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.
Purchase order intake
This week- 1840orders received
- 72price mismatches
- 29on credit hold
- 89%auto-booked
- PO-44812Kellerman Foods$42,600Booked
- PO-44857Baltic Paper Mill$118,400Validating
- PO-44903Orchard & Vine Co.$9,750Held
- PO-44961Dorset Retail Group$67,200Approval
- PO-45008Nordvik Packaging$23,150Booked
Used by 35% of the Fortune 500 and 10,000+ enterprises
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.
- 01Import process docsDrop in the customer pricing agreement, trade terms, or order-entry SOP your desk already maintains — PDF, DOCX, scans.
- 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.
- 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.
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 due — do 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.
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.”
- 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 IIOngoing security controls
GDPREU data protection
HIPAABAA on enterprise plansFAQ
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.
