Business problems
Orders scattered, some get missed or mixed up
When an order is agreed in the middle of a conversation, details are easy to lose: quantity, variant, address, or schedule. The key is to have the order created in the system, not copied from the chat.
Common causes
- No catalog with clear prices and variants.
- Agreed prices don't turn into orders.
- Orders from different sources don't land in one list.
The impact
- Customers are let down by late or wrong orders.
- Time is wasted matching up notes.
- Sales summaries are inaccurate.
Common mistakes
What often makes this problem come back
Agreeing on prices only in chat text
Negotiated figures are easy to forget or mix up. Send a quote from the chat so the accepted price becomes an order right away.
A catalog without variants
Without variants, customers type whatever they like and admins have to guess. Add variants in Produk & Jasa (Products & Services).
Order status not updated
Orders that are already in progress but still show as pending leave the team unsure and customers asking. Update the status every time the stage changes.
How to solve it
Fix it step by step in Conex Bisnis
Menu names match the business.conex.chat dashboard (in Indonesian). Steps marked Pro require the Pro plan.
- 1
Complete your catalog in Produk & Jasa (Products & Services): photos, prices, and variants.
- 2
In Fitur Bisnis (Business features), make sure the right ordering options are on: cart, quotes, or booking.
- 3
Send a quote from the chat when the price needs working out. Accepted quotes automatically become orders.
- 4
Process every order from the Pesanan & Booking (Orders & Bookings) menu: confirm, prepare, ship, done.
- 5
Keep an eye on the summary in the order report and download a CSV when needed.
7-day plan
One small step every day
One step a day so it's easy to roll out with your team. Day one can start on the Free plan.
- Day 1
Complete your catalog
Add your best-selling products or services in Produk & Jasa (Products & Services) with photos, prices, and variants.
- Day 2
Choose ordering options
In Fitur Bisnis (Business features), turn on the ordering options your business actually uses: cart, quotes, or booking.
- Day 3
Share your profile link
Send your business profile link to WhatsApp customers so they can order from your catalog in the Conex app.
- Day 4
Make quotes a habit
For orders with special pricing, send a quote from the chat and wait for the customer to accept.
- Day 5
Work from one list
Process the day's orders from Pesanan & Booking (Orders & Bookings), sorted by "Perlu tindakan dulu" (Needs action first).
- Day 6
Update the status
Update each order's status as it's confirmed, prepared, shipped, and completed so customers can track it themselves.
- Day 7
Read the reports
Open the Laporan (Reports) tab in Pesanan & Booking (Orders & Bookings) to see this week's best sellers and cancellation reasons.
- After that
Move on to the next problem
Keep the habits that work, then pick another problem you still feel.
Business check-up
Features used
Learn about the feature
Catalog & ordering options
Products, services, variants, and promos with ordering options that fit your business type.
Learn more FreeAll the way to checkout
Quotes, negotiation, cart, all the way to orders, all inside the chat.
Learn more FreeBookings & reservations
Service schedules, staff appointments, room reservations, unit rentals.
Learn more FreeReports & summaries
Daily summaries, chats per channel, order reports with CSV.
Learn moreBefore vs after
What changes
Free vs Pro
Features for this problem by plan
Free No time limit
Pro Everything in Free, plus
- You can solve this on the Free plan
Good to know
- PaymentFor now, payment is made in person. Online payment (QRIS, virtual accounts, e-wallets) is coming soon for verified businesses.
- WhatsApp customersIn-chat checkout is only for Conex app customers. For WhatsApp customers, send product info from the catalog and your business profile link.
FAQ
Questions about this problem
Can WhatsApp customers place orders themselves?
In-chat checkout is only for Conex app customers. Share your business profile link so WhatsApp customers can order from your catalog in the Conex app.
What about orders where the price needs working out?
Send a quote from the chat. Once accepted, the quote automatically becomes an order.
Is this available on the Free plan?
Yes. Catalog, cart, quotes, booking, orders, and reports are available on every plan.
See also
Related solutions & problems
Selling & checkout in chat
Catalog, cart, vouchers, quotes that become orders.
See solution TeamsOperations
Orders & bookings in one list, your own couriers, stock, reports.
See solution IndustriesRestaurants & cafés
Menus with variants, pickup or delivery orders, promos via Status.
See solutionDouble-booked appointments
Two customers book the same slot or the same staff member at the same time.
See how to fix itFix this problem starting today
Register for free with your WhatsApp number, then follow the 7-day plan above.
