On-Site Customer Risk & Overdue Balance Verification
This capability is configured around your organisation’s ERP data, access permissions and operating rules.
Field Sales Copilot & Account Management
Field sales reps query customer risk limits, overdue balance, and maximum authorized discount right in front of the client, then log orders directly into ERP.
Field Sales Acceleration
Client Doorstep Risk Check & Instant ERP Order
Plasiyers and sales representatives check customer balance, overdue invoices, and authorized max discount limits in seconds from WhatsApp, then immediately post verified orders into ERP.
✓ Authorized Plasiyer Discount Tiers
✓ Instant #SP Order Logging in ERP
FIELD SALES & ACCOUNT COPILOT
On-Site Customer Risk Check,Instant Verified ERP Order.
Sales reps verify customer balances, overdue checks, and authorized max discounts in seconds right in front of the customer, closing sales on the spot and posting orders into ERP.
- Doorstep risk & overdue check
- Rule-enforced discount ceiling
- Instant in-field #SP order entry
Balance queriedDiscount limit verified#SP-9481 posted to ERP
Capabilities
What this workflow can do
Authorized Maximum Discount Tier Calculation
This capability is configured around your organisation’s ERP data, access permissions and operating rules.
Instant In-Visit ERP Sales Order Entry (#SP-9481)
This capability is configured around your organisation’s ERP data, access permissions and operating rules.
Controlled delivery
Implementation approach
Data sources and permissions are defined first. WhatsApp conversation steps are mapped to ERP rules, tested and released through a controlled go-live.
- Operational mapTeams, ownership, customer matching rules and initial use cases are defined together.
- Access and data boundaryERP summaries, write permissions, approval points and record-keeping needs are matched to the scope.
- Workspace and workflow configurationThe inbox, customer record, task fields, tags and pipeline are configured around how your operation works.
- Testing and controlled go-liveHandoffs, exceptions, approvals and data access scenarios are tested before the approved scope goes live.
FAQ
Clear answers to common questions
What is WhatsApp ERP integration?
WhatsApp ERP integration is a secure enterprise middleware connecting your ERP inventory, pricing, and customer accounts to WhatsApp Business API, enabling automated ordering, inquiries, and customer service with two-way sync.
Does Meta Reva replace an ERP or accounting system?
No. Meta Reva does not replace your existing ERP or accounting software. It operates as an intelligent communication and workflow layer on top of your software, keeping your ERP as the single source of truth.
Can customers place B2B orders through WhatsApp?
Yes. Configured according to your rules, customers can search catalog items, review customer-specific pricing, build a cart, and confirm an official ERP order directly in WhatsApp.
Plan the right scope for your operation.
