Limited stock and outstanding access for selected reps.
Give selected sales users limited read-only access to stock and outstanding information where needed. Permissions are scoped per user; the owner stays in control. Sales-team access is configured per use case.
Sales-team access is configured per use case. Replies require the configured Tally system and edge agent to be running (Live Tally Mode).
You sell in the field. Your numbers sit in the office.
Every field sales team runs into the same three moments — all because live Tally data only exists on a Windows PC you're not near.
The dealer asks a question you can't answer
You're at the dealer's shop. He says "Do you have 20 units of the Samsung 55-inch?" You don't know. You call the office. No one picks up. He loses interest. You lose the deal.
The credit limit mystery
You want to push an order, but you're not sure if the dealer has crossed his credit limit. You don't want to embarrass him by asking, but you also don't want your accounts team to reject the order at dispatch.
End of day, no numbers
You finish 6 dealer visits. At 8 PM you want to know how your territory did this month — but the office is closed. You wait until Monday. Meanwhile your manager is already asking.
Everything a rep needs, from the WhatsApp they already use
Type the question on WhatsApp during the meeting. Hindi, English, or Hinglish — whatever is fastest.
Available where the required data is maintained in Tally and included in the configured access scope. Replies require the configured Tally system and edge agent to be running (Live Tally Mode).
Live stock check
"Samsung 55 inch stock hai?"
Credit limit
"Patel Stores ka credit limit aur available?"
Outstanding amount
"Kumar Electronics ka baaki kitna hai?"
Invoice history
"Last 5 invoices to Sharma dikhao"
Dealer price
"LG OLED 65 inch ka dealer rate?"
Warehouse-wise stock
"Which warehouses have Haier AC 1.5 ton?"
Last order date
"Mehta Stores ne last kab order diya?"
My dealer sales
"Is mahine mere dealers ka total sale"
What a field day actually looks like
First dealer visit — live stock confirmation
You walk into Patel Electronics. He asks about 20 units of the Samsung 55-inch. You type "Samsung 55 QLED stock?" to Talk2Tally on WhatsApp. Reply usually arrives in a few seconds — 14 units available across two warehouses. You commit 14, promise 6 by next week. Deal closed.
Second visit — credit limit mystery solved
Kumar Electronics wants to place a ₹3L order. You ask Talk2Tally for their credit limit and outstanding. He has ₹2.8L available — perfect. You process the order. Your accounts team doesn't reject it at dispatch because you checked before committing.
Invoice details, on the spot
Sharma Traders asks about their last few invoices. You ask Talk2Tally for the dealer's last 3 invoice numbers, dates, and amounts. You read them out in the meeting — no calling the accounts team, no waiting for the office to email you a PDF.
End of day — your own scoped numbers
Back home. You ask Talk2Tally for your scoped sales and dealer activity for the month. The exact reports available depend on what is configured for your user — typically dealer-level sales and outstanding for the dealers you manage. (Available where the required data is maintained in Tally.)
Selected users see only what they should. The owner stays in control.
Access can be scoped for selected users based on the available Tally structure and the customer's setup. Owners get full visibility; selected sales users get limited read-only access where configured. Confidential data such as P&L and bank balances stays with the owner.
Scoped access
Configured per user, based on what your Tally structure supports.
No financial data by default
Selected sales users see operational data; financial data stays with the owner.
Query audit log
Every query logged with user, time, and question — review anytime.
Built around the owner. Safe for the team.
Give your sales team their time back
Book a guided demo. Bring one of your sales scenarios. We'll show how Talk2Tally answers stock, credit, and outstanding questions on WhatsApp.