Order Intake
Customer POs in, sales {{orders out.}}
Orders land in your inbox as PDFs, emails and spreadsheets. Order Intake reads them, matches the customer, items and prices in NetSuite and drafts the sales order. Your team reviews the exceptions and approves.
What it does
Everything {{Order Intake}} handles.
Orders inbox
A dedicated address for customer POs. Every attachment is read the moment it arrives.
Any format
PDFs, scanned POs, email bodies, CSV and Excel files, read line by line.
Customer and item matching
Customer, ship-to, items and units matched to NetSuite records, including customer part numbers.
Price and quantity checks
PO prices compared with price levels and contracts. Mismatches are held with the reason.
Sales order drafts
Complete sales orders drafted with terms, ship dates and locations, waiting for approval.
Nothing saved on its own
Every sales order waits for a person to approve it, with a full audit trail.
.svg)
.svg){kind=icon}
.svg){kind=icon}
See {{Order Intake}} on your own NetSuite data.
Request a Demo
Request a Demo