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TEZ ERP · WHATSAPP BUSINESS ASSIST
Your ERP already has the answer.
Your ERP already has the answer.
WhatsApp can now deliver it.
Ask for stock, sales, bank balances, ledgers, outstanding and order status. Create Sales Orders, invoices and receipts. Send invoices and statements. Collect payments. Upload business documents. Automate alerts and reminders. All through authorised WhatsApp conversations connected to TEZ ERP.
TEZ Business Assist
Connected to your TEZ ERP
ONLINE
Hi
Welcome to TEZ Business Assist
1 · Billing summary
2 · Outstanding balance
3 · Download an invoice
4 · Order status
NOT ANOTHER CHATBOT
A working doorway
A working doorway
into your ERP.
Most WhatsApp integrations send notifications. TEZ WhatsApp Business Assist connects authorised conversations with live information and configured workflows inside TEZ ERP.
The conversation does not sit outside the ERP. It works with the business information already maintained inside it.
- A customer can request an invoice.
- A salesperson can check stock.
- An owner can ask for yesterday's sales.
- An accounts user can follow up overdue receivables.
- A field executive can create a Sales Order.
- A vendor bill can be uploaded for accounting.
ONE WHATSAPP INTERFACE. FIVE BUSINESS JOBS.
One interface.
One interface.
Five business jobs.
Transact
Create authorised business transactions through guided WhatsApp workflows.
Receive Documents
Let users send invoices, bills, receipts and supporting documents.
Automate Communication
Send transaction alerts, reminders and daily business information automatically.
Collect Money
Move outstanding to invoice, payment link and receipt in one connected journey.
ONE ASSISTANT, MATCHED TO THE ROLE
The same number. A different conversation for every role.
Authorised users see only the queries and actions available to them — nothing more.
Give customers answers without making them call your accounts team.
- Current & invoice-wise outstanding
- Recent billing & latest invoice
- Invoice copy & ledger statement
- Sales Order & dispatch status
- Payment link & receipt confirmation
Instead of “please check and revert,” give the customer a direct, controlled route to the information. Better service for them, fewer repetitive requests for your team.
Let field teams check, confirm and transact without waiting for the office.
- Check item stock across branches
- Check customer outstanding & history
- Create a Sales Order or invoice
- Record a receipt · add a customer or item
- Low-stock & reorder-level alerts
Stock of Item XYZ
Available in the selected branch.*
Create Sales Order — ABC Enterprises, 25 units
Sales Order created. Confirmation sent.
*Follows the user's permissions and stock context.
Ask for the number when you need it — or let it arrive on its own schedule.
- Daily sales, purchases & collections
- Cash & bank position
- Receivables & payables
- Branch & agent performance
- Transaction exceptions
Morning summary. End-of-day position. Exception when attention is required. The owner, a branch manager and a sales executive can each receive a different view.
Turn vendor documents and outbound communication into an organised workflow.
- Receive vendor invoices & expense bills (Shoebox)
- Track what's pending review & accounting
- Deliver Sales Invoices & statements
- Deliver Purchase Orders to vendors
- Send dispatch-related documents
Send the document. Track what's pending. Account for it. Nothing disappears inside a personal WhatsApp chat.
FROM QUESTION TO ANSWER
A business conversation should take seconds — not a chain of calls.
Start
The user sends “Hi” or selects an available action.
Identify
TEZ matches the WhatsApp number to the customer, employee or agent.
Show choices
The user sees only the queries and actions available to their role.
Retrieve
TEZ reads ERP information within the user's permitted context.
Act
Request a document, create a transaction, or send a payment link.
ASK · TRANSACT · AUTOMATE
Three things a conversation can do.
- “What were our sales last month?”
- “What is today's bank balance?”
- “How much stock do we have for this item?”
- “What is this customer's outstanding?”
- “Show me the ledger for this party.”
- “Which invoices are overdue?”
- “What is the status of this Sales Order?”
- “Which items are below reorder level?”
Authorised users can use guided workflows to create Sales Orders, Sales Invoices, Receipts, Customers and Inventory items. Before the transaction is created, the user sees a summary for confirmation — and the completed transaction remains part of TEZ ERP, with its voucher number, user trail and applicable controls. WhatsApp becomes the interface; TEZ remains the system of record.
TEZ can send configured alerts when transactions are created, modified or processed — Sales & Purchase Orders, Invoices, Receipts & Payments, Debit/Credit Notes, and E-Way Bill activity. Alerts can reach the Customer, Vendor, Agent, Sales Executive, Branch Manager or Management, with dynamic fields like Date, Voucher Number, Party and Amount. The transaction happens once — TEZ communicates it automatically.
RECEIVABLE FOLLOW-UP
Make collections systematic, not impersonal.
Reminders can go out before, on, or after the due date — including a nudge before a post-dated cheque falls due.
Reminder
Outstanding reminder sent on WhatsApp.
Invoice
Customer requests it, TEZ delivers the PDF.
Payment Link
Customer pays through a secure gateway link.
Auto Receipt
TEZ generates the receipt and confirms.
One connected process. No manual payment-link preparation, no separate receipt entry, no uncertainty about whether the customer acted on the reminder.
AUTOMATION ACROSS THE BUSINESS
Eight operations. One connected channel.
Collections
Due & overdue reminders, invoice documents and payment links.
Management MIS
Daily sales, collections, cash, bank and exception summaries.
Procurement
Low-stock alerts before critical inventory reaches zero.
Accounts Payable
Vendor bills and supporting documents via Shoebox.
Dispatch Communication
Notify customers as orders move through invoice & dispatch.
Vendor Communication
Purchase Orders, payments and transaction notifications.
Internal Approvals
Notify designated users when a transaction needs attention.
Customer Engagement
Occasion-based messages such as birthdays or anniversaries.
| User | What they can do through configured workflows |
|---|---|
| Customer | Check outstanding, receive invoices, review orders, access payment links |
| Sales Executive | Check stock, create orders/invoices, record receipts |
| Owner | Request figures, receive scheduled MIS summaries |
| Accounts Team | Follow up receivables, monitor PDCs, review documents |
| Branch Manager | Branch-level sales, collection, stock & exception data |
| Procurement Team | Low-stock alerts and replenishment action |
| Vendor | Purchase Orders, payment notifications, documents |
| Warehouse Team | Stock and dispatch-related status |
PERMISSION BEFORE CONVENIENCE
WhatsApp access should never mean unrestricted ERP access.
- Registered mobile-number identification
- Role & company/branch-specific access
- Approved query menus & transaction actions
- Transaction confirmation before creation
- User-level audit trail
- Configurable recipients & templates
- Searchable communication history
- WhatsApp consent & template compliance
Convenience on the outside. Control underneath. Every message and action stays traceable to who sent it, when, and to whom.
WHERE TO START
You don't need to automate everything on day one.
Start with the five conversations your team repeats every day, then expand.
- Send my invoice
- Is this item available?
- Please place this order
- What is my outstanding?
- What is my order status?
What is my outstanding?
Get the latest receivable position without calling accounts.
What is my order status?
Check the latest order or dispatch status from the connected ERP.
TEZ
ERP
CONNECTED
WORKFLOW
WORKFLOW
1Discover
2Map
3Authorise
4Configure
5Pilot
6Expand
A multi-branch distributor replaced hundreds of routine WhatsApp calls and manual document lookups with self-service outstanding checks, field order creation and Shoebox bill collection — fewer repetitive calls, faster responses, and a clear communication trail.
Representative composite scenario based on documented TEZ workflows.
FREQUENTLY ASKED QUESTIONS
Answers to common operational questions.
No. TEZ can send configured alerts, but its documented capabilities extend to ERP queries, document delivery, transaction creation, document collection and payment-related workflows.
No. Access is tied to registered identities, applicable customer accounts, user permissions and configured actions.
Applicable authorised workflows can support creation of transactions such as Sales Orders, invoices and receipts. Available actions depend on the implementation and permissions.
Yes. Applicable documents can be delivered through the authorised conversation.
Yes. TEZ can support scheduled receivable reminders, outstanding information, invoice delivery, payment links and connected receipt workflows.
Applicable bills and supporting documents can be received through the TEZ Shoebox workflow for review and voucher creation.
Configured MIS summaries can be delivered to designated owners, managers, branches or agents.
No. WhatsApp provides a convenient interface for selected queries, transactions and communication. TEZ ERP remains the primary business system.
Yes. A business can begin with a focused workflow such as invoice delivery, outstanding enquiry or stock checking and expand gradually.
One conversation. The same business truth.
Responses come from TEZ ERP records, reducing manual lookups, forwarded spreadsheets and inconsistent customer answers.
Make your most-used business conversation your shortest business process.
Your customers, salespeople, vendors and managers already use WhatsApp every day. TEZ connects those conversations with the ERP information and workflows behind them — faster answers, easier transactions, more consistent follow-up, less dependence on the back office.