OrdIntel
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HOW ORDINTEL WORKS

Five steps. No lost handoff.

A purchase order comes in, products are matched, a person approves, the ERP order is posted, and the appointment date drives the delivery. Exceptions stop for review. Everything else keeps moving.

THE ORDINTEL PRODUCT FLOW

Every order has a journey.
Make each handoff count.

From purchase-order documents to ERP orders and delivery creation. Two products, connected around your process.

OrdIntel conceptual flow: email and purchase orders enter product matching with a human exception-review branch, then move to an approved ERP sales order, appointment and transit planning, and an ERP delivery record.
Order and delivery flowExceptions for team reviewConceptual product illustration

Your orders, brought together.

Purchase-order documents arrive through configured email and document sources. Relevant details become structured order data.

01 / SALES OPERATIONS

Turn an incoming PO into an ERP order.

Sales Order Automation
  1. 01
    Email & documents

    Capture the PO

    Extract order details into a structured record.

  2. 02
    Customer code → ERP SKU

    Match the products

    Use product mappings and review uncertain matches.

  3. 03
    Your business rules

    Review & approve

    Route the order to the right people for a decision.

  4. 04
    Approved order data

    Create the ERP order

    Post through the configured interface and track the outcome.

A clear path for exceptions

Uncertain product match → team review → confirmed mapping → continue to approval.

People stay in control
Conceptual workflow. Approval stages and ERP field mappings are configured for your project.
The order carries the delivery inputs forward.

Appointment date and transit days connect the next stage.

02 / DELIVERY OPERATIONS

Turn order timing into delivery action.

Appointment Automation
  1. 01
    Date on the order

    Read the appointment

    Start with the date the goods are expected.

  2. 02
    Transit days on the order

    Account for transit

    Use the travel time needed to reach the destination.

  3. 03
    Date + transit days

    Plan delivery timing

    Bring both inputs together for delivery creation.

  4. 04
    Delivery record

    Create the ERP delivery

    Give the dispatch team the record for the next step.

ILLUSTRATIVE TIMING
24 SepAppointment date
3 daysTransit time
21 SepPlanning reference
Conceptual workflow. Actual delivery creation follows your order data and configured rules; the dates above illustrate the timing inputs.
IMPLEMENTATION

Start with your actual process.

A focused pilot makes the workflow concrete before a wider rollout.

Discover

Review your source documents, product catalog, ERP interfaces and delivery requirements.

Configure

Set up mappings, permissions, approval rules and the integration steps for your project.

Validate & expand

Run representative orders with your team, check the outcomes and 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

Bring a real purchase order.

We will show capture, product matching, approval, and how the appointment date becomes an ERP delivery.

Request a demo