Orders in. Drafts out. Your person clicks approve.
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.
What we do in 1–2 weeks
We start with one kind of order: the one that takes the most retyping.
- A day at your plantWe sit with the person who enters orders and see how it works today: which customers, which formats, where the mistakes come from.
- Your formats and your checksWe set the tool up for your customers’ order formats and write the checks: the part number exists, the price matches your current list, the quantity makes sense.
- Drafts in your ERPOrders from your inbox become drafts in your ERP. Nothing is posted until a person approves it.
- Test and hand-overWe run your last 20 orders through it, show you the numbers and train the people who approve drafts.
What you get
- Incoming orders from your inbox read and drafted in your ERP.
- Wrong part numbers and outdated prices flagged before anyone approves.
- A log of every draft: what came in, what was drafted and what a person changed.
- A one-page report: hours of retyping per week before and after, and the errors caught.
- The setup and the log in files you own and can export.
How we check it
Before you rely on it, we run your last 20 orders through it and compare each draft with what your team actually entered.
- How many drafts came out right.
- How many problems it flagged, and how many it missed.
- How long a person took to check and approve each one.
You see these numbers before you decide to use it. If it doesn’t hold up on your orders, we say so.
What we need from you
Most of the work is ours. From you we need access, a few files and a few hours of people’s time.
Access
- Read access to the inbox where orders arrive, or a forwarding rule for them.
- A user in your ERP that can create drafts but not post them.
Files
- Your last 20 orders as they arrived, and what was entered for each.
- Your current price list and part list. An export is fine.
Your people’s time
- Owner or ops manager: about 1 hour to start and 30 minutes for the results.
- The person who enters orders: about 2 hours in total.
- Whoever runs your ERP: about 1 hour to set up access.
What it costs
A fixed price and a written result.
Included
- A day at your plant.
- Setup for one kind of order, with your checks.
- The test on your last 20 orders and a one-page report.
- Training for the people who approve drafts.
Billed separately
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.
Questions owners ask
Do we have to change our ERP?
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.
What if it reads an order wrong?
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.
Where do our orders and customer data go?
[Заглушка: ответ после решения 14 — какими сервисами обрабатываем документы и где они хранятся.]
What about orders that come by phone?
Those still go through a person. We start with email and PDF orders, where most of the retyping is.
Similar work we’ve done
For a sheet metal manufacturer with plants in the Bay Area and Los Angeles.
Handwritten shift reports into production data
A manager photographs the paper report. AI reads it, matches each line to the catalog, and a person approves it.
See how it works →Tell us how your orders come in.
20 minutes, no pitch deck. Bring an order that gave you trouble, and we’ll tell you honestly whether we can help.
We come to your plant: Sacramento, the Bay Area, Napa and Sonoma, Reno.