Customer orders in different formats
Bring purchase-order details into a consistent workflow, even when customers use different document layouts and material codes.
Sales Order AutomationCUSTOMERS
Start with the orders you already struggle to key.
Himalaya Wellness, Acer and Zylfi run order work with OrdIntel. A pilot uses your documents, your product codes and your ERP, then you decide how far to roll it out.
OUR CUSTOMERS
Companies already in the flow.
Teams at these companies use OrdIntel for the work between a customer order and the ERP.
- Himalaya Wellness
- Acer
- Zylfi
THE WORK YOU HANDLE EVERY DAY
A clearer process for every customer.
From an incoming purchase order to the delivery handoff, connect the details your team needs to keep work moving.
Decisions that need the right people
Give your team a place to review unfamiliar product codes and route orders through the approval stages configured for your project.
Explore the workflowDelivery dates that need coordination
Connect the appointment date and transit days recorded on an order to delivery creation in your ERP.
Appointment AutomationYOUR FIRST WORKFLOW
Start with a handful of customers.
Use a focused pilot to work through your documents, product mappings and approval requirements before expanding the rollout.
01
Bring representative orders
Choose the customer documents and delivery scenarios your team handles regularly.
02
Configure your process
Review SKU mappings, approval ownership and the ERP connection for your project.
03
Validate together
Check the results with the people who process orders and coordinate deliveries, then agree the next phase.
FREQUENTLY ASKED QUESTIONS
Your questions, answered.
What to expect from the products, your workflow and implementation.
How long does implementation take?
Most customers are live within 30 days, including ERP connector setup, SKU mapping and a pilot with a handful of customers before full rollout.
What are the two OrdIntel products?
Sales Order Automation helps your team process customer purchase orders, match products, review exceptions and connect approved orders to your ERP. Appointment Automation uses the appointment date and transit days on an order to drive delivery creation in the ERP.
Does OrdIntel replace our ERP?
No. Your ERP remains the system of record. OrdIntel connects the work around incoming orders and delivery planning to the systems your business already uses.
Can we configure our own approval process?
Yes. Sales Order Automation supports project-specific approval stages, assigned approvers, conditional routing and customer or customer-group exceptions.
How are unfamiliar customer product codes handled?
Unresolved customer material codes can be reviewed with suggested SKU matches and confidence scores. Your team confirms the correct mapping so it can be reused for that customer or group.
Is Appointment Automation available?
Yes. It uses appointment dates and transit days recorded against orders to drive delivery creation in the ERP. In a demo, we can review how this fits your delivery process.
What determines implementation scope?
Your source documents, ERP interfaces, product mappings, approval rules and delivery requirements determine the scope. We review these with you and agree a pilot and rollout plan.
Can different companies and projects have different settings?
Yes. Company and project configuration lets teams organize users, master data, integrations and approval workflows around their operations, with role-based access.
A WALKTHROUGH WITH YOUR PROCESS
Request a demoBring a real purchase order.
We will show capture, product matching, approval, and how the appointment date becomes an ERP delivery.