An electrical distributor in Indore
300 dealers · wires, switches and lighting
Supplies wires, switches and lighting to 300 electrical shops across Madhya Pradesh. Six people in the office, four reps on the road and two in the godown, with the books on Tally.
Where they are today
- Dealers order on WhatsApp and by phone until late at night, and the team types the orders in the next morning.
- Prices live in an Excel sheet with three tiers and a monthly scheme, and reps often quote old rates.
- Credit is checked only when accounts remembers, so overdue dealers keep getting stock.
The plan agreed
- Import the catalogue and 300 dealers from Excel, and match Tally items and ledgers with AI matching.
- Set the three tiers and the monthly scheme as price rules with end dates.
- Switch on the WhatsApp agent on their own number, and invite dealers to the portal.
How it will run
- Orders sent at night are taken by the AI and wait in one list each morning.
- Every order carries the dealer’s own price and is checked against their credit before it is confirmed.
- Invoices post to Tally on their own, so accounts stops typing sales.
A day on VIKMO
- 7:30 amThe orders that arrived overnight on WhatsApp are already in VIKMO, priced and credit-checked.
- 10:00 amA rep orders for a dealer during his visit, with this month’s scheme applied.
- 1:00 pmA dealer over his limit tries to order. VIKMO flags it, and accounts calls him.
- 6:00 pmThe day’s invoices and receipts are already in Tally.