WhatsApp Sales & Order System
Specifying and building a 12-tab order system for home bakers selling through WhatsApp.
The product
Home bakers run their entire sales process through WhatsApp — inquiries, quotes, deposits, delivery dates — but WhatsApp has no memory. Orders get lost in scrollback, deposits go untracked, and follow-ups get forgotten. This is a Google Sheets/Excel system that replaces scattered chat threads with one working system covering the full order lifecycle.
The problem
Bakers were manually recalculating pricing per order, losing track of deposits, and forgetting follow-ups — all because the tools they already used (WhatsApp, memory) don't track anything.
Who it's for
Home-based and small-batch bakers who take orders primarily through WhatsApp/Instagram DMs and don't want, or can't justify the cost of, a full CRM or ordering platform.
What I scoped and why
Order lifecycle mapping
Structured the system around inquiry → quote → deposit → production → delivery → follow-up, not a generic sales tracker.
Quote Builder
Built a dedicated pricing tool so quotes stop being recalculated by hand for every order.
Mobile-first view
Added a dedicated Mobile View tab since most sellers run this business from a phone, not a laptop.
Scoped out payments
Left invoicing/payment processing out deliberately — bakers already had informal payment methods that worked.
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