Paperwork & data · Order entry
Orders come in by email and PDF, every customer in its own format, and someone retypes each line. A part number is off by a digit, a price is from last year, and the shop finds out when the job is already cut.
We read those orders and draft them in the system you already have. Wrong part numbers and old prices are flagged. A person on your team approves every draft before it goes anywhere.
Example. Before: a faxed purchase order with a quantity changed by pen. After: a draft sales order in the ERP with 3 things flagged for a person to check before approving.
What happens every day once it’s set up. Your customers change nothing; your person makes every call.
A customer emails a PDF, the way they always have. Nothing changes on their side.
Example: an email with purchase order 4471 attached as a PDF.
Customer, PO number and every line, checked against your part list and your current prices. What doesn’t match is flagged, not guessed.
Example: the faxed order with the fields the tool read outlined, and 3 things it flagged.
The draft waits in your ERP with the flags on top. Your person fixes what needs fixing and clicks Approve.
Example: the draft order in the ERP, price corrected by a person, about to be approved.
A normal sales order, with a history of what came in, what was drafted and who changed what.
Example: sales order SO-10582 posted, with a history of who changed what.
We start with one kind of order: the one that takes the most retyping.
Before you rely on it, we run your last 20 orders through it and compare each draft with what your team actually entered.
You see these numbers before you decide to use it. If it doesn’t hold up on your orders, we say so.
Example: a blank one-page report of the test on your last 20 orders.
Most of the work is ours. From you we need access, a few files and a few hours of people’s time.
from $3,000
1–2 weeks · a fixed price and a written result
Nothing from a vendor. We work inside the ERP you already have. If the ERP itself needs changes, its own support partner quotes that separately.
For a sheet metal manufacturer with plants in the Bay Area and Los Angeles.
A manager photographs the paper report. AI reads it, matches each line to the catalog, and a person approves it.
No. We work inside the system you already have and only create drafts in it. If the system itself needs changes, we tell you and bring in its support partner.
A person catches it before approval. Every draft sits next to the order it came from, and anything the tool is unsure about is flagged, not guessed.
[Заглушка: ответ после решения 14 — какими сервисами обрабатываем документы и где они хранятся.]
Those still go through a person. We start with email and PDF orders, where most of the retyping is.
20 minutes, no pitch deck. Bring an order that gave you trouble, and we’ll tell you honestly whether we can help.
Book a 20-minute callWe come to your plant: Sacramento, the Bay Area, Napa and Sonoma, Reno.