Intelligent Order Processing
Orders entered correctly, the moment they arrive.
Capture orders from any channel, validate every detail, and prepare clean ERP transactions with exceptions routed to your team.
Workflow
KPIs we measure
- Order entry time
- Processing accuracy
- Orders handled per employee
- Time to confirmation
The business problem
Customer service teams spend hours re-keying POs from emails and PDFs.
Capture orders from emails, PDFs and spreadsheets, validate details, and prepare ERP transactions with exception handling.
Before and after
The same work, redesigned.
Current manual workflow
- 01PO arrives as PDF or email
- 02Rep opens ERP and re-keys lines
- 03Pricing and stock checked manually
- 04Errors found after shipment
- 05Confirmation sent hours later
AI-enabled workflow
- 01Order received in any format
- 02Lines, quantities and ship-to extracted
- 03Validated against customer, price and stock
- 04Mismatches routed for review
- 05Sales order staged in ERP
- 06Customer confirmation sent
Agent capabilities
Multi-format capture
Emails, PDFs, EDI, spreadsheets and portal exports.
Business-rule validation
Checks pricing, terms, credit and availability before entry.
ERP staging
Creates draft sales orders that follow your existing approval flow.
Exception queue
A focused queue for the orders that genuinely need a person.
System integration examples
- Shared order inboxes
- ERP sales order module
- Customer master data
- Inventory & WMS
- EDI gateway
Human approval & security
- Draft orders until approved or auto-approved by rule
- Per-customer tolerance thresholds
- Line-level change history
Potential business impact
- Order entry time
- Processing accuracy
- Orders handled per employee
- Time to confirmation
Relevant industries
Related solutions
FAQ
Will it replace our ERP?+
No. It works in front of your ERP and creates transactions through the interfaces you already have.
Can we start with one customer segment?+
Yes. Most teams begin with the highest-volume customers or formats.
Is intelligent order processing right for your team?
Tell us how the work runs today. We'll tell you honestly whether a custom AI agent makes sense.