OrdIntel
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Products/Sales Order Automation
SALES ORDER AUTOMATION

Customer POs in.
ERP orders out.

Stop retyping line items. OrdIntel captures the purchase order, matches customer product codes to your catalog, and sends an approved order into your ERP.

Request a demoSee the workflow
◆ ordintelWORKFLOW OVERVIEW
Every order, a clear next step.
POCustomer purchase order
MAKE EVERY LINE COUNT
Customer product→ERP material
Suggested match✓Reviewed
Order details✓Ready for approval

Bring incoming purchase orders into one process.

Illustrative workflow · explore each stage
THE CHALLENGE

The order arrived. The typing shouldn’t start.

Every customer sends a different PO layout and their own material codes. Approvals then sit in email. OrdIntel puts capture, matching and sign-off in one flow before anything reaches the ERP.

01

Capture incoming orders

Bring purchase-order documents from configured email and document sources into a structured processing flow.

02

Match customer product codes

Connect customer and group material codes with your SKU catalog. Review suggested matches and their confidence.

03

Keep approvals accountable

Configure approval stages, approvers and routing rules for the way each project operates.

04

Work through exceptions

Surface unresolved mappings and processing issues so your team knows what needs attention.

05

Connect to the ERP

Use configurable interfaces and field mappings to send approved order data into your ERP.

06

Follow the order lifecycle

Bring order versions, approval history and available sales order, delivery and invoice references into view.

HOW IT WORKS

Four steps. A clearer order flow.

A consistent process from incoming documents to your ERP, with review where it matters.

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.
VISIBILITY THAT HELPS YOU ACT

Know what arrived.
Know what needs you.

Move between the inbox, mapping review, approvals and order book with the context your team needs. Follow processing issues through the command center and ERP logs.

See it in a demo
ORDER VISIBILITY

One order. A traceable journey.

  1. 1

    Source document

    See the purchase order that started the process.

  2. 2

    Mapping & decisions

    Follow product matches and approval history.

  3. 3

    ERP outcome

    Check order references and integration results.

Workflow illustration · not a product screenshot
A FEW DETAILS

Designed around your order desk.

Do all customers need the same PO format?

OrdIntel supports common extraction field mappings and customer-specific overrides. Your document formats and extraction requirements are reviewed during implementation.

Can we use different rules for different projects?

Yes. Project configuration, customer and group mappings, and approval workflows let you reflect the way different parts of your business operate.

Where does Appointment Automation fit?

It uses the appointment date and transit days on orders to drive delivery creation in your ERP, connecting order processing to delivery planning.

KEEP THE PROCESS MOVINGNext: Appointment Automation
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