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.
POs from email attachments, web portals, EDI feeds, and fax. Every channel, every format, in one flow.
Match against your product catalog. Check pricing, availability, and credit limits. Flag mismatches before they become fulfillment errors.
Pricing discrepancies, unknown SKUs, and credit holds are handed to the right person with full context. The agent waits for the call, then continues.
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.
Purchase orders from email, EDI, portals, and fax handled in one flow.

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

Sales orders created in your ERP without rekeying.

Automated order confirmations sent when the sales order is booked.

Inventory levels updated across fulfillment systems in real time.

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

Why this, not a generic automation tool
Most tools read the PO. This one books the order.
Email, EDI, web portal, fax, or API — all purchase orders handled identically. No separate process per channel to maintain.
Pricing mismatches, discontinued SKUs, and credit holds surface before the order reaches fulfillment. Not after.
The agent creates the sales order in your ERP. Not just a CSV for someone to rekey — the work gets done.
SAP, Oracle, NetSuite, Dynamics 365, and 100+ others. Pre-built connectors, no custom development required.
Manual PO handling takes hours. Teams juggling email, portals, and EDI feeds in parallel, rekeying the same data into the ERP.
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.