# Orders from WhatsApp into Tally, checked before they post > The AI back-office employee reads reorders from voice notes, photos and purchase orders, checks stock and rates in Tally, suggests substitutes with the customer’s okay, and drafts the sales order or proforma for a person to approve. It also chases vendors for dispatch dates. - Page: https://www.brandbakery.tech/demos/jobs/whatsapp-orders-tally - Last updated: 2026-10-22 Breadcrumb: [Home](https://www.brandbakery.tech/) > [Demos](https://www.brandbakery.tech/demos) > [By job](https://www.brandbakery.tech/demos/jobs) > WhatsApp orders and Tally Demo business, not a client. A scripted replay with demo data. The business is invented, nothing here is a real customer, and the AI says it is an AI in its first message. ## How it works - **Read.** Voice notes, photos of lists and PO emails become order lines. - **Check.** Stock, rates and credit are checked in Tally. - **Approve.** A person approves before anything posts. ## Screen replays - [A retailer reorders on WhatsApp, and a sales order waits in Tally for approval](https://www.brandbakery.tech/demos/at-work/distributor-retailer-reorder-whatsapp) (WhatsApp + Tally, Hinglish): A retailer sends a voice note with a reorder. The AI back-office employee reads it, checks stock in Tally, suggests a substitute for what is short, and drafts the sales order. - [A buyer’s PO email turned into a proforma invoice waiting for approval](https://www.brandbakery.tech/demos/at-work/back-office-po-email-to-proforma-invoice) (Email + Tally, English): A purchase order arrives as a PDF. The AI back-office employee reads it, checks the rates against the quote, flags one mismatch, and drafts the proforma in Tally. - [A new shop asks to buy from you, and the KYC is collected before the first order](https://www.brandbakery.tech/demos/at-work/distributor-new-retailer-onboarding) (WhatsApp, Hinglish): A kirana owner messages asking for supply. The AI sales assistant shares the price list, collects GST and shop details, and passes the credit decision to the owner. - [Laminate, hardware and glass orders chased so the site never waits](https://www.brandbakery.tech/demos/at-work/back-office-interiors-vendor-material-tracking) (WhatsApp + sheet, Hinglish): The AI back-office employee tracks every material order against the site schedule, messages vendors for dispatch dates, and warns the designer when a delay will hold up a site. ## Demo calls - [Distributors: Takes a festive reorder from a retailer on credit hold, without losing the order](https://www.brandbakery.tech/demos/distributor-credit-hold) (Hindi, inbound, transcript, audio coming): A kirana retailer calls for Diwali stock, but his account is on credit hold with ₹18,400 overdue. He also wants an expired scheme and is owed a credit note from last month. The AI reads the ledger and scheme sheet, finds his pending credit note and adjusts it, offers a UPI link for the rest, splits a short-supply item, and books the order for the next van once the hold clears. - [Distributors: Onboards a new kirana retailer who wants credit on the first order](https://www.brandbakery.tech/demos/distributor-new-retailer) (Hindi, inbound, transcript, audio coming): A new kirana store owner calls a FMCG distributor to start buying and asks for 30 days' credit on the first order, saying the old distributor gave it. The AI takes the order line by line, quotes from the price list and current scheme sheet, explains that first orders are cash or UPI per policy, offers the written path to credit after three orders, collects GST and shop details, and books delivery on the salesman's beat day. - [Manufacturing: Chases a late raw-material dispatch and clears the vendor's excuse with a UTR](https://www.brandbakery.tech/demos/ops-vendor-chase) (Hindi, outbound, transcript, audio coming): The AI operations assistant calls a steel supplier whose dispatch is four days late. The vendor says the advance never arrived, then asks for a price increase. The AI reads out the payment UTR, gets accounts to match it, refuses to agree a new price and sends that to the purchase manager, settles a partial dispatch today with the vehicle number and LR copy by a set time, and logs what happens if it slips. - [Auto parts: Gets a rushed mechanic the right brake pads today, inside his credit limit](https://www.brandbakery.tech/demos/auto-parts-right-pads) (Hindi, inbound, transcript, audio coming): A garage owner with a car on the lift wants front brake pads now and has no patience for questions. The AI insists on the chassis number because two variants exist, recalls that his last order was returned for the same mix-up, finds same-day stock, handles a credit limit he is over by ₹6,000 with UPI or a part dispatch, sends the owner his credit extension ask, and sends a part photo and GST invoice before dispatch. ## Questions ### Does it post entries in Tally on its own? No. It drafts the order or invoice. A person approves it before it posts. ### Can it read handwritten lists? Clear photos, yes. Anything it is unsure of, it asks the customer about. ### Does it give credit? No. Credit decisions stay with the owner. ## Start See it do this job for you: https://www.brandbakery.tech/contact. The AI employee: https://www.brandbakery.tech/ai-employees/operations-assistant. --- Brand Bakery is a design-first digital studio in New Delhi. Start an enquiry at https://www.brandbakery.tech/contact or email support@brandbakery.tech. This is the Markdown copy of https://www.brandbakery.tech/demos/jobs/whatsapp-orders-tally; the site index for language models is https://www.brandbakery.tech/llms.txt.