2 ways to take orders from your customers via WhatsApp

This is a common question from shop owners whose customers already message them on WhatsApp. You want to take their orders there as well, but orders by phone or by chat are hard to keep track of and adding up each order by hand takes time. You can let your customers place orders via WhatsApp in 2 ways. The first is WhatsApp Business, a free app that gives you a catalog, but it does not show customers a total for their order. The second is Google Forms, which is free too, but on its own it can't add up the order or send it to your WhatsApp. With Neartail, your customers see the order total on your Google Form and you receive their orders on your WhatsApp. Even better, the responses are collected in Google Sheets, so you can see them all in a single shot.

Let's start. Create your order form and follow the steps below to try the second way.

Option 1: Use WhatsApp Business to setup your online store

WhatsApp Business is a free mobile app. You can download it for Android or IPhone from the respective app stores. Here are some of WhatsApp Business's features that will be useful to setup your online store.

Note: WhatsApp business verification is currently limited to a small number of businesses participating in a pilot program.

Feature	What you can do
Create a catalog	It lets you create a catalog to showcase your products with nice images and price details.
Take orders	You can broadcast this catalog to your customers or they can find it from your profile. They can pick the products within their WhatsApp and place their orders by typing in the desired quantity of the items from this list.
Calculation of totals	A single order is sent as separate messages of individual items and their quantities. Order total is not automatically calculated.
Delivery details	Your customers can share their map location of their home, instead of typing their delivery address.
Order & inventory Management	You receive your customers' orders within WhatsApp. You can organize and track order status by defining and tagging them with suitable labels like "new order", "in-progress", "delivered" etc. For the inventory, you must make changes to your catalog regularly.
Payment	Currently WhatsApp business doesn't support any payment method by default.

Pro:

This is a great tool for your business, if you have up to 10 products and a relatively small customer base around 50-100.

Cons:

Without a calculated total, customers do not know how much they owe you at the end of their order.
It is difficult to maintain a catalog or changing it often for more than 10 items
To let your customers know of the changed catalog, you need to broadcast messages to them from time-to-time.
It takes many clicks and typing of quantity to complete a single order. Not a desirable ordering experience for the customers.
You cannot use your single WhatsApp number between personal and business messaging.

Option 2: Take orders with Google Forms + Google Sheets + Whatsapp

Google Forms is the easiest way to create an online form. You can list your products with prices and let your customers enter or choose the desired quantity they want. All the responses are collected in Google Sheets and you can see them in a single shot. You can receive them on your WhatsApp, using Neartail. It will link your Google Form with your WhatsApp number and send you the orders as and when your customers submit.

There are 3 steps to setup your order form:

Create an online order form. On the page that opens, click "Enter your form name", type its name, click Generate, wait about a minute and click Proceed. It is a Google Form with your products and an Order Amount that adds up by itself.
In the Edit tab, click on the gear icon in the last After page row above the Submit button, click On submit, select Submit response to WhatsApp, enter your number and click Save.
Share the form link with your customers. Please read on this detailed article to know how to setup your order form. https://neartail.com/whatsapp/create-whatsapp-order-form.html

Feature	What you can do
Create a catalog	Use Google Forms to create a catalog to showcase your products with nice images and price details.
Take orders	Whether you have a website or not, you can publish this form in a neat looking format for your customers to access it both on desktop or mobile. They can click and choose the products and submit their orders in the form. You can share a short link or QR code to your customer base or use it with any offline or online marketing channels.
Calculation of totals	Order Total and Summary will be shown to your users, even before they can submit their orders.
Delivery details	Your customers can share their delivery details as part of the same order form.
Order & inventory Management	You receive all your customers' orders as a text message, within WhatsApp. It will help you and your colleagues prepare the orders on the field. All these responses are collected in the Google Sheets as well for a consolidated view. You can extend or extract the data from Google Sheet to update your inventory and accounting.
Payment	Integrations with payment systems are possible by redirecting the customers before or after submission of the Google Forms to your desired online payment gateway. Or you may simply want to instruct them for cash on pickup or delivery.

Pro:

It makes it easy for your customers to place their orders seamlessly via Google Forms + WhatsApp. Your customers will love it!

Con:

The solution is priced at $8 per month for more than 10 responses.

Your store has the right enterprising quality and a very loyal customer base. Use this opportunity today to add convenience to your customers to order your products/services with ease from their Whatsapp!

Summary

If you want to take orders via WhatsApp, WhatsApp Business gives you a catalog. With a Google Form and Neartail, your customers see the order total and you receive their orders on your WhatsApp. Create your form to try it.