Sales order automation software: email and PDF orders to your ERP

Connect the inbox orders arrive in, give the system your item master, customer file and the rules your team applies, then let it write orders to the ERP through its API, EDI or a flat file. The first two weeks run in parallel with your team, so every automated order is compared with the one keyed in by hand before the switch.

Software that takes an incoming customer order, in whatever format it arrives, and turns it into a sales order in your ERP without anyone retyping it. The hard part is not reading the document but applying your rules: which item a customer's reference means, which unit, which warehouse, which discount.

It depends on your volume, the lines per order and the rework that entry errors cause further down: credit notes, re-deliveries, disputes. The honest way to measure it is to count the orders keyed in each day, the time each one takes and the corrections traced back to an entry error. We do that count with you before quoting anything.

Take the retyping out, and check every line against your own master data before it is written: item, unit, price and delivery address. A line the system cannot confirm goes to a person with the reason, instead of being guessed.

Any ERP that accepts orders through an API, EDI or a flat file import, which covers SAP, Sage, Odoo and Microsoft Dynamics. The production deployment at Biodéal writes to SAP Business One through the Service Layer.

It uses large language models to read an order that no two customers format the same way, and rules and master data to decide what to do with each line. The reading is generative AI; the writing into the ERP is a standard interface call, and nothing is written that failed a check. What matters to an order desk is the second half.

Test it on a week of your own orders, including the awkward ones, and ask four things: which formats it reads without a template per customer, what it checks against your master data before writing, where a held line goes and with what evidence, and which named deployment it can show with the definition of each figure. The sales order exception handling guide on this site lists the vendor questions in full.

No. Keep EDI with the customers who already send EDI orders. This handles everyone else: the customers who send a PDF, a spreadsheet or an email.

Most deployments go live in 4 to 6 weeks, then run in parallel for the first two weeks to confirm accuracy before full cutover.

A fixed-price pilot on a batch of your real orders first, so you see the result before committing. After that, an annual subscription priced by volume, quoted in the first conversation.