Order entry automation that knows when to ask a person.
Customers order by email, PDF and spreadsheet, and someone retypes it all. A builder sets up a system that prepares those orders for your ERP and passes anything unclear to your team.
What a typical system does
- Picks up orders from a shared inbox, including PDF and spreadsheet attachmentsAutomated
- Reads the customer, products, quantities and requested dateAutomated
- Matches them to your customer list, price list and product codesAutomated
- Reviews anything unclear: a new product name, a credit hold, an odd quantityA person
- Sends the approved order to your ERPAutomated
Why retyping orders is worth fixing first
It happens every day, it follows clear rules, and errors are easy to spot. That makes it a good first project.
Mistakes are expensive. One wrong product code can mean a return, a credit note and an unhappy customer.
Your team already knows the awkward customers and odd product names. Automation works best when it uses that knowledge instead of guessing.
What you own at the end
- A working system in accounts held in your company name
- A review queue your team can use without technical help
- A written list of the rules, and how to change them
- Workflow exports, so another builder could take over
- A 60-day warranty on the agreed scope
Questions
Can it read PDF orders with different layouts?
Usually, yes. Modern document reading copes with layouts that change, but no system is perfect. That is why unclear orders go to a person instead of going straight into your ERP.
Will it work with our ERP?
Most ERPs accept data through an API, an import file or a connector. Your builder confirms the route during scoping, before you pay for the first milestone.
What happens if the system gets an order wrong?
The design goal is that it does not guess. Low-confidence orders wait for review. If the agreed system stops doing what the scope says, the warranty covers the fix.
Ready to fix this?
Tell us what you need. A person will read it and propose up to three checked builders.