Use case
Order entry for distributors: WhatsApp, PDF and Excel orders into Tally
The problem
What gets in the way
- Orders arrive as WhatsApp photos, PDFs, emails and Excel sheets, and staff retype every line into Tally.
- Price, credit and stock are checked from memory, so mistakes reach the invoice.
- Orders get lost in chats and nobody knows who changed what.
Products
What helps
Purchase orders in any format, checked and posted to Tally.
Free for your first 3 months. Then pay only for what you use, at our cost.
OrderDak's Collections module: polite, persistent payment follow-ups after the invoice.
Part of OrderDak: free for your first 3 months, then pay only for what you use.
Step by step
How to do it
- 1
Connect Tally
Install the small OrderDak bridge on the PC that runs Tally. It syncs your items and customers every 30 minutes.
- 2
Send in orders
Upload a file or forward the buyer's email to your own OrderDak address.
- 3
Let it read and match
AI turns the order into lines; code matches the buyer and each item to your masters and learns each customer's names for your items.
- 4
Check
Rules check price, credit, stock, pack size, duplicate PO numbers, GSTIN and the CGST/SGST or IGST split.
- 5
Post or review
Clean orders post to Tally. Anything doubtful waits in a review queue with one-click fixes.
Be sure
When Surge Software is not the right tool
OrderDak's WhatsApp channel is not connected yet — today you upload the photo or forward the email. Busy and Marg exports are in beta. If you need a full ERP rather than order entry, OrderDak is not that.
FAQ
Questions
Do orders post to Tally on their own?
Only when every check passes. Orders in other languages and anything read from a photo always go to a person for review.
Can I upload party-wise rates?
Yes. Upload a CSV of party-wise rates in onboarding or Settings; the price check then uses each customer's own rate.
What about collecting payments?
Switch on the Collections module (formerly Tagaada) for payment reminders on the same sign-in.
Related
- Payment follow-ups for B2B businesses, without awkward calls
- AI tools for CA firms: bank statements to Tally in minutes
- Every comparison
- All products and prices
Last updated 1 November 2026 · by Venu Gopal Reddy Muvva, founder