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Use case

Stop re-typing orders that arrive by email

In most distributors, a small team spends its day reading orders and typing them into an ERP. It is expensive, error-prone, and limited to office hours.

Outcomes

  • Handling time cut from minutes to seconds
  • Fewer credit notes from entry errors
  • Orders processed overnight
  • Staff moved to exceptions and service

Use case

Where it is used

Email and PDF orders

Extracted, matched to products, validated against price and stock.

Customer part numbers

Their references mapped to your catalogue automatically.

Exceptions only

Unclear lines queued for a person; everything else posts.

What we deliver

  • Document extraction
  • Product and price matching
  • Stock and credit validation
  • Exception workflow
  • ERP posting with audit

Problems this solves

Re-keying creates the errors

Automated intake with exception review removes the routine typing where wrong quantities and prices originate.

Orders sit unnoticed

A queue with ageing and a named owner makes stuck orders visible instead of buried in an inbox.

No traceability

Each order keeps its original document attached, which settles disputes quickly.

How delivery runs

  1. 01

    Observe the current process

    We watch the work as it is actually done, including the workarounds, before proposing anything.

  2. 02

    Scope the first slice

    One workflow, one team, one measurable target — chosen because it carries the most manual effort.

  3. 03

    Build and pilot

    Working software in a pilot group within weeks, running alongside the current process until the numbers agree.

  4. 04

    Roll out and switch off

    Migration, training and a dated switch-off of the old route, so two processes do not run forever.

Realistic timeline

Weeks 1–2

Order analysis and rules.

Weeks 3–7

Intake, validation and exception workbench.

Weeks 8–12

ERP write-back and volume ramp.

What moves the price

Format variety

Stable EDI is cheap; dozens of customer-specific PDFs means parsing work per layout.

Validation depth

Field checks are quick; credit limits and contract pricing reach into the ERP.

Throughput target

Near-real-time with retries and monitoring costs more than hourly batches.

Where projects go wrong

Automating the workaround

Rules are agreed with the people who handle today's exceptions, so we encode the correct process rather than the historic patch.

Adoption stalls

Rollout has named owners and measured usage per team; software nobody uses moves cost instead of removing it.

FAQ

Questions buyers ask

Our customers all send different formats.+

That is normal and manageable — the system learns per customer and improves as volume grows.

What if it gets one wrong?+

Anything below the confidence threshold never posts; it goes to the exception queue instead.

You already have the idea. Let's define what comes next.

Available in 12 languages

automate manual order processing