Large enterprise · manufacturing and distribution · Live in production · name withheld
Skilled order-desk time spent retyping, margin leaking through pricing errors, and disputes that delayed cash.
Each order is priced against an existing quote or contract, often with surcharges, fees and multi-date deliveries.
A purchase order arrives in a shared inbox or is uploaded, in any format.
Emails, PDF and scanned attachments, spreadsheets, Word files. Customer master data, quotes and price lists from the ERP and CRM.
Retyping each line, finding the right customer account and quote, rebuilding price breakdowns, checking fees and surcharges by hand.
About an hour of skilled effort to key in each order before it reached the queue.
Orders arrived with a net total while the price breakdown sat in an old quote.
A wrong billing entity or fee code came back weeks later as an invoice dispute.
Growth meant hiring, and the pricing rules lived in a few operators' heads.
Pricing, fee, surcharge and exception rules turned into tested logic across nine categories.
AI reads documents and ranks matches; prices, tax and fees are calculated by tested rules.
Every step can be approved, corrected or regenerated. There is no unattended mode.
Tested on real sample orders, including image-only scans, before go-live.
An operator approves, corrects or regenerates every step. There is no unattended mode. Each order posts once, and only a real ERP order number counts as success.
ERP for customers, quotes and order entry
CRM for account and quote records
Email inbox intake and notifications
Operators now review and approve an agent-prepared order instead of keying it in.
Reading, matching, building and checking are prepared by agents.
Nine categories of business rules are checked before an order posts, not at invoice time.
More orders no longer means more people on the order desk.
Labour saved at 54 minutes per order and $45 an hour. Your volumes and costs will differ. Illustrative. Labour only; faster delivery and fewer disputes are likely worth more.
A 7-page, image-only scan worth $86,149.80: 229 units over 7 delivery batches, European number formats and a net price with no breakdown. It was read, matched to the quote and split into 7 delivery lines, and missing mandatory items were added by rule.
Times were reported by the delivery team and customer, not independently audited. ERP and CRM connectors are scoped per customer.
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