Turn every incoming order into
an ERP entry, whatever format it arrives in.
Email, PDF, spreadsheet, photo or voice message: order desk automation reads what actually arrives and writes a validated, structured order into your ERP.
Order desk automation is the process that turns an incoming order, in whatever format it arrives, into a structured record your ERP can act on. It replaces the person who currently reads, matches and retypes that order by hand.
The formats your orders actually arrive in
| Format | Without automation | With order desk automation |
|---|---|---|
| Email, free text | Someone reads it and retypes it | Parsed, matched, validated, written to ERP |
| PDF attachment | Opened, read, retyped | Extracted and matched to catalog |
| Spreadsheet | Reformatted by hand | Mapped to your item codes |
| Photo of a handwritten list | Deciphered and retyped | Read and matched, flagged where uncertain |
| Voice message | Listened to, written down, retyped | Transcribed and matched |
| Chat message | Copied out of the app | Captured directly |
What happens between arrival and ERP
- Customer identification, matched against your ERP customer master.
- Item mapping, free-text or catalog descriptions matched to your SKUs.
- Price and availability check, against your ERP in real time.
- Validation, quantities, minimums and eligibility checked before submission.
- Structured write to ERP, with source, timestamp and user attached.
Where a human still decides
Trust is built here, not in claims about automation. An item that cannot be matched with confidence, a quantity that looks like a typo, a customer that fails validation: all of these go to a person for confirmation before the order is submitted, not after. Which checks route to a person is configured with you during setup, and can be tightened or loosened as confidence in the data grows.
Order management, once the order is in
Order desk automation is the entry point; order management is what happens next. Once a structured order is in your ERP, it needs to be tracked from confirmation through to delivery and invoice, status visible to whoever needs it, without a second manual step. That tracking runs on the same structured record this page describes: no separate system, no second data entry.
Frequently asked questions
It flags the line for a person instead of guessing. Confidence thresholds for when that happens are configured with you during setup.
It removes the retyping. Someone still reviews the exceptions the system flags, so the role shifts from data entry to judgment calls.
Yes, structured formats like POs and spreadsheets are matched directly; free text and PDFs go through the same parsing and matching step.
Order desk automation is the capture step: turning an incoming order into a structured record. Order management is what tracks that record from confirmation to delivery and invoice. This page covers both, as one flow.
Yes. It adds a capture layer in front of your ERP; your reps, your ERP and your existing channels are unchanged.
From the blog
Stop retyping orders.
Start validating them.
See how order desk automation handles your actual order formats, not a demo dataset.