About Erpnext
Erpnext is a free, open-source Enterprise Resource Planning system that unifies accounting, inventory, sales, purchasing, and project management in one platform. Built on the Frappe Framework, it's designed for businesses of all sizes to streamline operations and financial workflows.
When connected to Saysimple, Erpnext enables your team to access order status, invoice details, and customer account information directly within WhatsApp conversations. Agents can resolve billing questions, confirm shipments, and handle payment inquiries without switching between systems—reducing resolution time and improving customer satisfaction.
Popular use cases
Instant Order Status Over WhatsApp
Customers message asking about their order status. Your agent views the linked Erpnext order record in Saysimple and sends a WhatsApp update with tracking details and expected delivery date—all without leaving the inbox. This reduces support tickets and builds trust through proactive communication.
Invoice Reconciliation and Payment Follow-up
When a customer disputes an invoice or asks about payment terms, your agent retrieves the invoice from Erpnext and discusses it via WhatsApp with full context. Send corrected invoices or payment reminders directly through the messaging platform, streamlining accounts receivable workflows.
Inventory Availability Checks
Customers inquire about product availability. Your team checks Erpnext stock levels within the Saysimple conversation and confirms delivery timelines or suggests alternatives in real-time, reducing back-and-forth and closing sales faster.
