DL-063 · Case study
WhatsApp-to-ERP ordering for a wholesale distributor
A wholesale distributor needed to convert informal WhatsApp conversations with repeat customers into structured sales orders.
- Client
- Name withheld
- Location
- Mexico
- Industry
- B2B wholesale distribution
- Capabilities
- 03Build
01
Challenge
- Customers submitted orders through messages, voice notes and product photographs.
- Sales representatives manually interpreted requests and entered orders into ERP.
- Ambiguous product names and quantities created frequent clarification work.
02
Environment
- WhatsApp Business Platform.
- SAP Business One and a product catalogue with customer-specific pricing.
- Spanish-language commercial workflows.
03
Intervention
- Developed a conversational order intake assistant.
- Used AI-assisted product matching against customer-specific catalogues.
- Added quantity, availability, price and credit-limit checks.
- Required customer confirmation and internal approval where necessary before ERP order creation.
04
Outcome
- Unstructured customer requests converted into reviewable order drafts.
- Fewer repetitive order-entry steps.
- Sales teams retain control over ambiguous and commercially sensitive orders.
- 01WHATSAPPMessages→AI MATCHINGCatalogue
- 02AI MATCHINGCatalogue→VALIDATIONPrice / credit
- 03VALIDATIONPrice / credit→CONFIRMATIONCustomer
- 04CONFIRMATIONCustomer→SAP B1Sales order
Stack and services.
Stack02
Services used01
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