Order Entry Agent
Automatically reads and processes incoming orders from any source - email, PDF, handwritten forms, EDI, web portals, and more. Validates each order against your SKU catalog and enters it directly into your ERP. Clean, accurate, and fully hands-off.
Email Client
Monitors your inbox every 1-5 minutes and flags every incoming order email automatically.
Reads order details from the email body and downloads all attachments - PDFs, spreadsheets, and scanned forms.
Assigns a unique Intake ID to each order and logs the original message untouched before any processing begins.
EDI Platform
Connects to your EDI trading partners and ingests 850 purchase orders as soon as they arrive.
Maps each transaction to the correct customer account using trading partner IDs and control numbers.
Flags transmission errors, missing acknowledgements, and duplicate control numbers before they reach your ERP.
Retail / eCommerce Portal
Pulls new purchase orders directly from portals like Amazon Vendor Central, Walmart Supplier Center, and your website.
Captures all order fields - PO number, ship-to, requested dates, and line items - without manual copy-paste.
Checks for duplicate orders using the platform's order number and line patterns to prevent double entry.
Image & Document Processing
Reads PDFs, scanned images, and handwritten order forms using OCR and extracts every header and line-level field.
Scores each extracted field with a confidence level - low-confidence fields are flagged for human review before anything is posted.
Classifies the document type automatically - PDF, scan, handwritten form, spreadsheet, or mixed packet - and routes it through the correct processing path.
Customer & Account Validation
Matches the incoming order to the correct customer account using EDI partner maps, PO history, email domain, and bill-to/ship-to data.
Checks that the account is active, not on credit hold, and not blocked for compliance or restricted items.
If no confident match is found or the account is blocked, the order is sent to the exception queue for human release - nothing posts automatically.
SKU Cross-Reference & Catalog
Maps customer item numbers to your internal SKUs using cross-reference tables built from your order history.
Validates that each SKU is active, saleable, and available for the correct selling entity and warehouse.
Converts customer units of measure (cases, feet, lbs) to your internal UOM - missing mappings are flagged for master data review.
Pricing Validation
Compares the order price on every line against your contracts, customer price lists, and active promotions.
Calculates the variance and holds any line that exceeds your tolerance threshold - no silent pricing errors reach the ERP.
Routes pricing exceptions to CSR or Sales for approval before the order can move forward.
Inventory & ATP
Checks real-time inventory availability across all warehouses, including existing allocations and reservations.
If stock is insufficient, the agent automatically proposes options: split shipment, backorder, alternate warehouse, substitute SKU, or a revised ship date.
Decisions follow your business rules - no arbitrary choices are made without your defined policy behind them.
Shipping & Compliance Validation
Validates carrier selection, routing guide requirements, collect vs. prepaid terms, and any appointment or residential delivery flags.
Checks tax exemption certificates, export control classifications, hazmat flags, and destination restrictions.
Missing or conflicting shipping data becomes a pre-release exception - the order cannot be released until it is resolved.
Duplicate Detection
Scans for duplicates using customer PO number, source file hash, EDI control number, and ecommerce order ID.
Detects near-duplicate line patterns even when PO numbers differ - catching re-submissions that look slightly different.
Suspected duplicates are held for human review instead of being silently blocked or silently posted.
ERP - Sales Order Draft
Builds the complete sales order in draft/staging status inside your ERP - header, line items, pricing, dates, and shipping instructions.
Never posts to released or firm status until every validation has passed and approvals are in place.
The draft serves as the final checkpoint before the order becomes real - fully reviewable and editable before commitment.
Exception & Human Review Queue
Consolidates all holds into a single review queue - low-confidence fields, blocked accounts, price overrides, address mismatches, and substitution requests.
Presents each exception with full context: what was detected, why it was flagged, and what action is needed.
Only after human sign-off does the order advance - no exception bypasses the queue automatically.
Order Confirmation & Audit Trail
After approval, posts the order to your ERP and captures the confirmed order number immediately.
Writes a full audit trail back to the intake archive - linking the original document to every processing step and the final ERP record.
Sends a customer order acknowledgement automatically if configured, confirming receipt and expected ship date.
Error & Rollback Monitor
If any downstream posting fails, the order is immediately flagged and the partial transaction is rolled back to prevent data corruption.
The queue owner is notified with the exact failure reason - no silent errors, no orphaned records.
Retry posting is locked until the failure is manually resolved, preventing duplicate orders from being created during recovery.