Sales order processing without the re-keying.
We encode each customer’s rules — pricing, ship-tos, credit — against the orders already in your inbox, so every order lands in the ERP clean.
Official services partner of the platforms defining AI
NVIDIA
Anthropic
The order isn’t the problem. The re-keying is.
From distributors we have sat with: commercial-ops and customer-service leads at international mid-market distributors, not shopping for software — drowning between the inbox and the ERP.
Orders typed into the ERP from email
Customer orders arrive as email text, PDF attachments, and spreadsheets; someone reads each one and keys it into the ERP by hand.
Deciphered before it can be keyed
The customer’s item names, ship-tos, and pricing live on the last order or in someone’s head — each order gets deciphered before it gets keyed.
The portal emails the report; there is no API
The order pipeline gets simulated through blanket sales orders in the ERP — a workaround, because the upstream data arrives by email.
Everything order-adjacent arrives as an attachment
Delivery changes, vessel delays, and shipping docs arrive in the customer-service inbox as attachments — order-critical data that never reaches the ERP.
The error surfaces at the invoice
An order keyed wrong does not surface at entry — it surfaces as the invoice dispute, the mis-shipment, the credit memo weeks later.
Manual entry doesn’t get done slowly. It gets skipped.
What the manual way looks like at a mid-market distributor whose orders arrive in the inbox and whose rules live in people’s heads. Your numbers will differ — the first week of your orders puts figures on yours before anything gets built.
From anonymized engagements — international mid-market distribution, commercial ops and customer service
Order entry automation, built from your customer rules.
No order software for your team to adopt. The customer rules your best person carries in their head become the check every order passes.
- 01
Count one week of re-keying
We pull one week of emailed orders and count what a person typed that already existed — the customer’s item name, the ship-to, the last price.
- 02
Encode each customer’s rules
SKU aliases, pricing tiers, ship-to addresses, credit and hold, minimum-order terms — documented per customer against the orders already arriving.
- 03
Orders land in the ERP clean
Each order is checked against the encoded rules before entry; violations land in an exception queue a person reviews, not in the invoice.
The software demos on clean samples. Your biggest customer doesn’t.
Order software demos on clean samples. Then your biggest customer’s actual order format arrives — a PDF table, a spreadsheet, a paragraph of email text. The ERP holds your data; it doesn’t hold your customer rules.
Our AI does the reading of every incoming order against the rules we encode with you — your rules do the judging; only violations land in an exception queue reviewed by a person.
Led by Peter Enestrom.
Asked by ops and customer-service leads.
The straight answers, before you book anything.
Sales order processing is the set of steps between a customer placing an order and that order entering the ERP: receiving it, reading it, checking pricing and terms, and entering it accurately. In most mid-market companies the sales order process still runs through an inbox — orders arrive as email text, PDF attachments, and spreadsheets, and a person keys them in.
A purchase order is what your customer sends to commit to a purchase; a sales order is what you create on receipt of it to commit to fulfilling. The purchase order is the buyer’s document, the sales order is the seller’s. The re-keying happens in the gap between the two — the purchase order arrives by email, and the sales order gets typed into the ERP from it.
The durable way is to encode each customer’s rules — SKU aliases, pricing tiers, ship-to addresses, credit and hold terms, minimums — and check every incoming order against them before entry. Orders that pass land in the ERP clean; violations land in an exception queue a person reviews. Automated order entry fails when it only reads the document and never checks it against the rules.
The customer’s item name mapped to your SKU, the agreed price and tier, the correct ship-to address, credit and hold status, and any minimum-order terms. Each of those is a rule that can be checked before entry — the failure mode of manual sales order entry is that the checking happens after the keying, if at all.
Because an error keyed at entry does not surface at entry. It surfaces as the invoice dispute, the mis-shipment, the credit memo — after the wrong price or ship-to has already moved through fulfillment. Errors compound downstream because the checking happened after the keying, if at all.
Start with one workflow.
Tell us where your team loses hours. We will come back with a straight answer on whether AI can help, what it would take, and what it would pay.