Order Taking Module

    Order-X — Field Sales App for Tally Users

    Let your sales team take orders on the go, check stock and outstanding live, share invoices on WhatsApp, and sync everything back to Tally automatically.

    15-minute demo. No commitment. We'll show it on your Tally data.

    Order-X field sales app for Tally — salesman taking order on mobile

    Your sales team is losing orders. Here's why.

    Most Tally-using businesses still run field sales the same way they did ten years ago — paper order books, phone calls back to office, salesmen who don't know stock levels or pending dues, and invoices that reach the customer a day late.

    The result is predictable: orders get missed, items get sold below cost, customers receive goods they can't pay for, and your sales team's day is invisible to you.

    Order-X fixes this without changing anything about how you use Tally.

    What Order-X does for your business

    Twelve features that turn field sales chaos into a clean, controlled, Tally-synced workflow.

    Take Live Orders

    Your salesmen book orders from the customer's shop on their phone. Orders flow straight into Tally.

    Works Offline

    No signal at the customer's location? Orders save locally and sync to Tally the moment you're back online.

    Live Stock Visibility

    Your sales team sees real-time stock from Tally before committing to the customer.

    Outstanding Check

    Before booking a new order, the app shows pending dues for that customer. No more selling to defaulters.

    Floor Rate Protection

    Set a minimum price per product in Tally. Your executive cannot sell below it — protects your margin automatically.

    Price Level Selection

    Different customers get different rates. Set price levels in Tally; apply in one tap on the app.

    Route Tracking & Geo Check-In

    See where each salesman went, which customers they visited, and where each order was booked.

    Instant Invoice Sharing

    Share the invoice on WhatsApp or email the moment the order is confirmed.

    Follow-Up Reminders

    Set reminders for collection, repeat orders, or customer callbacks. Get notified on time.

    Add Customers On the Go

    New customer at the doorstep? Add them in the app — syncs to Tally as a new ledger automatically.

    Sales Analytics

    Track sales, collections, outstanding, stock, and individual salesman performance from one dashboard.

    Multi-Company & Role-Based Access

    Manage multiple Tally companies. Give each salesman access only to what they should see.

    How Order-X works with your Tally

    1

    Step 1Install the connector

    We install a small Tally connector on your office machine. It reads your Tally data — items, customers, stock, price levels, outstanding — and pushes it to a secure cloud.

    2

    Step 2Your team uses the mobile app

    Your salesmen log in on their Android phones. They see only what you allow them to see — their customers, their items, their price levels.

    3

    Step 3Orders sync back to Tally

    Every order, new customer, and invoice taken in the app comes back into Tally automatically. No re-entry. No errors.

    How Order-X works with Tally — mobile app to Tally sync flow

    Built around how your business works

    Every Tally setup is different. Some businesses sell with 4 price levels, some with 14. Some need batch-wise stock, some don't. Some want godown-wise visibility, others want salesman-wise targets. Order-X is built to be configured to your business — not the other way around.

    Here's what we customize for each client:

    • Price levels, discount slabs, and floor rates mapped to your Tally setup
    • Item groups, stock categories, and godown filters
    • Salesman territories, customer assignments, and visibility rules
    • Custom approval flows (e.g., orders above ₹X need manager approval)
    • Custom reports and dashboards based on what you actually want to track
    • Integration with your existing WhatsApp Business setup if you have one

    Setup typically takes 3–5 working days, including Tally connector installation, user training, and customization.

    Why businesses on Tally choose us

    We come from a Tally background

    Sidharth IT Solutions has been a Tally Certified Five Star Partner for 30+ years, serving thousands of clients across Kerala. We understand Tally better than generic SaaS vendors.

    Local support

    We're based in Kochi and Palakkad. Real people, real phone numbers, same-day response.

    No data leaves your control

    Your Tally data stays yours. We don't sell it, train AI on it, or share it.

    Made for Indian MSMEs

    Built for how Indian businesses actually run — credit cycles, multiple price levels, WhatsApp-first communication.

    See it on your own Tally data

    The fastest way to know if Order-X fits your business is a 15-minute demo on your own Tally setup.

    Frequently Asked Questions

    Ready to give your sales team the tools they need?

    Talk to our team in Kochi for a free Tally-data demo.

    +91 9387214275