Order & ERP Automation
Less manual order entry. More control over your process.
We develop workflows that capture incoming order information, check it against available business data and prepare it for your ERP.
The solution is built around your documents, business rules and system interfaces — with human review wherever it is needed.
When every order means copying and checking
An order arrives by email or as a PDF attachment. Your team identifies the customer, checks article references and quantities, clarifies missing details and enters the information into your business system.
We assess which of these tasks can be automated and where your team should remain involved.
What your solution can include
Order data capture
Extract agreed fields from supported emails and documents, such as customer references, article numbers, quantities and requested delivery dates.
We define the supported document types and required fields during the project.
Customer and article checks
Compare extracted information with accessible customer and article records. Flag missing values, unknown references and discrepancies for review.
Repeat-order comparison
Where suitable historical data is available, compare selected fields with a previous order and highlight changes.
ERP integration
Prepare and transfer approved data through a supported interface, such as an API or file import.
Whether the workflow creates a draft, creates an order or only supplies import data depends on your ERP and the agreed implementation.
Exception handling and approvals
Route incomplete, ambiguous or inconsistent orders to the responsible person. Agree which cases may proceed automatically and which require approval.
Processing records
Record agreed processing steps, transfer results and errors to help your team investigate issues and identify outstanding work.
A typical workflow
- Order received
- Data extracted
- Business rules checked
- Review where required
- Approved data handed over to ERP
An unclear order is flagged for review rather than automatically treated as valid.
Built around your existing environment
We start by assessing your current order process and the connection options your systems provide.
This includes checking access permissions, available interfaces and any additional licences or configuration required for the proposed integration.
Start with a manageable scope
A first implementation can focus on existing customers, known articles and a defined set of document formats.
Before development, we agree on the required fields, validation rules, approval steps and acceptance criteria. We test representative orders and exception cases before introducing the workflow into daily use.
Explore your order automation opportunities.
Show us how your team processes an order today. In a free 30-minute process audit, we discuss potential automation opportunities and what would need further technical assessment.
Book a free 30-minute process audit