Let customers order through WhatsApp.
WhatsApp enquiries connected to your sales workflow.
Customers choose products and quantities from a numbered list in WhatsApp. Cobalt prepares a draft at their agreed prices for your team to check before confirming the order.
A clear product choice. An order ready to review.
Use a numbered product list to capture the buyer’s selection, then review quantities, prices and availability before making a delivery promise. This ordering flow does not interpret free-text requests.
Is the selected order ready to confirm?
A draft gives the sales team something concrete to review.
WhatsApp · salesIllustrative records| Field | Draft value | Review |
|---|---|---|
| Customer | Existing account | Confirm the sender |
| Selected quantity | 20 units | Review buyer selection |
| Unit price | £12.40 | Check customer pricing |
| Goods value | £248.00 | Before any tax or delivery |
The £248 draft is ready for the sales team.
Confirm the selected product, quantity, terms and stock before accepting the order. The numbered list identifies the product; your team approves the draft.
- Repeat order capture — buyers reply to a numbered list of your current products instead of phoning or emailing an order that someone then retypes.
- Customer matching — Cobalt ERP links the message to the right customer and their agreed prices.
- Order review — the order arrives waiting for approval, priced on their agreed price list, with live stock shown.
- Seller approval — nothing is committed until your team approves it. Then stock is set aside and the order carries on.
- One process — approved WhatsApp orders become normal sales orders, so everything after that works as usual.
Faster orders for small distributors.
Many repeat wholesale buyers already order over WhatsApp. Structured ordering reduces retyping and gives your team a draft to review.
Stop retyping orders taken over the phone. The buyer picks from your current product list and the order arrives ready for you to approve.
Every order is checked and approved before stock is committed, with current prices and availability shown.
Customers order in an app they know, so repeat orders come in faster and with less back and forth.
WhatsApp ordering, connected to your sales team.
Part of the same order workflow as everything else in Cobalt ERP.
WhatsApp ordering is included on every plan and uses the same order process as everything else in Cobalt ERP, alongside sales orders, purchasing, stock and invoicing.
Your team links each buyer’s WhatsApp number to their customer account. Ordering uses a numbered product list rather than a free-text chatbot. Confirm the sender, selected items and quantities before approving the draft; structured entry does not remove the need for review.
Frequently asked questions.
What is WhatsApp ordering software?
It lets approved trade customers reorder over WhatsApp instead of phoning or emailing. They pick from a numbered list of your current products, and the order arrives in Cobalt ERP at their agreed prices for your team to approve.
Is WhatsApp ordering available now?
Yes. WhatsApp ordering is available on every plan. Your team links the buyer's number to their customer account, and orders created from the numbered product list go through the normal approval queue.
Do I have to accept whatever the customer sends?
No. Every WhatsApp order arrives as a draft for your team to check and approve before any stock is committed.
Does it use the right prices for each customer?
Yes. Cobalt ERP matches the message to the customer's record and uses their agreed price list on the draft order.
Who is WhatsApp ordering best for?
Small wholesale and distribution businesses whose repeat buyers already order over WhatsApp, and who want those orders recorded properly without retyping them.
Does it replace the rest of my order process?
No. Approved WhatsApp orders become normal sales orders in Cobalt ERP, so stock, approvals and invoicing work just as they do for any other order.
Related pages.
Turn WhatsApp messages into proper orders.
Book a demo. WhatsApp ordering is included on every plan.
Book a demo