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Operations · Channel partners ordering and checking accounts

Orders and Ledgers

Orders, ledgers and incentives for your dealers and retailers, on a single app.

Partners order from your catalogue on the app or WhatsApp, see the schemes that apply as they order, track dispatch, and check their ledger, outstanding and overdue amounts, synced from your ERP.

  • Catalogue ordering on app and WhatsApp
  • Ledger, outstanding and overdue from your ERP
  • Schemes visible at the moment of ordering
Channel partners ordering and checking accounts: Unotag Orders and Ledgers
How it works

The orders and ledgers, step by step

One app for the partner's whole relationship
  1. 1BrowseCatalogue and prices
  2. 2OrderApp, web or WhatsApp
  3. 3ApproveCredit check
  4. 4DispatchStatus to partner
  5. 5LedgerInvoices, payments, outstanding
  6. 6EarnScheme progress updates
Channel partners ordering and checking accounts using Unotag
What's inside

Built for channel partners ordering and checking accounts

Catalogue and ordering

Product catalogue with partner-specific pricing; orders on app, web or WhatsApp.

Approval and dispatch

Credit checks and approvals, then dispatch status back to the partner.

Ledger and statements

Running ledger, invoices, payments and credit notes, synced from SAP (all versions), Oracle, Microsoft Dynamics, Tally, Zoho, ERPNext, LOGIC ERP, eZee or any other ERP.

Outstanding and overdue

Bill-wise outstanding with overdue ageing, so collection conversations start from facts.

Schemes at order time

Partners see which schemes an order moves and their next target before placing it.

One app

Orders, ledger, schemes and rewards in one place, or inside your existing app via SDK.

Watch

Orders, Ledger, Incentives

Orders, Ledger, IncentivesUnotag manages orders, ledgers and incentives for a brand's dealers and retailers, all on a single app.
FAQ

Orders and Ledgers: common questions

Can dealers see their ledger in the app?

Yes. Ledger, invoices, payments, credit notes, outstanding and overdue are synced from your ERP and shown in the app.

Can partners order on WhatsApp?

Yes. Orders can be placed on the app, the web portal or WhatsApp.

Which ERPs are supported?

SAP (all versions), Oracle, Microsoft Dynamics, Tally, Zoho, ERPNext, LOGIC ERP, eZee and any other ERP.

Read more

More Unotag products

Every incentive, calculated and shown.

Dealers, retailers, channel partners and your sales team see the same numbers, every day. Send us one scheme or one sales plan and we will show it running on your data.