Order Management

Purchase orders processed before your team checks email.

An agent that captures POs from email, portals, and EDI, validates against your product catalog, creates the sales order, and syncs fulfillment — automatically.

How it works

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

01
Capture

POs from email attachments, web portals, EDI feeds, and fax. Every channel, every format, in one flow.

02
Validate

Match against your product catalog. Check pricing, availability, and credit limits. Flag mismatches before they become fulfillment errors.

03
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.

04
Create & sync

Sales order created in your ERP. Fulfillment systems updated. Customer confirmation sent automatically.

Use cases

From PO receipt to confirmed order. Running in production at enterprise scale.

01
PO capture

Purchase orders from email, EDI, portals, and fax handled in one flow.

PO capture
02
Catalog validation

Line items matched against your catalog. Pricing and availability confirmed.

Catalog validation
03
Sales order creation

Sales orders created in your ERP without rekeying.

Sales order creation
04
Customer confirmation

Automated order confirmations sent when the sales order is booked.

Customer confirmation
05
Inventory sync

Inventory levels updated across fulfillment systems in real time.

Inventory sync
06
Exception routing

Pricing mismatches and credit holds routed to the right team with context.

Exception routing

Why this, not a generic automation tool

Most tools read the PO. This one books the order.

Every channel in one flow

Email, EDI, web portal, fax, or API — all purchase orders handled identically. No separate process per channel to maintain.

Catches errors before they ship

Pricing mismatches, discontinued SKUs, and credit holds surface before the order reaches fulfillment. Not after.

Creates SOs, doesn't just extract

The agent creates the sales order in your ERP. Not just a CSV for someone to rekey — the work gets done.

Works with any ERP

SAP, Oracle, NetSuite, Dynamics 365, and 100+ others. Pre-built connectors, no custom development required.

50%
faster order processing cycle time

Manual PO handling takes hours. Teams juggling email, portals, and EDI feeds in parallel, rekeying the same data into the ERP.

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The agent collapses it to minutes. Every channel handled identically. Every order validated before it ships. Customers confirmed automatically.

See it run on your process, with your documents.

Start free. No credit card. Or talk to our team about your workflow.