CapySuiteERP

WhatsApp ordering, with operational control

CapySuite ERP

Turn customer messages into work your whole operation can trust.

Connect WhatsApp ordering to outlet rules, customer pricing, inventory, delivery, invoicing, and Xero-ready records without retyping the same order across disconnected systems.

Guided product previewOne order, one operational trail
Harbour CaféWhatsApp order
Demo
Hi, can I get 12 cartons of 12oz clear cups and 6 cartons of lids for tomorrow morning?
Sender recognised. Checking outlet access and catalogue.
Sales order

New WhatsApp order

Needs review
Customer
Resolving sender
Outlet
Checking outlet access
Delivery
Requested: tomorrow
ItemQtyAmount
12oz clear cupsCUP-12-CLEAR · customer catalogue12 ctnChecking
Matching lidsLID-12-FLAT · customer catalogue6 ctnChecking
CatalogueChecking
InventoryChecking
DeliveryAfter confirmation
FinanceAfter fulfilment

No real message, stock, or accounting record is changed in this preview.

One operational record

The message is only the beginning.

Every step keeps the original request connected to the decision and the work that follows.
  1. 01Recognise

    Match the sender to the right customer and outlet before interpreting the order.

  2. 02Control

    Apply the outlet catalogue, customer pricing, delivery calendar, and stock rules.

  3. 03Confirm

    Keep uncertain items in review and confirm only the order the customer intended.

  4. 04Fulfil

    Reserve inventory, prepare delivery evidence, and keep variances tied to the order.

  5. 05Account

    Move completed work into invoice, bill, ageing, banking, and controlled Xero review.

A workspace for the team behind every order.

Sales, warehouse, delivery, purchasing, and finance work from the same tenant-controlled operational truth.

Orders

Review exceptions, not every message.

Recognised contacts and allowed products move quickly while unresolved sender, item, date, or quantity choices stay visible.

Inventory and delivery

Know what can be promised and what actually moved.

Reservations, goods movements, delivery assignments, quantities, and evidence remain connected to the originating order.

Purchasing and finance

Carry operational evidence into accounting review.

Purchase orders, receipts, bills, invoices, ageing, banking, and Xero exports keep review gates before posting.

Start with one ordering lane, then widen the operating system.

A pilot begins with one company, selected users, customer and product data, a test sender, and one workflow everyone can verify before production cutover.

  • Import customers, outlets, products, access rules, and pricing with preview evidence.
  • Test WhatsApp ordering without interrupting the current production number.
  • Keep finance posting behind separate configuration and confirmation gates.

Questions before a pilot

What teams usually need to know.

Does CapySuite replace our existing WhatsApp number?

CapySuite is designed to connect a tenant-owned WhatsApp Business number when the team is ready. Testing can start with a Meta test sender before any production-number cutover.

How does the system know which products an outlet can order?

Customer, outlet, product-group, and item-level rules determine the catalogue and pricing available to each outlet. Ambiguous matches remain reviewable instead of being silently accepted.

Does every customer need a separate Meta developer app?

No. CapySuite can operate one platform application while each tenant connects its own WhatsApp business account and phone-number identity to its own ERP workspace.

Does this demonstration create real orders or Xero documents?

No. The public demonstration uses synthetic data in your browser. Production orders, inventory movements, invoices, bills, and Xero actions require an authenticated tenant workspace and operator controls.

CapySuite ERP pilot

Bring one real ordering workflow. We will help prove the replacement.

Request an ERP pilot