Turn WhatsApp Orders Into Sales Orders
Automate customer orders sent through WhatsApp — without asking buyers to switch channels.
Ordlie reads WhatsApp order messages the way customers already send them, applies what it knows about each customer, and puts a review-ready draft in front of your team. That is Order Entry Automation for the channel many B2B buyers already use.
Your customers already use WhatsApp. Let them.
For a lot of growing B2B distributors, WhatsApp is how customers order when they are in a hurry: a quick text, a photo of a list, a message after hours. Asking those buyers to adopt a portal or a formal ordering system usually fails. They keep using WhatsApp anyway, and your team still re-types the order by hand.
Ordlie meets them there. Customers keep sending orders the way they already do. Your team gets a structured draft instead of another message to decipher. See the full workflow on How It Works.
We read it.
Ordlie reads WhatsApp order messages, including text and photos sent through WhatsApp. Line items, quantities, and customer details are pulled into a structured draft — without asking the customer to reformat anything.
We apply what we know.
Reading the WhatsApp message is only the start. Ordlie applies customer-specific preferences, product terminology, substitutions, and delivery instructions it has learned about that account.
The next WhatsApp order from the same account benefits from those rules, so your team spends less time fixing the same patterns. Customer Preferences is how that knowledge sticks.
You decide.
Ordlie creates a draft, review-ready sales order. Your team reviews and approves — or edits or rejects — before anything moves forward. Nothing is ever auto-sent. Human review is mandatory, not a setting you can turn off.
We send it where it belongs.
Once approved, the order goes to your accounting system. Today, that's QuickBooks, where the approved order can automatically generate an invoice.
No new customer portal required.
Your customers don't have to change how they order. No portal login. No new app for the customer to adopt. WhatsApp stays WhatsApp on their side; Ordlie does the structuring work on yours.
From WhatsApp message to invoice
The path is short and deliberate: message in, draft out, human approval, then accounting.
- 01WhatsApp message — text or photo, as the customer already sends it
- 02Ordlie — reads the order and applies customer knowledge
- 03Draft order — structured and ready for review
- 04Approval — your team decides before anything moves
- 05QuickBooks — the approved order lands in accounting
- 06Invoice — generated from the approved order
Frequently asked questions
- Can Ordlie process WhatsApp orders?
- Yes. Ordlie reads WhatsApp order messages — including text and photos sent through WhatsApp — and turns them into review-ready draft orders for your team.
- Does Ordlie require customers to use a portal?
- No. Your customers don't have to change how they order. No portal login, no new app for them to adopt.
- What happens to a WhatsApp order once it's read?
- Ordlie applies what it knows about that customer, creates a draft sales order for review, and only after your team approves does the order go to your accounting system.
- Does Ordlie integrate with QuickBooks?
- Yes. Once your team approves a draft order, Ordlie sends it to QuickBooks, where the approved order can automatically generate an invoice.