Operations
Stock and reorder alerts
Watches stock levels and sales across your channels, warns you before items run out and drafts reorders that take lead times into account.
Automation
Operations · Automation
Order intake into the ERP
AI order entry from email and PDF into your ERP
Purchase orders that arrive by email, PDF or spreadsheet are read, checked against your catalog and entered into the ERP for a quick review.
01 today
The problem
Trade customers send orders however suits them: a PDF from their system, a photo of a handwritten sheet, a line in an email. Someone in the office retypes each one into the ERP, matching their part names to your SKUs. Typos mean wrong items shipped, and orders wait in the inbox when that person is off.
02 the run
What the AI does
- Step 1: Watches the orders inbox in Outlook or Gmail and picks up every attachment and email body that looks like an order.
- Step 2: Reads the customer, delivery address, line items, quantities and requested dates, whatever the format.
- Step 3: Matches each line to the right SKU in NetSuite, SAP Business One, Cin7 or Unleashed, using the customer's past orders and part-number cross-references.
- Step 4: Checks prices against the customer's price list, stock on hand and credit status, and notes anything that does not line up.
- Step 5: Creates a draft sales order in the ERP with the original document attached and any questions highlighted.
paused: waiting for a person to approve
03 human in the loop
Where a person approves
A sales-ops or customer-service person reviews each draft order and confirms it with one click. Orders with unmatched items, price differences or credit holds are held until they decide what to do.
04 after
What changes
Orders are in the system soon after they arrive, without retyping. The team spends its time on the odd ones that need a phone call, and fewer wrong items go out the door.
Results from a real build
[CASE STUDY] We only publish results we can name and check with the client.
see also
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Custom app
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Working with teams in the United States, United Kingdom and Australia.