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Order information is different in WhatsApp, Excel and ERP

Find the source of truth and what needs reconciling.

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01 · What is usually happening?

The customer's change came on WhatsApp, the production sheet is in Excel, and the ERP still shows the original order. Each system is right about something and wrong about something else.

People spend the morning working out which version to believe.

The question people usually ask“Which version of the order is correct?”
The more useful question“Where should an order change be recorded first, and who copies it onward?”
02 · Common causes
  1. 01Changes arrive on chat and are applied only where the receiver works
  2. 02There is no single owner of the order record
  3. 03Copying between systems is manual and falls behind
  4. 04No habit of confirming a change in writing
  5. 05Excel sheets are kept by individuals
  6. 06Nobody compares the three versions
03 · What to check now0 of 6 checked
Open Late Order Root Cause Check →Send checklist on WhatsApp
04 · What good looks like
  1. 01One place is the record of an order, and everyone knows which.
  2. 02A change is confirmed to the customer in writing.
  3. 03The change reaches the plan the same day.
  4. 04Sheets are shared, not personal.
  5. 05A weekly check compares the versions and fixes the gaps.
05 · Where this connects

This rarely stays in one department

What it can lead to: The wrong quantity is made, or the wrong date is promised.

Start from a problem
Work flows left to right, top to bottomKEYMost important for manufacturing

These support every part of the business

Problem

Order information is different in WhatsApp, Excel and ERP

Usually connected to

How it spreads

  1. Orders & Delivery

What it can lead to: The wrong quantity is made, or the wrong date is promised.

Read the guide →Late Order Root Cause Check
lamplamp could read order changes from WhatsApp and propose the update.
06 · Related processesCustomer order to confirmed delivery
07 · Useful toolsDiagnosticLate Order Root Cause CheckCheckDispatch Readiness Check
Related guidesHow to use AI without replacing your ERPHow a 60-person fabrication business tracks open orders
08 · lamp

lamp could keep this moving

lamp is not available yet. These are things it is being built to do.

See how lamp worksJoin the waitlist
  • lamp could read order changes from WhatsApp and propose the update.
  • lamp could compare the chat, the sheet and the ERP for each live order.
  • lamp could flag any difference in quantity, date or price.
  • lamp could keep the record you choose in step with the others.
Does your business handle this differently?Tell us what we have missed: a cause, a check, or a better way of handling it.
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