, the portal, email or a sales rep
PricesLooked up in a spreadsheet for each dealerThe dealer's own price list and schemes, applied to every order
CreditChecked by someone who remembers to, if they have timeThe dealer's credit limit is checked when the order comes in
Getting it into TallySomeone retypes each order, item by itemConfirmed orders are pushed to Tally; what syncs and how often is agreed with you
Invoices and GSTCreated in TallyStill created in Tally: your books don't move
DeliveryTracked by phone calls to driversDelivery app with order assignment, live tracking and photo proof of delivery

Your books

What stays in Tally

ZunderFlow doesn't replace Tally. It runs the ordering side: dealer prices and schemes, credit checks, delivery with proof and payments. Tally stays your books, where invoices are created and GST filing is done.

What syncs between them (orders, stock, dealer balances, payments, credit and debit notes) and how often is agreed with you during onboarding. You don't have to switch on all of it.

Your dealers

Your dealers can keep WhatsApp

You don't have to ban WhatsApp ordering or retrain every dealer on day one. Orders sent there are handled like any other order.

When you're ready, invite dealers to order in your own branded app or web portal, where they see their prices, schemes and order status without waiting for a reply. Our guide to moving dealers off WhatsApp (linked below) has a week-by-week plan if you want one.

Onboarding

What we need from you

To connect WhatsApp orders to your Tally, we set these up with you during onboarding.

  • Access to Tally, so confirmed orders can be synced
  • Your product list and price lists
  • Your dealer list with groups and credit limits
  • Someone who can confirm how your books are kept and what should reach them
Support

WhatsApp Orders Into Tally: Questions

Everything you need to know about ZunderFlow. Can't find what you're looking for? Reach out to our team.

Not straight from a chat. A WhatsApp message is free text, so someone has to turn it into an order with the right items, prices and credit check before Tally can take it. ZunderFlow does that step: the order lands in your queue as a structured order, your team confirms it and it's pushed to Tally, where the invoice is created.

No. Invoices are created in Tally from the confirmed orders. Tally stays your books, where GST filing is done. ZunderFlow runs the ordering side: dealer prices, schemes, credit checks, delivery and payments.

No. Dealers can keep sending orders on WhatsApp and they land in the same queue as every other order. Dealers who want to can order for themselves in your branded app or web portal, where they see their own prices and schemes.

Yes. ZunderFlow can read handwritten orders and turn them into structured orders. Your team checks each one before it's confirmed and sent on to Tally.

It can be real time or scheduled. Which suits you depends on how your accounts team works. We set it with you during onboarding, along with what syncs and in which direction.

Yes, through our API rather than a ready connector. Busy, Marg, SAP and Oracle are connected for each client during onboarding through ZunderFlow's API. Tell us what you use and we'll scope it with you.

Most businesses take live orders within 72 hours of kickoff. Tally is connected on day 3 of the go-live plan and we check the sync before your first live order. 50 dealers typically onboard in the first week.

We quote each business, because the price depends on your dealer network. Ask for a quote on the pricing page or book a 30-minute demo.
Get Started Today

Bring Your WhatsApp Orders to a Demo

Book a 30-minute demo and bring a few real WhatsApp orders. We'll show them landing in the queue, priced for each dealer and on their way to Tally. Most businesses are live within 72 hours.

Trusted by growing dealer networks managing structured order workflows across distribution driven businesses. Operating continuously since 2022.