An implementation guide to the data, controls and safe posting path behind a WhatsApp ordering workflow for B2B teams using Logo GO 3 or Tiger 3.
An implementation guide to the data, controls and safe posting path behind a WhatsApp ordering workflow for B2B teams using Logo GO 3 or Tiger 3.
Customer accounts, authorised contacts, item cards, units, warehouse availability, price definitions, discounts, terms and credit information are verified against the deployed Logo version and configuration. The customer sees the current authorised source value.
The customer sends products and quantities on WhatsApp. The workflow resolves the item and unit, applies account terms, presents one confirmation summary and posts only after explicit approval. The resulting document number is returned through WhatsApp.
Read and write credentials are separated. A repeated message must not create a second order. Connection failures, credit limits, closed periods and insufficient stock never appear as success; the action is held and assigned to the responsible team.
Start with one company, selected warehouses, a defined customer group and frequently ordered products. This makes unit conversion, account pricing and document-type decisions testable against real orders without widening risk too early.
This example shows how the proposed scope moves through real data and confirmation points.
Customer: “12 cases of PR-440 from the central warehouse.”
Meta Reva verifies the account, item code, case unit, available stock and account price in Logo.
Product, quantity, net price, terms and delivery summary are presented for approval.
After approval, the order is posted once and the Logo document number is returned through WhatsApp.
The conversation on the right is illustrative; it shows the intended flow, not a customer claim or result.
Source data, permission limits, repeated requests, failed writes and agent handoff are validated together before launch.
We can assess the source system, permissions, exceptions and the first safe production scenario.
Book a DemoFor B2B WhatsApp operations backed by Logo, the scope is planned around your rules for inventory, customer-specific pricing, orders…
→SolutionCustomers add products to a cart, confirm quantity and unit rules, review the order summary and complete approval in the same…
→FeatureInventory can be reserved atomically during cart and order workflows; expired or cancelled reservations are released safely.
→TrustReview permissions, ERP access boundaries, records and safe handoffs.
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