Order Management

Turn your order management processes into AI agents

Nanonets converts your pricing agreements, customer PO formats, trade terms, and credit rules into AI agents that run your order management processes — from PO in the inbox to sales order in the ERP.

No credit card required.

Used by 35% of the Fortune 500 and 10,000+ enterprises

Schneider Electric
Volkswagen
Mondelez
Procter & Gamble
Ryanair
Novo Nordisk
Roche
Bayer
UniPro Foodservice
Schaeffler
Publicis Groupe
Elli
Philip Morris International
Dr. Reddy's
CKE Restaurant Group
Topgolf Callaway
TE Connectivity
Juniper Networks

Top order management teams
put Nanonets to work on:

  • Shipping document prep
  • Returns & RMA intake
  • Order exception routing
  • Purchase order intake
  • Sales order creation
  • Order confirmations
  • Change order handling
  • Price & discount checks
  • SKU and catalog matching
  • Credit hold review
  • Availability & ATP checks
  • EDI 850 and 855 handling
  • Quote-to-order conversion
  • Backorder management
  • Delivery scheduling
  • Order acknowledgements

Turn a order management SOP into a working agent — in one upload.

Import the pricing agreement, trade terms, or order-desk SOP your team maintains. Nanonets reads it, builds the agent, and shows which clause produced each rule.

  1. 01Import process docsDrop in the customer pricing agreement, trade terms, or order-entry SOP your desk already maintains — PDF, DOCX, scans.
  2. 02Agent auto-builtNanonets parses them into a context graph. It outlines the agent's role, splits the process into phases, and adds the tools each step needs.
  3. 03Review, approve, runEvery learned rule is explained and traced to the exact text it came from. Agents take decisions strictly based on these rules.

Trade terms say §4.2

…quantities below the agreed minimum order quantity may be accepted only at the list price then in effect; substitution of a discontinued item requires the customer's written confirmation before the order is released to fulfilment…

Nanonets extracts rule

If a line is below the contracted minimum or names a discontinued SKU, hold the order for written customer confirmation before releasing it to fulfilment.

Upload a policy and see Nanonets build the agent

Help agents solve the most complex problems with context graphs.

A customer sent a PO at last year's prices for an SKU we discontinued in March, under a contract that allows substitutions, while their account sits $80K past duedo we book it?

One order. Five kinds of context, each in a different system — the PO doesn't know the price list, and the ERP doesn't know the contract.

How the Context Graph works →
  • Pricing agreement

    Policy context Which price applies?

    FY26 list price · last year's rate expired Jan 1

  • ERP catalog & item master

    System-of-record context Is the SKU still sellable?

    Discontinued in March · successor item PL-2200

  • Open AR & credit limit

    Computed context How exposed is the account?

    $80K past due · $190K drawn on a $250K limit

  • Email & account notes

    Conversation context What did the buyer agree to?

    Substitution accepted in writing on Aug 4

  • Order-desk SOP

    SOP context Who releases it, in what order?

    Credit → order desk · logged on the sales order

Definition

What is order management software?

Order management software captures incoming orders, validates them against catalog, pricing, and inventory, creates the sales order in the ERP, and tracks it through fulfillment. It is the layer that turns a purchase order arriving by email, portal, or EDI into a confirmed, fulfillable sales order.

Traditional order management modules record the order once it is already clean and structured. The manual work is everything before that: reading the PO, checking the SKUs and prices, catching the credit hold, and rekeying it all into the ERP. Nanonets runs that work with an AI agent, so the order is validated and booked without a person typing it in.

How it works

Capture. Validate. Review. Create. The agent handles it, and hands off when it should.

Nanonets
Incoming orders4 new
PO-44812
Kellerman Foods
Buyer email
PDF
PO-44857
Baltic Paper Mill
EDI feed
850
PO-44903
Orchard & Vine Co.
Customer portal
CSV
PO-44961
Dorset Retail Group
Inbound fax
SCAN
1
Capture
POs from email attachments, web portals, EDI feeds, and fax. Every channel, every format, in one flow.
Nanonets
PO-44857Validating
CustomerBaltic Paper MillMatched
SKUPL-2200 × 480In catalog
Unit price$246.70Off list
AvailabilityShips Sep 2Confirmed
Order value$118,400In limit
5 checks · 1 mismatch
2
Validate
Match against your product catalog. Check pricing, availability, and credit limits. Flag mismatches before they become fulfillment errors.
Nanonets
Credit holdHeld
$80K past due · $9,750 order
PO-44903 · Orchard & Vine Co.
Routed to
MC
M. Chen — CreditApproval
Attached: PO, AR ageing, credit limit
Agent paused · resumes on release
3
Human review
Pricing discrepancies, unknown SKUs, and credit holds are handed to the right person with full context. The agent waits for the call, then continues.
Nanonets
Booked to ERP5 of 5 done
PO-44812SO-70118
PO-44857SO-70119
PO-44903Released
PO-44961SO-70121
PO-45008Confirmed
4
Create & sync
Sales order created in your ERP. Fulfillment systems updated. Customer confirmation sent automatically.

35% of Fortune 500 and 10,000+ companies use Nanonets

Customer story · Roche

The time savings have been significant. We've gone from spending hours each day on purchase orders to minutes — with no expired products slipping through.
Roche
Finance Operations LeadRoche Greece
Per purchase order
10 min 30 sec
Zero manual touch
75% of files
Team hours per month
40 under 5
NPS score
10/10

Teams using Nanonets see

  • 95%Straight-through processing
  • 80%Reduction in associated costs
  • 15×Quicker turnaround times

Built for how modern enterprises work.

Nanonets meets the highest industry standards for your security & compliance. We include all default controls that you'd expect, including SAML SSO, audit logs, IP allow-listing, data lifecycle management, and much more.

SSO & SCIM
SAML, OIDC, and SCIM user provisioning with Okta, Azure AD, Google Workspace.
Role-based access
Full RBAC and fine-grained access control across orgs, workspaces, agents.
Audit logs
Every agent run, approval, and data access is recorded, and streams to your SIEM.
Private deployment
VPC, single-tenant cloud, or on-prem. Choose your infrastructure and network policies.
Data residency
Pin data processing to US, EU, APAC regions. Customer data never leaves your boundary.
Human-in-the-loop
Configure approval gates to route edge cases to Slack, Teams, or email for review.
Encryption at rest & in transit
AES-256 at rest, TLS 1.3 in transit. BYOK supported for all customer-managed keys.
Usage quotas & rate limits
Per-team budgets and API quotas with real-time cost dashboards. No surprises.

Security built in, not bolted on.

Your data and your company brain never leave your boundary. Independently audited every year, with compliance controls enforced by the platform — not promised on a page.

Held and current — not roadmap targets.

SOC 2 Type IISOC 2 Type IIOngoing security controls
GDPRGDPREU data protection
ISO 27001ISO 27001Global ISMS standard
HIPAAHIPAABAA on enterprise plans

FAQ

Frequently asked questions

What is order management software?

Order management software captures incoming orders, validates them against catalog, pricing, and inventory, creates the sales order in the ERP, and tracks it through fulfillment. Nanonets runs each of those steps with an AI agent instead of manual data entry.

How is this different from the order management module in my ERP?

Your ERP records the order once it is clean and structured. Nanonets does the work before that: reading POs from email, portals, EDI, and PDFs in any format, validating them, and creating the order in your ERP automatically. It sits in front of the ERP, not instead of it.

What order channels and formats does it handle?

Email attachments, web portals, EDI feeds, PDFs, and fax, handled identically in one flow. No separate process per channel and no templates per customer.

Does it integrate with SAP, NetSuite, and other ERPs?

Yes. Pre-built connectors create sales orders in SAP, NetSuite, Oracle, and Dynamics 365, with webhooks and REST for anything custom.

What happens when an order has a problem?

Pricing discrepancies, unknown SKUs, and credit holds route to the right person with full context. The agent waits for the decision, then completes the order.

See it run on your process.

From AI-native hypergrowth companies to Fortune 500 enterprises, Nanonets automates business processes so teams can focus on what matters.