Operations Hub · Q2C Center

Customer order entry

Capture purchase orders arriving by email, EDI, fax, and web portal, and enter them into your ERP as validated sales orders, without manual rekeying.

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For operations leaders whose order-entry headcount scales with order volume.

The pain

Customer POs arrive however the customer likes to send them: PDF attachments, EDI feeds, faxed forms, portal downloads, even order tables pasted into an email body. Someone still has to rekey each one into the ERP, and manual data entry is where order errors are born: wrong SKUs, wrong quantities, wrong ship-to addresses that surface as returns and credit memos weeks later.

How it works

Multi-channel intake: orders are captured from email, EDI, fax, and web-portal sources into a single processing queue.
Extract and classify: header and line-item data is extracted from the PO, whatever its format, and the customer, part numbers, and units of measure are matched to your master data.
Validate: pricing, credit status, and product mappings are checked against your ERP; exceptions pause for a human decision instead of failing silently.
Write to ERP: a clean, validated sales order is created in your ERP, linked back to the original document and conversation.

What you get

Orders entered the day they arrive, not when someone gets to the queue.
Fewer entry errors and the returns, credits, and expedites they cause.
One workflow for every intake channel: email, EDI, fax, and portal.
Full traceability from the customer's PO to the ERP sales order.

This solution is part of the Q2C Center in the Operations Hub.

Featured customer

Refrigeration Technologies

Refrigeration products manufacturing & distribution

Challenge: Processing orders manually took up to 48 hours and led to errors and delays.

Solution: AI agents read any order format arriving in the inbox and auto-create the order in the ERP, with the team reviewing only the exceptions.

of orders need no touch: >90%
processing time per order: <1 min
staff effort reduction: 85%
to ROI: 3 months

FAQ

Common questions about customer order entry

Which order formats can it read?

PDF purchase orders, EDI feeds, faxed forms, web-portal downloads, and order tables pasted into an email body. Every channel lands in one processing queue, so reps work one workflow instead of five.

How are errors caught before they reach the ERP?

Extracted orders are validated against your master data (customers, part numbers, units of measure, pricing, and credit status). Exceptions pause for a human decision instead of posting silently, so bad data stops before it becomes a bad order.

Does my team still see the original PO?

Yes. Every ERP sales order links back to the source document and conversation, so anyone can trace a line item to the exact PO page it came from.

You get a working solution, not just a tool

The 50/30 guarantee

Our solutioning team builds your working solution with 50% down. Run it on your real documents for 30 days, and walk away owing nothing if you are not satisfied.

50% down: our solutioning team builds your working solution before the balance is due
30 days to evaluate it on your real documents, in your real workflows
Not satisfied? Walk away owing nothing

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Prefer to see it on your own documents first? Book a demo · or read how we work.

See customer order entry on your own documents

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

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