Automation · Sales and quoting
Answer "can I sell this?" with live data from the SIESA ERP
How your sales team checks real available stock, the list price and the remaining credit in SIESA from a chat, without opening the ERP or calling anyone.
How do I check stock, price and credit limit in the ERP without opening SIESA?
A rep asks in chat and the Met queries the ERP live: it finds the item, returns real availability (stock on hand minus what is already committed to open orders, which is not the same as gross stock), the price from the list that applies to that customer, their receivables and the credit they have left. Sensitive data is never cached; it is read every time. If the ERP does not answer, or the installation does not expose that query, it says so plainly instead of approximating. This is a read-only window: it creates no orders and touches no accounting.
Where it applies: Colombia. SIESA is a Colombian ERP; the installation and the queries it exposes depend on each customer's technical agreement.
What starts it
When the customer writes
It is triggered by a question from somebody on the sales team, from WhatsApp, from the internal chat or from the conversation with the customer. Nothing is scheduled: this is a query on demand.
Nothing to set up. The Met assigned to that channel picks up the conversation and runs the procedure inside it.
Who runs it
Siesto, Head of operations
Finance and operations team
Siesto is the Met seeded for SIESA, and his definition says exactly this: answer whether you can sell, with real ERP data. He is read-only by design, and that restriction lives in the connector, not only in his instructions.
Channels: WhatsApp · Website chat · Meteor CRM
What you need connected
- SIESA Invoicing and ERP
- Meteor CRM CRM and sales
6 steps · 16 tools
The procedure, step by step
Each step shows the tool that runs. They belong to the real connector: if one of them stopped existing, this page would not build.
- 1
Find out what this installation exposes
Not every SIESA installation exposes the same queries. The connection check reports which ones are available, and if receivables are not among them, that customer simply cannot use the collections part. When the group runs several companies you have to pick the right one before querying inventory or receivables: the same code can exist in two of them with different figures.
- 2
Find the item and its real availability
Text search returns lightweight candidates and the detail brings the item record. What gets answered is not gross stock but real availability: stock on hand minus what is committed to open orders. Promising units that are already spoken for is the most common way to disappoint two customers at once. With several sites, the multi-warehouse query says which one has it, in a single call.
- 3
Quote the price from the list that applies
There is no single price: it depends on the list that applies to the customer. The Met identifies the party by tax ID or by name and reads the price from that list, not the counter price. It is the difference between a quote that holds and one that has to be corrected when credit control reviews it.
- 4
Check whether you can sell on credit
The credit query returns the assigned limit, the headroom left and whether the account is blocked over past due balances. That is the question to ask before taking the order, not after. Aged receivables answer whether the customer is current, and the movement detail shows which invoices make up the balance and which ones are overdue.
- 5
Answer about the previous order
Half of a rep's questions are not about what they are going to sell but about what they already sold. Order status says whether it is pending, shipped, invoiced or short; the document listing brings invoices and orders by party or by date; and the party's branches give the correct delivery address, which is the one that connects to the carrier.
- 6
Leave a record of what was promised
The internal note stores what was checked, with which figure and at what time. When the number moves because availability changed between the query and the order, that note is what lets you reconstruct what the customer was told, and why.
Before you start
What you need ready
The Met solves none of these for you. If one is missing, the automation stops there.
-
A technical agreement and SIESA credentials
Your systems team defines them together with your SIESA provider. It is real prior work, not a checkbox: without that agreement there are no queries exposed.
-
Network access to the ERP
If your SIESA runs inside your own network, access has to be solved before anything else. It is where most projects stall, and knowing it up front saves weeks.
-
A channel where the team asks
WhatsApp, the internal chat or the conversation with the customer. The automation works the same for a rep checking on their own and for the Met answering inside a sale.
The limits
What this automation does NOT solve
Better said here than discovered halfway through the rollout.
-
It writes absolutely nothing into the ERP. No orders, no payments, no accounting documents. That is a design decision, not a temporary limitation.
-
It does not work if the installation does not expose the query. If your SIESA does not publish receivables, that part of the automation does not apply, and the connection check says so.
-
It does not cache sensitive data. Inventory, receivables and credit are read live, so if the ERP is down the Met answers that it cannot check instead of quoting a stale figure.
-
It does not approve credit exceptions. It says how much headroom is left and whether the account is blocked; selling past that is a decision with a name attached.
FAQ
Questions about this automation
Because stock on hand includes units already committed to open orders. Answering with the gross figure means promising inventory that already has an owner. Real availability subtracts what is reserved, and it is the only number you can promise a delivery on.
Not through SIESA. The integration is read-only and creates no documents in the ERP. It can prepare everything and leave it ready for a person to register, or record the sale in another tool if that is how your operation runs.
It is from the moment of the query: inventory, receivables and credit are not cached. That means the answer depends on the ERP being available, and that two queries an hour apart can return different numbers, which is correct.
Yes. The company listing returns the ones the installation exposes, and you have to pick the right one before querying. Working without picking is the classic mistake: real figures from the wrong company.
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