Order capture

Capture WhatsApp orders once, without re-keying

Adaptiv AI connects the WhatsApp chats and groups your customers and sales team already use to your stock, invoicing and ERP. Each order is read, checked against stock and price lists, and logged once, so nobody prints, retypes or chases it, and a person approves anything unusual.

Business owner taking an order on the phone
WhatsApp order capture

Where orders get lost today

  • Orders arrive as WhatsApp messages, photos of LPOs and voice notes, spread across groups and phones.

  • Someone prints or retypes each one into Excel, an invoice or the ERP, often more than once.

  • Stock is checked after the order is promised, so the warehouse cancels lines the customer expected.

  • Nobody can say at a glance which orders are open, part-supplied or delivered.

What we hear from operators

“When there's an order a sales person forward[s] that particular message to that platform [our sales orders WhatsApp group]... Then that is when I... as the account person, will now print it out.”
Finance officer, FMCG food manufacturer, Nigeria
“What we do is that a salesperson moves from supermarket to supermarket so asking for [an] LPO, that is [a] local purchasing order.”
Finance officer, FMCG food manufacturer, Nigeria

Quoted word for word from conversations with operators. Names and companies are withheld.

How we fix it

  1. 01

    Map the flow

    On a free discovery call we trace one order from the customer's message to delivery and payment, and ask how long each step takes.

  2. 02

    Capture at the source

    Orders keep coming in on WhatsApp. An AI agent reads text, photos and voice notes, matches the customer and products, and drafts the order.

  3. 03

    Check before you promise

    The draft is checked against live stock and price lists, and a person approves anything unusual.

  4. 04

    Send it everywhere once

    The confirmed order flows to invoicing, the warehouse pick list and your ERP or accounting system, with no retyping.

What changes

Order details captured automatically on a laptop
  • Every order is logged once, with a time, a customer and a status.

  • The warehouse works from confirmed orders, not screenshots.

  • Sales promise stock that actually exists.

  • Management sees open orders by customer, rep and route without asking anyone.

Questions

What people ask us

Do our customers or sales reps have to install an app?

No. They keep ordering on WhatsApp, through the official WhatsApp Business Platform. The work happens behind the conversation.

Does it work with our ERP or accounting software?

Yes. We connect to what you already run, such as Sage, QuickBooks, Microsoft Dynamics or ERPNext, or to Excel and Google Sheets if that is where orders live today. We keep what works and only build what is missing.

What happens when the AI is not sure about an order?

It asks a person. Unclear products, new customers and orders above a limit you set wait for approval before anything is invoiced or picked.

How do we start, and what does it cost?

Book a free discovery call. We find the workflow that costs you most, then a free scoping session gives you a written scope and price band within 48 hours. Prices depend on what is built, so we never quote before we have seen how the work runs.

Who owns what you build?

You do. It runs on your own data, in accounts you control, with no per-user fees. Your team or a local developer can take it over later, and an optional monthly care plan covers support and changes as you grow.

Start with the workflow that costs you most.

A free discovery call, then a written scope and price band within 48 hours of the scoping session.

Book a discovery call