Order intake into your ERP
Order intake automation turns customer purchase orders into ERP sales orders: orders that arrive by email, PDF, EDI or API go straight into your ERP, confirmations and invoices go out sooner, and only the exceptions come to a person for approval.
01 / The problem
Why it is still manual.
Orders arrive by email, PDF, EDI or portal, and someone types each one into the ERP. Every order left in an inbox delays a confirmation, a shipment and an invoice.
Most orders are routine. The rest, like an off-contract price, an unknown item or a missing ship-to, get handled by whoever notices.
02 / How it runs
The workflow, step by step.
- Receive
Orders arrive by email, PDF, EDI, SFTP or API. Each one starts a run that records what arrived.
- Extract
A model step reads emailed and PDF orders with your own model credentials. EDI and API orders arrive structured.
- Match
Customer, items, quantities and prices are checked against your ERP and contracts. Matching orders carry on.
- Hold
Exceptions wait for a person, with the order and ERP data side by side. Nothing is written meanwhile.
- Create
The sales order goes into your ERP. The run keeps the order, the decision and the ERP response.
Inside sales sees the customer PO and the ERP data together, settles the question once, and the order goes in.
03 / Under control
What stays under control.
Everything else posts automatically
Only the exceptions you define, like an off-contract price or an unknown item, wait for a person.
The model only has the tools you gave it
A model step can only call the tools compiled into the workflow. Anything else cannot be called.
One query answers "what happened?"
Each run keeps the order, its events, any approval and the ERP response, so anyone can check what happened.
04 / Systems
Systems it connects.
Examples from the supported connections. Other systems are scoped during implementation.
05 / Questions
Common questions.
Does a person have to check every order?
No. Orders that match your ERP and contract prices go straight in. Only the exceptions you define come to a person for approval.
Our customers send orders by EDI and SFTP. Is that covered?
Yes. Our team sets up the EDI and SFTP connections with your trading partners during implementation, alongside email, PDF and API orders.
How long until it is live?
Live in two weeks once access is in place: API keys, system URLs and endpoints, credentials, the specs for your files and EDI documents, and network access for Runtara.
How do we know it is working?
In a pilot we measure order-to-ERP time and touchless rate, the share of orders processed with no human touch, against a baseline captured in the first week. We report only measured results.
How is it priced?
Start with a paid pilot of this one process on Cloud. Each process has a one-time implementation fee, quoted from the systems, rules, and exception paths involved, plus the plan subscription. There are no per-task fees or run-count limits. Enterprise includes one agreed process.
Bring us the process.
Show us the systems involved, the records that move between them, and the exceptions your team handles. We will map the steps and scope a first workflow.