Quote-to-order · Distributors and engineered products
Orders arrive by email. Errors arrive by invoice.
PDF orders checked against contract price, credit and master data.
Got a bottleneck that costs you $1M or more, and you want it solved?
- PDF purchase order
- Email order
- RFQ
- EDI order
Receivables is where it shows.
It starts at the order.
- RFQ
- Quote“Waiting on one expert”
- Order“Keyed line by line”
- Credit“Held on stale exposure”
- Ship“Substituted. Billing never knew.”
- Invoice
- Cash
Every order step has an owner.
Tap a step.
RFQ
- Rules
- Route each RFQ by product, customer and size.
- AI
- Reads the request, including informal descriptions, and lists what’s missing.
- People
- Decide bid or no-bid on engineered work.
Quote
- Rules
- Price standard items from the price list and contract.
- AI
- Drafts the quote and flags terms outside the norm.
- People
- Approve margins and exceptions.
Order entry
- Rules
- Validate part numbers, prices and ship-to against master data.
- AI
- Turns PDF and email orders into lines, flagging doubts.
- People
- Resolve the lines it can’t match.
Pricing & credit
- Rules
- Check contract price and credit exposure on every order.
- AI
- Explains each mismatch in plain language.
- People
- Approve price overrides and credit releases.
Changes & substitutions
- Rules
- Apply your substitution rules and tell billing.
- AI
- Drafts the customer notice, for review.
- People
- Agree substitutions that change price or spec.
Confirmation
- Rules
- Send the confirmation from the checked order.
- AI
- Answers order-status emails from the record, for review.
- People
- Handle the escalations.
Start with your highest-volume exception.
Baselined with you first.
Five stages. You decide at every gate.
Each ends in evidence and your decision. Tap a stage.
Diagnose
Map the process, owners, systems and today’s performance.
Redesign
Define the target process and who decides what: rules, AI or people.
Prove
Test one hard case, including what fails.
Integrate
Connect systems with monitoring, limits and rollback.
Operate
Train people, release by scope, review results against the baseline.
For corporates and large organizations
$1M+
We solve order bottlenecks worth $1M or more. Not for small businesses.
Stop after any stage. Scope and investment come from a costed statement of work.
Security & data
- Permissions and data boundaries designed in diagnosis, tested before production.
- Access, data boundaries and retention agreed in writing per engagement.
Questions buyers ask
Do you replace our order-capture tool?
No. If a capture tool plus your ERP closes the gap, buy that and skip us. We fix the exceptions around it and the link to billing.
Our ERP vendor has AI.
Ask them first and use what your ERP does natively. We work on what crosses systems: email, portals, pricing, credit and billing.
Customers won’t change how they order.
They don’t have to. We take email, PDF, EDI and portal orders as they arrive today.
Bring one order bottleneck.
30 minutes with our team.
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