Days 1–2: Set up a small pilot
Pick two reps, one manager and one route. Prepare a sample customer list, product list, prices and opening records. Test sign-in on both phones and explain who can see the records.
Days 3–5: Run one working day
Ask each rep to book a real or clearly marked test order. Have the office review it and test the relevant billing or collection steps. Measure order corrections, repeat entry, and the time from order capture to office review.
Days 6–7: Review and decide
Ask each pilot user what slowed them down. Compare the results against your original process, check plan fit and total cost, and assign a rollout owner. If you need van sales or production, request an Enterprise demo to review those workflows.
Before starting, check current trial and plan terms. How to Replace WhatsApp Order Taking for FMCG Distribution can help you choose a first route.
Start with one workflow and a named owner. Use the onboarding guides when the team needs help.