UpBrains AI

Sales & order management

Order processing agent: from PO to ERP without rekeying

Capture purchase orders from email, text, and voicemail, validate customer and product details, and post clean orders to your ERP, with review and approval where you want it.

Manual order entry is where margin leaks

Every order means repetitive data entry, cross-checking customer and product details, and validating the transaction before fulfillment can start. Manual steps slow the day down, and a single mistyped SKU or quantity turns into returns, credits, and unhappy customers.

Every stage, handled

The Order Processing agent takes an order from arrival to ERP entry:

  1. Capture: ingests purchase orders from email, attachments, text, and voicemail.
  2. Extract and validate: reads order details and cross-checks customers, products, pricing, and terms against your records.
  3. Review where it counts: human-in-the-loop approval before anything posts to your ERP, so your team stays in control.
  4. Route and post: clean orders land in the right system automatically.

Fits the systems you already run

The agent connects to your existing ERP rather than replacing it: an overlay on your order flow, not a migration project. Accuracy improves continuously as the AI learns from your team's corrections and approvals.

The payoff

Consistent, fast, accurate order intake, and a customer service team that spends its time on customers instead of keystrokes.

Explore the customer order entry solution

See your inbox become an operations hub

See your own quotes, orders, and invoices processed in minutes.

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