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DIGITAL ORDER CAPTURE

Capture orders at source. Post into Tally without re-keying.

Give sales and customer-service teams a mobile and browser order-entry experience using approved customer, product, warehouse, stock and pricing context.

Sales Orders workflow from capture and order context through validation and a confirmed order posted to Tally
  • Mobile and browser order capture
  • Stock and pricing context
  • Validation before submission
  • Tally remains the posted system of record

THE ORDER-CAPTURE GAP

Orders should not begin in paper, calls or WhatsApp

Orders captured through paper, calls or WhatsApp must be interpreted and re-entered. This creates delay, weak visibility and avoidable mistakes before the order reaches Tally.

WHAT IT DOES

What it does

CAPTURE AT SOURCE

  • Mobile and browser order captureCapture structured demand at source.
  • Customer and product searchUse approved customer, product and master-data context.

APPLY ORDER CONTEXT

  • Warehouse assignmentSelect the correct company, warehouse and stock context.
  • Stock and pricing contextSee stock visibility, last-sold context and customer pricing.

VALIDATE & HAND OFF

  • Review and validationReview the order and validate it before submission.
  • Posting status and historyTrack Tally posting status and prior order activity.

PRODUCT EXPERIENCE

Designed around the moments that matter in order capture

Customer, warehouse, pricing and order details come together in one clear, controlled workspace.

Prism Order Entry showing customer context, product pricing, VAT totals and order review
Conceptual Prism product view. Some illustrated functionality may not be currently available.

NEW ORDER

One controlled workspace from customer context to review

Approved customer context, warehouse selection, pricing, VAT and order review stay visible in one clear flow.

  • Approved customer context
  • Current pricing, VAT and totals
  • Review-ready submission

OPERATING MODEL

From customer intent to a Tally-ready order.

Capture, context, validation and posting status remain connected, while data issues follow a controlled exception route.

Sales Orders operating model from customer demand through controlled capture, validation, handoff and posting, with owned exception resolution
Inputs or supports
CUSTOMER DEMAND
Central decision or stages
STRUCTURED CAPTURE; ORDER CONTEXT; VALIDATION; CONTROLLED HANDOFF; POSTING STATUS
Exception route
DATA OR POLICY ISSUE; ROUTED OWNER; RESOLUTION; RETURN TO CONTROLLED PATH
Outcomes and resolution
TALLY-READY ORDER
Feedback
Posting acknowledgement and complete capture history
  • Posting acknowledgement and complete capture history
  • Tally remains the posted order source
  • Owned exception resolution
  • Complete decision history

WHAT CHANGES WITH PRISM

Less interpretation. Less re-keying. More control.

The process shifts from messages and manual checking to a governed order record with validation, status and clear source-of-truth boundaries.

Sales Orders without and with Prism
Without PrismWith Prism
Orders sent by message or paperStructured capture at source
Office staff re-key the orderControlled handoff into Tally
Stock and price checked separatelyContext available during entry
Missing information discovered laterValidation before submission
Sales cannot see posting outcomeVisible Prism and Tally status
Master-data issues cause re-entryOrder may be held and released after remediation

WHERE IT FITS

From customer intent to a controlled order

Capture, validate and release customer demand through governed order execution while Tally remains the trusted accounting and ERP system of record.

CONTROL POINT

Sales Orders

One controlled order journey from capture to fulfilment.

PIPELINE ORIGINCRM & Commercial PipelineBrings governed opportunities and quotations into order capture.PROMISE CHECKCustomer Order Promising – ATPChecks availability and confirms a credible promise date.DEMAND SIGNALForecastingFeeds confirmed and emerging order demand into planning.FULFILMENT HANDOFFSales Order Fulfilment & AllocationConverts confirmed orders into allocation and warehouse work.CREDIT GATECredit Control & CollectionsApplies customer exposure and collections context before release.

EXECUTIVE INTELLIGENCE CONNECTIONS

Management visibility from capture to posting

Connect order demand, validation exceptions and posting outcomes in one focused management view.

Sales Orders management view showing order capture, an action queue and posting performance
ORDER CAPTURE — What is being captured?: Orders captured today — 42; Order value — AED 186K; Median capture-to-submit — 6m. ACTION QUEUE — What requires action?: Customer or master-data issue — 3 — oldest 2h; Stock availability exception — 5 — AED 74K held; Price or discount override — 2 — oldest 38m. POSTING PERFORMANCE — Is handoff controlled?: Orders posted; First-pass validation rate
Explore Executive Intelligence

Give sales teams a faster, controlled way to create Tally-ready orders.

See how Prism can bring approved context, validation and visible posting status into one order-capture flow.

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