● Solutions

Built for the businesses
that built India.

Three illustrative days — a distributor, a dairy, a retailer — on the same orders, stock and money. They are walkthroughs, not customer results: what runs for you depends on the modules you switch on, your setup, and any provider approvals.

Volume 01DistributorsVolume 02DairyVolume 03Retailers
Volume 01 · Distributors
● ILLUSTRATIVE WORKFLOW

For the distributor who runs the city on WhatsApp.

Distributors can keep customer, order, stock, invoice, approval, and collection records connected in Neev. WhatsApp intake and delivery require Meta approval and provider configuration, and staff must review messages, credit decisions, and documents.

● Who it’s for
Owner
Counter manager
Accounts user
Warehouse or delivery staff
● A day on Neev
09:00
Review the operating summary
Recorded sales, receivables, ageing, and held orders can be reviewed together.
10:30
Review a WhatsApp draft
After provider setup, an interpreted message can be staged as a draft for staff review.
16:00
Prepare an invoice
Neev prepares an invoice from reviewed business and line-item data for customer or CA review.
18:00
Record a collection
An authorised user records a receipt and reviews its allocation before receivables update.
● Relevant capabilities
OrdersWhatsAppInvoicesCustomersApprovalsInsights
Available
Core records are available; Tally export availability is not confirmed; WhatsApp requires configuration; direct Tally sync is planned.
Volume 02 · Dairy operators
● ILLUSTRATIVE WORKFLOW

For the dairy that delivers the same five SKUs to the same five hundred homes.

Dairy operators can use recurring schedules, inventory, fulfilment, customer, and collection records to organise repeat delivery work. Route, freshness, and exception rules depend on the business configuration and the data staff record.

● Who it’s for
Plant manager
Route supervisor
Driver (mobile)
Customer care
● A day on Neev
05:30
Review recurring drafts
Tomorrow's draft orders can be created from active schedules for staff to review.
06:15
Prepare a pack list
Fulfilment records can group the items assigned to a configured route or dispatch batch.
07:00
Record delivery progress
Assigned staff can review stops and record delivery, missed-stop, or collection information.
20:00
Review exceptions
Recorded missed deliveries or inactive schedules can be reviewed for follow-up.
● Relevant capabilities
Standing ordersInventoryShippingCustomersInsights
Available
Recurring records are available; route and exception behavior depend on configured workflows.
Volume 03 · Retailers
● ILLUSTRATIVE WORKFLOW

For the retailer at the counter — counting cash and answering WhatsApp at the same time.

Retailers can record counter, phone, and configured WhatsApp orders against the same product and inventory records. Results depend on staff recording each transaction accurately and reviewing stock adjustments.

● Who it’s for
Owner
Counter staff
Walk-in delivery
● A day on Neev
09:30
Record a counter sale
Staff select the customer and items, review totals, and record the chosen payment method.
12:00
Review stock across channels
Counter and approved WhatsApp orders can reference the same SKU records when both workflows are configured.
16:00
Record delivery and collection
Authorised staff can record a delivery outcome and any associated collection for later review.
21:00
Review the day
Sales, payment, and product records can support a day-end review; tax and filing decisions remain with the customer or CA.
● Relevant capabilities
Quick billInventoryWhatsAppCustomersReports
Available
Core transaction records are available; WhatsApp and other provider delivery require configuration.
● Not on the list?

Different workflow? Check the fit.

Pharma, hardware, garments, FMCG, and services can have different controls and records. Send a short workflow description and we can distinguish what Neev supports now, what needs configuration, and what is not available.

Request a demo →Browse all features

Share your workflow. Check the fit.

A demo call starts a product discussion only. Any evaluation, data import, rollout, support, timing, and commercial terms will be scoped and agreed separately in writing.