1602 Craft Beer: Sales Order & Approval Workflow

The Challenge: Approvals on WhatsApp

Every order went through the same steps. A salesperson secured a sale from a merchant or bistro, finance approved it, and the warehouse packed the stock for the delivery team to send. All of it was handled over WhatsApp, which made it hard to track each order and the sales team’s performance.

The Solution: One Digital Workflow

We built a workflow and approval system that takes every order through the same steps:

1. Sales

The salesperson records the sale from the merchant or bistro.

2. Finance approval

Finance reviews and approves the order in the system.

3. Warehouse and delivery

The warehouse packs the stock and the delivery team sends it out.

The Result

• The whole flow is digital, from sale to delivery, instead of WhatsApp messages.
• KPI tracking for the sales team.
• Real-time data, updated across the country.
• One system used by the whole organisation: sales, finance, warehouse and delivery.

See how we approach business process automation.

Frequently asked questions

Can you replace approvals on WhatsApp with a proper workflow system?

Yes. For 1602 Craft Beer, orders and approvals moved from WhatsApp into one workflow system, from the sale to delivery.

Can the system track sales KPIs?

Yes. The system tracks the sales team’s KPIs from the orders recorded in it.

Can teams in different locations use the same system?

Yes. Data updates in real time, so teams across the country work from the same information.

Who in the company uses the system?

The whole organisation: salespeople record sales, finance approves, and the warehouse and delivery teams pack and send the stock.

Did Cloudkia also build 1602 Craft Beer’s website?

Yes. We designed and built 1602’s website with online ordering and look after its hosting. Read the website case study.