Sales order automation that catches the wrong rev and the stale price before the job is released
For manufacturers whose inside sales team keys customer POs by hand from PDFs, portals and EDI. Each PO is read, compared line by line to the quote and the customer's part record, and staged as a sales order in your ERP. Anything that doesn't match waits for a person, and the order acknowledgment is drafted for approval.
- Price, revision, quantity and ship date checked per line
- Blanket POs and releases tracked against the total
- Acknowledgments drafted, never sent unreviewed
The PO errors that reach the shop floor
Rev B was quoted, rev C was ordered
The customer updated the drawing after the quote and the PO quietly references the new revision. If no one catches it, the floor builds to the old print.
PO revisions arrive as a new PDF with no redline
PO 45120 rev 3 changes one date and one unit price among 22 lines. Someone has to compare every line against rev 2 to find what moved.
Blanket orders drift from their releases
Releases are called off by email against a 12-month blanket. Nobody is sure how much quantity remains or whether this week's release used the right price break.
What the order entry automation handles
From PO received to sales order staged, with inside sales approving every order and every exception.
PO capture from every channel
Emailed PDFs, customer portal downloads and EDI 850 transactions from your EDI provider are read into one consistent format.
Line-by-line quote match
Each line is compared with the quote and customer part record for part number, revision, unit price, quantity, UOM, terms and requested date.
PO change detection
A revised PO or EDI 860 change is diffed against the previous version, and only the lines that changed are shown for review.
Blanket and release tracking
Releases are logged against the blanket PO, with remaining quantity, price break and expiration checked on each call-off.
ERP sales order staging
Approved POs become draft sales orders with the right customer part, revision and ship-to, ready for release to production.
Acknowledgment drafts
Order confirmations, or EDI 855 acknowledgments, are drafted with your committed dates for inside sales to approve and send.
Works with your ERP and order channels
NetSuite and Acumatica
Sales orders, items and customers read and drafted through SuiteTalk and Acumatica's REST API.
Epicor Kinetic, Prophet 21 and SAP Business One
Orders staged through Epicor's REST services, the P21 API or the Business One Service Layer.
JobBOSS², E2 Shop and Plex
Orders created through available APIs or imports where direct write access is limited.
EDI and QuickBooks
EDI 850, 855 and 860 handled via your EDI provider; QuickBooks sales orders and invoices through its API.
Quotes that feed the check
The RFQ worksheet becomes the baseline each PO is checked against.
A PO revision agent
Diffs every revised PO against the copy on file.
Why order entry this way holds up
Revision checks support document control
ISO 9001 and AS9100 expect the right revision to reach production. Every staged order records which rev was quoted, ordered and released.
Customer flowdowns are surfaced
Quality clauses on the PO, like required certs, source inspection or DFARS terms, are pulled out for review instead of being lost in the fine print.
Commitments need a person
No order is released and no acknowledgment is sent without inside sales approving the price and date.
Each customer's quirks become rules
The customer who sends UOM in feet, the one who always pads the date. Those exceptions get encoded at the monthly review, in a codebase your company holds.
“He got me 9 sales in my first 7 days of launching our campaign, which exceeded my expectations!”
Common questions
What is sales order automation?
Software that reads customer POs from email, portals or EDI, compares each line with the quote and part record, flags mismatches and stages the sales order in your ERP for your team to approve.
What happens when the PO price doesn't match our quote?
The line is flagged with both prices and the quote number. Inside sales decides whether to accept, push back to the buyer or requote.
Can it handle PO revisions from the customer?
Yes. It compares the revised PO with the version you already have and shows only the changed lines, so a new date or price isn't missed among unchanged ones.
We get EDI from two big customers and PDFs from everyone else. Can it do both?
Yes. EDI 850s come through your EDI provider, PDFs through email, and both land in the same checks and review queue.
Does it send the order acknowledgment?
It drafts the confirmation or EDI 855 with your committed dates. Someone on your team approves it before it goes.
Will it pick up quality requirements on the PO?
It pulls out clauses like certificate of conformance, material certs, first article or PPAP requirements, so they're visible at order entry. Your quality team decides how each is met.
Catch the bad PO before the floor does
Take the 2-minute AI audit to see how much of your order entry could be checked and staged automatically.
- Collect 100 recent POs and the errors they caused
We review what customers send, which formats repeat and which mistakes reached the floor, from wrong revs to unit-of-measure mix-ups.
- Set the match rules with inside sales
Price tolerance, acceptable date gaps, required cert language, ship-to rules. Your team decides what counts as a mismatch.
- Stage orders as drafts only
For several weeks every order is a draft your team checks against the PDF. We correct each misread until drafts match reliably.
- Fast-track clean repeat orders, review monthly
Clean POs from repeat customers can move to one-click approval. Monthly, we review exceptions and add new customer formats.