Quote-to-order · Order entry
The PDF is read. The exception still waits.
Clean orders go straight to the ERP. A line with no part number goes to that account’s CSR, PDF attached.
Got a bottleneck that costs you $1M or more, and you want it solved?
- Customer
- Matched
- Ship-to
- Matched
- Part no.
- Missing: “3/4 in. ball valve, SS”
- Price
- Contract price
- Ship date
- As requested
The cost sits in the orders that don’t match.
Each exception gets one owner and a due time.
Who does what at order entry.
Tap a step.
Capture
- Rules
- Accept email, PDF, EDI and portal orders as they arrive.
- AI
- Reads each order into lines, with a confidence per field.
- People
- Choose which customers and channels go first.
Match
- Rules
- Match part numbers, ship-to and units to master data.
- AI
- Suggests matches for informal descriptions, with the evidence.
- People
- Confirm the matches it isn’t sure of.
Price & credit
- Rules
- Check contract price and credit on every line.
- AI
- Explains each mismatch in plain language.
- People
- Approve overrides and releases.
Exception
- Rules
- Route each exception to one owner, with a due time.
- AI
- Drafts the question to the customer, for review.
- People
- The account’s CSR resolves it with the customer.
Write-back
- Rules
- Write the fix back to master data and the cross-reference.
- AI
- Spots repeat exceptions by customer and item.
- People
- Approve master-data changes.
Wired to billing.
Each fix writes back to master data, so the same error doesn’t become a deduction.
- Exception resolved
- Master data updated
- Next order matches
- No short pay later
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 we need a new order-capture tool?
Not necessarily. We use the one you have, or decide in redesign whether to configure, buy or build.
Bring your most common order exception.
30 minutes with our team.
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